| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 52,503 | $1.19M | $1.3M | $109,796.49 | 9.21% |
Kevin Bresler TD Waterhouse Canada Inc. | 471,304 | $9.91M | $11.73M | $1.82M | 18.35% |
Courtney Haddad Concurrent Investment Advisors, LLC | 29,848 | $714,473.39 | $742,618.24 | $28,144.85 | 3.94% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 15,752 | $415,192.23 | $392,697.36 | -$22,494.87 | -5.42% |
Benj Foor Frazier Financial Advisors, LLC | 546 | $15,363.99 | $13,570.83 | -$1,793.16 | -11.67% |
Amir Har-El Savvy Advisors, Inc. | 26,108 | $573,881.37 | $645,520.3 | $71,638.93 | 12.48% |
Ann Keitner Quantum Portfolio Management LLC | 1,509 | $30,271 | $37,498.65 | $7,227.65 | 23.88% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,394 | $32,249.71 | $34,640.9 | $2,391.19 | 7.41% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 4,074 | $79,001.92 | $100,933.35 | $21,931.43 | 27.76% |
Jeffrey McGrath Cetera Trust Company, N.A | 18,025 | $349,125.87 | $449,273.12 | $100,147.25 | 28.69% |
Taylor Wagner Valued Wealth Advisors LLC | 575 | $10,890.5 | $14,306 | $3,415.5 | 31.36% |
Steven JE Manders BKM Wealth Management, LLC | 28,433 | $522,767.27 | $709,403.35 | $186,636.08 | 35.7% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 13,770 | $276,226 | $343,699.2 | $67,473.2 | 24.43% |
Anthony Blagrove Traveka Wealth, LLC | 14,178 | $279,107.02 | $355,158.9 | $76,051.88 | 27.25% |
JP Tarbutton LHM, INC. | 69,231 | $1.55M | $1.72M | $173,641.02 | 11.23% |
Curtis Burkholder Bare Financial Services, Inc | 911 | $19,998.77 | $22,492.59 | $2,493.82 | 12.47% |
Joshua Stipcich Tidemark, LLC | 121 | $2,427 | $3,000.8 | $573.8 | 23.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 53,512 | $1.19M | $1.3M | $108,858.41 | 9.11% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 372 | $7,682.87 | $9,184.68 | $1,501.81 | 19.55% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 36,617 | $1.02M | $910,115.53 | -$109,470.92 | -10.74% |