| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 15,625 | $3.71M | $4.38M | $667,975.69 | 17.98% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,958 | $292,157.07 | $547,946.3 | $255,789.23 | 87.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,277 | $434,578.33 | $637,218.45 | $202,640.12 | 46.63% |
Robert Shea NEOS Investment Management LLC | 123,674 | $27.7M | $34.61M | $6.91M | 24.96% |
Charles Corkery PUREfi Wealth, LLC | 2,487 | $511,372.05 | $695,377.66 | $184,005.61 | 35.98% |
Amir Har-El Savvy Advisors, Inc. | 928 | $171,253.23 | $260,313.28 | $89,060.05 | 52% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,717 | $297,847.47 | $480,502.45 | $182,654.98 | 61.33% |
Owen McCabe Tyche Wealth Partners LLC | 1,078 | $270,254 | $301,678.3 | $31,424.3 | 11.63% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,389 | $206,788.11 | $388,711.65 | $181,923.54 | 87.98% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 5 | $434.37 | $1,402.55 | $968.18 | 222.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 162 | $40,739 | $45,442.62 | $4,703.62 | 11.55% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,152 | $1.26M | $2.01M | $744,316.48 | 58.98% |
Taylor Wagner Valued Wealth Advisors LLC | 175 | $31,730.09 | $49,089.25 | $17,359.16 | 54.71% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 1,406 | $123,522.21 | $394,397.06 | $270,874.85 | 219.29% |
Curtis Burkholder Bare Financial Services, Inc | 3 | $554 | $840.63 | $286.63 | 51.74% |
Joshua Stipcich Tidemark, LLC | 6 | $1,239.33 | $1,681.26 | $441.93 | 35.66% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,148 | $544,769.2 | $878,890.12 | $334,120.92 | 61.33% |
Matthew Stead Sachetta, LLC | 116 | $13,037.39 | $32,665.6 | $19,628.21 | 150.55% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 32 | $8,025 | $8,968.64 | $943.64 | 11.76% |
Neil Greenspan Fielder Capital Group LLC | 1,441 | $232,627.37 | $403,869.07 | $171,241.7 | 73.61% |