| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 40,610 | $840,627.1 | $986,416.9 | $145,789.8 | 17.34% |
NICOLE MARTIN Arlington Trust Co LLC | 9,811 | $162,626.6 | $228,203.86 | $65,577.26 | 40.32% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,092 | $479,389.85 | $560,379.92 | $80,990.07 | 16.89% |
Syon Capital LLC SYON CAPITAL LLC | 52,503 | $1.19M | $1.28M | $83,019.96 | 6.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 471,304 | $9.91M | $10.96M | $1.05M | 10.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,182 | $600,813.03 | $562,473.32 | -$38,339.71 | -6.38% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 15,752 | $415,192.23 | $366,391.52 | -$48,800.71 | -11.75% |
Benj Foor Frazier Financial Advisors, LLC | 546 | $15,363.99 | $12,806.43 | -$2,557.56 | -16.65% |
Amir Har-El Savvy Advisors, Inc. | 22,712 | $505,757.67 | $528,281.12 | $22,523.45 | 4.45% |
Ann Keitner Quantum Portfolio Management LLC | 1,509 | $30,271 | $36,653.61 | $6,382.61 | 21.08% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 159 | $3,190 | $3,698.34 | $508.34 | 15.94% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,074 | $79,001.92 | $94,761.24 | $15,759.32 | 19.95% |
Jeffrey McGrath Cetera Trust Company, N.A | 18,025 | $349,125.87 | $424,308.5 | $75,182.63 | 21.53% |
Taylor Wagner Valued Wealth Advisors LLC | 575 | $10,890.5 | $13,374.5 | $2,484 | 22.81% |
Steven JE Manders BKM Wealth Management, LLC | 28,433 | $522,767.27 | $661,351.58 | $138,584.31 | 26.51% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 13,770 | $276,226 | $334,473.3 | $58,247.3 | 21.09% |
Anthony Blagrove Traveka Wealth, LLC | 14,178 | $279,107.02 | $329,780.28 | $50,673.26 | 18.16% |
JP Tarbutton LHM, INC. | 69,231 | $1.55M | $1.63M | $83,640.72 | 5.41% |
Curtis Burkholder Bare Financial Services, Inc | 911 | $19,998.77 | $21,189.86 | $1,191.09 | 5.96% |
Joshua Stipcich Tidemark, LLC | 121 | $2,427 | $2,838.05 | $411.05 | 16.94% |