| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,012 | $679,550.75 | $1.01M | $328,565.65 | 48.35% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 875 | $222,687.5 | $292,862.51 | $70,175.01 | 31.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,282 | $4.5M | $5.66M | $1.16M | 25.76% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,711 | $288,895.95 | $501,802.08 | $212,906.13 | 73.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,175 | $3.04M | $4.45M | $1.41M | 46.38% |
David Vollmer PFS Partners, LLC | 20 | $2,298 | $5,865.6 | $3,567.6 | 155.25% |
Benj Foor Frazier Financial Advisors, LLC | 19 | $4,252 | $6,359.3 | $2,107.3 | 49.56% |
Amir Har-El Savvy Advisors, Inc. | 1,895 | $426,184.25 | $555,765.6 | $129,581.35 | 30.41% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 201 | $51,155 | $58,949.28 | $7,794.28 | 15.24% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,722 | $267,966.54 | $505,028.16 | $237,061.62 | 88.47% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,402 | $218,877.41 | $465,828.53 | $246,951.12 | 112.83% |
Darin Sadow Freestone Grove Partners LP | 546,925 | $139.19M | $179.89M | $40.7M | 29.24% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,759 | $744,240.67 | $1.26M | $513,896.67 | 69.05% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 919 | $233,886 | $302,277.49 | $68,391.49 | 29.24% |
Keisuke Ichihara Rakuten Securities, Inc. | 2,681 | $548,619.61 | $890,789.09 | $342,169.48 | 62.37% |
Joshua Stipcich Tidemark, LLC | 101 | $15,000.06 | $33,804.7 | $18,804.64 | 125.36% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 6,244 | $1.1M | $1.83M | $728,870.06 | 66.12% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 96 | $17,513.64 | $28,154.88 | $10,641.24 | 60.76% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,734 | $337,198.24 | $576,138.86 | $238,940.62 | 70.86% |
Craig Silberg EVERPAR ADVISORS LLC | 989 | $251,700 | $290,053.92 | $38,353.92 | 15.24% |