| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 42,322 | $5.08M | $5.96M | $877,971.92 | 17.27% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 16,156 | $1.7M | $2.3M | $603,502.33 | 35.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 95,787 | $9.75M | $13.5M | $3.75M | 38.44% |
James Rankin Modern Wealth Management, LLC | 135,772 | $16.12M | $19.47M | $3.35M | 20.81% |
Joseph C. Gissy Tactive Advisors, LLC | 57,145 | $9.08M | $8.12M | -$958,727.59 | -10.56% |
Amir Har-El Savvy Advisors, Inc. | 2,057 | $332,220 | $294,089.29 | -$38,130.71 | -11.48% |
United Advisor Group LLC United Advisor Group, LLC | 7,568 | $809,455.04 | $1.07M | $260,887.2 | 32.23% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 15,036 | $2.1M | $2.14M | $38,799.27 | 1.85% |
PETER KRUSSEL Southland Equity Partners LLC | 23,460 | $1.94M | $3.34M | $1.39M | 71.78% |
Jon Deven Mouton CAP Partners, LLC | 9,476 | $962,039.35 | $1.35M | $388,764.45 | 40.41% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 1,793 | $213,591.48 | $256,255.56 | $42,664.08 | 19.97% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 87,176 | $10.4M | $12.47M | $2.06M | 19.84% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,845 | $786,512.59 | $986,912.03 | $200,399.44 | 25.48% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 101,696 | $10.6M | $14.59M | $3.99M | 37.65% |
Kaitlyn Barnes Financial Architects, LLC | 5,215 | $585,847.17 | $735,419.3 | $149,572.13 | 25.53% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 64,487 | $7.15M | $9.17M | $2.02M | 28.29% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 23,269 | $2.12M | $3.32M | $1.2M | 56.64% |
BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 1,491 | $240,878.65 | $210,066.99 | -$30,811.66 | -12.79% |
Joshua Stipcich Tidemark, LLC | 52,096 | $5.44M | $7.47M | $2.03M | 37.38% |
Andrea Butler Sequent Planning LLC | 2,583 | $236,667.56 | $367,250.94 | $130,583.38 | 55.18% |