| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 13,394 | $2.17M | $2.24M | $76,946.79 | 3.55% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,672 | $320,779.37 | $604,594.8 | $283,815.43 | 88.48% |
| AK Alisha Kamadia United Community Bank | 508 | $53,826.52 | $83,162.14 | $29,335.62 | 54.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,028 | $1.42M | $1.85M | $425,518.14 | 29.91% |
Robert Shea NEOS Investment Management LLC | 45,005 | $4.66M | $7.41M | $2.75M | 58.94% |
James Rankin Modern Wealth Management, LLC | 3,115 | $528,235 | $520,672.25 | -$7,562.75 | -1.43% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,514 | $256,774 | $252,255.11 | -$4,518.89 | -1.76% |
Amir Har-El Savvy Advisors, Inc. | 1,675 | $284,113 | $280,914.25 | -$3,198.75 | -1.13% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 584 | $101,691.1 | $95,440.2 | -$6,250.9 | -6.15% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,432 | $242,867 | $235,778.8 | -$7,088.2 | -2.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 310 | $24,012.53 | $51,745.2 | $27,732.67 | 115.49% |
PETER KRUSSEL Southland Equity Partners LLC | 1,392 | $236,084.98 | $230,556.96 | -$5,528.02 | -2.34% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,801 | $402,604.69 | $469,447.63 | $66,842.94 | 16.6% |
Taylor Wagner Valued Wealth Advisors LLC | 83 | $9,511.17 | $13,756 | $4,244.83 | 44.63% |
Darin Sadow Freestone Grove Partners LP | 83,758 | $9.72M | $13.93M | $4.22M | 43.41% |
Curtis Burkholder Bare Financial Services, Inc | 40 | $6,569 | $6,704 | $135 | 2.06% |
Keisuke Ichihara Rakuten Securities, Inc. | 41 | $6,954 | $6,795.13 | -$158.87 | -2.28% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4 | $464 | $665.92 | $201.92 | 43.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,632 | $405,673.47 | $606,144.48 | $200,471.01 | 49.42% |
Matthew Stead Sachetta, LLC | 198 | $20,497.91 | $33,022.44 | $12,524.53 | 61.1% |