| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,586 | $324,680.77 | $459,364.71 | $134,683.94 | 41.48% |
Syon Capital LLC SYON CAPITAL LLC | 5,050 | $339,461 | $415,690.75 | $76,229.75 | 22.46% |
Kevin Bresler TD Waterhouse Canada Inc. | 89,206 | $6.2M | $7.33M | $1.14M | 18.33% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 3,971 | $222,932 | $323,894.61 | $100,962.61 | 45.29% |
| AK Alisha Kamadia United Community Bank | 371 | $27,290.56 | $30,538.86 | $3,248.3 | 11.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 75,722 | $5.23M | $6.23M | $1.01M | 19.28% |
Riley Stephenson Stephenson & Company, Inc. | 4,647 | $263,537.01 | $382,146.04 | $118,609.03 | 45.01% |
James Rankin Modern Wealth Management, LLC | 91,494 | $6.09M | $7.53M | $1.44M | 23.69% |
Joseph C. Gissy Tactive Advisors, LLC | 6,212 | $431,399.68 | $510,843.82 | $79,444.14 | 18.42% |
Menachem Striks Morton Capital Management LLC/CA | 3,311 | $224,505.9 | $272,280.08 | $47,774.18 | 21.28% |
David Vollmer PFS Partners, LLC | 641 | $41,408.98 | $52,763.91 | $11,354.93 | 27.42% |
Benj Foor Frazier Financial Advisors, LLC | 2,006 | $113,690.88 | $165,123.89 | $51,433.01 | 45.24% |
Angela Kelley HTLF Bank | 8,655 | $507,529.2 | $712,436.32 | $204,907.12 | 40.37% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,531 | $340,278 | $376,662.03 | $36,384.03 | 10.69% |
Amir Har-El Savvy Advisors, Inc. | 25,834 | $1.68M | $2.12M | $441,801.69 | 26.28% |
Joseph Morrison Sentry LLC | 7,654 | $409,259.45 | $630,039.01 | $220,779.56 | 53.95% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 3,643 | $204,757.73 | $299,873.54 | $95,115.81 | 46.45% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 3,248 | $239,706.93 | $267,359.12 | $27,652.19 | 11.54% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,044 | $113,483 | $168,251.86 | $54,768.86 | 48.26% |
One Degree Advisors Inc. One Degree Advisors Inc | 14,143 | $794,055.79 | $1.16M | $370,125.25 | 46.61% |