| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 10,551 | $545,939.2 | $675,474.99 | $129,535.79 | 23.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 10.62M | $560.2M | $716.1M | $155.9M | 27.83% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,356 | $365,627.04 | $428,585.08 | $62,958.04 | 17.22% |
Robert Shea NEOS Investment Management LLC | 776,001 | $49.57M | $49.38M | -$187,869.41 | -0.38% |
James Rankin Modern Wealth Management, LLC | 3,198 | $211,984 | $204,735.95 | -$7,248.05 | -3.42% |
Benj Foor Frazier Financial Advisors, LLC | 356 | $14,189.12 | $22,513.44 | $8,324.32 | 58.67% |
Ann Keitner Quantum Portfolio Management LLC | 2,992 | $198,340 | $191,547.83 | -$6,792.17 | -3.42% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 47 | $3,116 | $3,169.21 | $53.21 | 1.71% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 511 | $18,369.8 | $34,456.73 | $16,086.93 | 87.57% |
Jonathon Gold Gold Investment Management Ltd. | 9,829 | $367,095.8 | $628,073.1 | $260,977.3 | 71.09% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 17,545 | $897,047.32 | $1.18M | $286,012.03 | 31.88% |
Curtis Burkholder Bare Financial Services, Inc | 257 | $16,360.29 | $17,329.51 | $969.22 | 5.92% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 251 | $15,712.93 | $16,924.93 | $1,212 | 7.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,203 | $121,777.11 | $140,132.83 | $18,355.72 | 15.07% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 29 | $1,816 | $1,856.58 | $40.58 | 2.23% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 7,299 | $397,899.23 | $467,281.96 | $69,382.73 | 17.44% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 57,801 | $3.28M | $3.68M | $400,420.13 | 12.22% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 5,576 | $319,179.78 | $356,975.5 | $37,795.72 | 11.84% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 62 | $3,410 | $4,180.66 | $770.66 | 22.6% |
Angela Pompian Sunpointe, LLC | 4,740 | $171,100.6 | $319,618.2 | $148,517.6 | 86.8% |