| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 38,831 | $2.64M | $2.84M | $204,343.63 | 7.75% |
NICOLE MARTIN Arlington Trust Co LLC | 130 | $9,166.62 | $9,707.1 | $540.48 | 5.9% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,461 | $449,901.04 | $481,589.37 | $31,688.33 | 7.04% |
Syon Capital LLC SYON CAPITAL LLC | 18,767 | $1.21M | $1.4M | $192,859.17 | 15.92% |
Kevin Bresler TD Waterhouse Canada Inc. | 814 | $61,727.33 | $61,334.9 | -$392.43 | -0.64% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,885 | $370,422.75 | $518,474.92 | $148,052.17 | 39.97% |
| AK Alisha Kamadia United Community Bank | 4,528 | $232,286.88 | $332,128.8 | $99,841.92 | 42.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,189 | $760,557.85 | $691,977.64 | -$68,580.21 | -9.02% |
Robert Shea NEOS Investment Management LLC | 56,618 | $3.84M | $4.16M | $321,325.63 | 8.38% |
James Rankin Modern Wealth Management, LLC | 5,906 | $449,164 | $442,005.04 | -$7,158.96 | -1.59% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 4,036 | $201,315.6 | $298,119.14 | $96,803.54 | 48.09% |
David Vollmer PFS Partners, LLC | 650 | $45,779.02 | $48,509.5 | $2,730.48 | 5.96% |
Amir Har-El Savvy Advisors, Inc. | 3,750 | $277,036.54 | $279,506.25 | $2,469.71 | 0.89% |
Ann Keitner Quantum Portfolio Management LLC | 1,024 | $77,875 | $76,549.12 | -$1,325.88 | -1.7% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 354 | $26,505.45 | $26,077.41 | -$428.04 | -1.61% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 211 | $12,063.76 | $15,808.12 | $3,744.36 | 31.04% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,943 | $421,783 | $442,931.79 | $21,148.79 | 5.01% |
Taylor Wagner Valued Wealth Advisors LLC | 181 | $10,788.88 | $13,546.94 | $2,758.06 | 25.56% |
Curtis Burkholder Bare Financial Services, Inc | 10 | $834.29 | $745.2 | -$89.09 | -10.68% |
Keisuke Ichihara Rakuten Securities, Inc. | 2 | $130 | $149.69 | $19.69 | 15.15% |