| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 22,299 | $1.72M | $1.77M | $47,826.99 | 2.78% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 9,932 | $727,445.73 | $787,011.68 | $59,565.95 | 8.19% |
| KS Kristi Shields ROGCO, LP | 8,036 | $650,689.17 | $636,370.84 | -$14,318.33 | -2.2% |
Syon Capital LLC SYON CAPITAL LLC | 6,804 | $496,192.58 | $538,808.76 | $42,616.18 | 8.59% |
Florian Peters denkapparat Operations GmbH | 5,470 | $411,891.75 | $433,169.3 | $21,277.55 | 5.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 51,647 | $3.76M | $4.09M | $328,629.92 | 8.74% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,218 | $324,177.31 | $334,023.42 | $9,846.11 | 3.04% |
| AK Alisha Kamadia United Community Bank | 1,174 | $89,142.28 | $92,969.06 | $3,826.78 | 4.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 33,643 | $2.46M | $2.67M | $201,217.75 | 8.16% |
Robert Shea NEOS Investment Management LLC | 68,826 | $5.32M | $5.45M | $133,240.28 | 2.51% |
James Rankin Modern Wealth Management, LLC | 9,439 | $682,661.6 | $747,474.41 | $64,812.81 | 9.49% |
KKM Financial LLC KKM Financial LLC | 64,166 | $4.88M | $5.08M | $199,356.83 | 4.08% |
David Vollmer PFS Partners, LLC | 401 | $31,135.41 | $31,755.19 | $619.78 | 1.99% |
Benj Foor Frazier Financial Advisors, LLC | 57 | $4,693.42 | $4,513.83 | -$179.59 | -3.83% |
Lydia Gallas Harbour Trust & Investment Management Co | 60,533 | $4.43M | $4.79M | $364,122.01 | 8.22% |
Amir Har-El Savvy Advisors, Inc. | 4,493 | $333,320.16 | $355,800.67 | $22,480.51 | 6.74% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,029 | $236,789.37 | $239,866.51 | $3,077.14 | 1.3% |
Owen McCabe Tyche Wealth Partners LLC | 3,589 | $262,482.37 | $284,212.91 | $21,730.54 | 8.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 601 | $44,412.75 | $47,593.19 | $3,180.44 | 7.16% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 75 | $5,647 | $5,939.25 | $292.25 | 5.18% |