| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Dorval DORVAL Corp | 105,575 | $11.02M | $16.45M | $5.43M | 49.32% |
Kevin Bresler TD Waterhouse Canada Inc. | 18,458 | $2.51M | $2.88M | $363,816.7 | 14.48% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 6,525 | $671,339 | $1.02M | $345,647.5 | 51.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 66,869 | $9.4M | $10.42M | $1.02M | 10.87% |
James Rankin Modern Wealth Management, LLC | 5,400 | $760,221.04 | $876,150 | $115,928.96 | 15.25% |
Joseph C. Gissy Tactive Advisors, LLC | 3,562 | $376,970.07 | $555,173.32 | $178,203.25 | 47.27% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,079 | $630,906 | $791,612.94 | $160,706.94 | 25.47% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,675 | $576,839 | $572,785.5 | -$4,053.5 | -0.7% |
Derek Ripp Austin Wealth Management, LLC | 6,873 | $672,960.14 | $1.07M | $398,265.64 | 59.18% |
Amir Har-El Savvy Advisors, Inc. | 10,386 | $1.37M | $1.62M | $247,472.99 | 18.05% |
William Ramsay Financial Symmetry Inc | 64,183 | $6.61M | $10M | $3.4M | 51.43% |
United Advisor Group LLC United Advisor Group, LLC | 2,143 | $336,280 | $334,007.98 | -$2,272.02 | -0.68% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 10,159 | $1.41M | $1.58M | $178,188.74 | 12.68% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 2,260 | $354,756 | $363,792.2 | $9,036.2 | 2.55% |
Steven D Urban Urban Financial Advisory Corp | 6,975 | $1.04M | $1.12M | $81,037.09 | 7.82% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 114 | $11,835.23 | $17,768.04 | $5,932.81 | 50.13% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 1,404 | $220,358 | $218,827.44 | -$1,530.56 | -0.69% |
Jonathon Gold Gold Investment Management Ltd. | 70 | $9,921.01 | $11,211.9 | $1,290.89 | 13.01% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 2,486 | $349,871.82 | $387,467.96 | $37,596.14 | 10.75% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,789 | $802,717.72 | $902,273.54 | $99,555.82 | 12.4% |