| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 38,831 | $2.64M | $2.82M | $179,685.95 | 6.81% |
NICOLE MARTIN Arlington Trust Co LLC | 20 | $1,360 | $1,468.2 | $108.2 | 7.96% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,396 | $292,864.84 | $323,633.52 | $30,768.68 | 10.51% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 654 | $32,014.28 | $48,010.14 | $15,995.86 | 49.96% |
Syon Capital LLC SYON CAPITAL LLC | 18,300 | $1.18M | $1.34M | $167,630.97 | 14.26% |
Kevin Bresler TD Waterhouse Canada Inc. | 114 | $7,988.14 | $8,311.74 | $323.6 | 4.05% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,553 | $345,174.16 | $481,055.73 | $135,881.57 | 39.37% |
| AK Alisha Kamadia United Community Bank | 4,543 | $233,035.08 | $327,209.57 | $94,174.49 | 40.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,373 | $698,500.82 | $610,475.43 | -$88,025.39 | -12.6% |
Robert Shea NEOS Investment Management LLC | 51,788 | $3.47M | $3.74M | $268,209.48 | 7.73% |
KKM Financial LLC KKM Financial LLC | 2,400 | $200,232 | $173,184 | -$27,048 | -13.51% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 4,036 | $201,315.6 | $294,264.76 | $92,949.16 | 46.17% |
David Vollmer PFS Partners, LLC | 93 | $6,232.87 | $6,715.53 | $482.66 | 7.74% |
Benj Foor Frazier Financial Advisors, LLC | 16 | $1,089 | $1,152.08 | $63.08 | 5.79% |
Amir Har-El Savvy Advisors, Inc. | 5,876 | $428,089.1 | $431,357.16 | $3,268.06 | 0.76% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 272 | $20,686 | $19,588.08 | -$1,097.92 | -5.31% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 211 | $12,063.76 | $15,489.51 | $3,425.75 | 28.4% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 504 | $34,282 | $36,998.64 | $2,716.64 | 7.92% |
Taylor Wagner Valued Wealth Advisors LLC | 147 | $8,201.69 | $10,791.27 | $2,589.58 | 31.57% |
Darin Sadow Freestone Grove Partners LP | 3,704 | $309,024.72 | $267,465.84 | -$41,558.88 | -13.45% |