| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 10,348 | $9.77M | $11.06M | $1.28M | 13.12% |
| KS Kristi Shields ROGCO, LP | 536 | $478,786 | $572,683.84 | $93,897.84 | 19.61% |
Syon Capital LLC SYON CAPITAL LLC | 1,668 | $1.1M | $1.79M | $684,537.63 | 62.14% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,690 | $8.02M | $11.44M | $3.42M | 42.61% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,068 | $708,272.71 | $1.14M | $435,320.33 | 61.46% |
| AK Alisha Kamadia United Community Bank | 293 | $198,051.48 | $313,738.54 | $115,687.06 | 58.41% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,986 | $14.83M | $20.33M | $5.5M | 37.05% |
Robert Shea NEOS Investment Management LLC | 8,594 | $6.33M | $9.2M | $2.87M | 45.43% |
James Rankin Modern Wealth Management, LLC | 286 | $209,384 | $306,243.08 | $96,859.08 | 46.26% |
Joseph C. Gissy Tactive Advisors, LLC | 288 | $233,084 | $307,710.72 | $74,626.72 | 32.02% |
David Vollmer PFS Partners, LLC | 125 | $118,165.05 | $133,847.5 | $15,682.45 | 13.27% |
Benj Foor Frazier Financial Advisors, LLC | 56 | $45,722 | $59,963.68 | $14,241.68 | 31.15% |
Angela Kelley HTLF Bank | 1,245 | $720,219.04 | $1.33M | $612,902.06 | 85.1% |
Amir Har-El Savvy Advisors, Inc. | 674 | $538,145.28 | $721,520.37 | $183,375.09 | 34.08% |
Jeff Ramsey Quotient Wealth Partners, LLC | 390 | $303,395.64 | $417,604.2 | $114,208.56 | 37.64% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 26 | $18,888.34 | $27,833.13 | $8,944.79 | 47.36% |
Jeffrey McGrath Cetera Trust Company, N.A | 246 | $141,061 | $263,411.88 | $122,350.88 | 86.74% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 42 | $30,600 | $44,961.21 | $14,361.21 | 46.93% |
| WG William Garver Leibman Financial Services, Inc. | 3,044 | $1.77M | $3.19M | $1.42M | 80.39% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 495 | $442,994.08 | $529,899.97 | $86,905.89 | 19.62% |