| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 107,862 | $19.48M | $23.53M | $4.06M | 20.83% |
Syon Capital LLC SYON CAPITAL LLC | 17,255 | $2.5M | $3.77M | $1.27M | 50.97% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,998 | $524,510.63 | $654,883.12 | $130,372.49 | 24.86% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,552 | $399,374.41 | $557,152.67 | $157,778.26 | 39.51% |
| AK Alisha Kamadia United Community Bank | 410 | $77,378.43 | $89,539.9 | $12,161.47 | 15.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 343,483 | $56.67M | $75.01M | $18.34M | 32.36% |
Mark Petersen Prosperitas Financial LLC | 64,480 | $11.15M | $14.07M | $2.91M | 26.13% |
Scott McMillan White Wing Wealth Management | 2,386 | $390,478.28 | $520,601.34 | $130,123.06 | 33.32% |
Mark Weber DecisionMap Wealth Management, LLC | 3,715 | $628,949.9 | $810,575.85 | $181,625.95 | 28.88% |
James Rankin Modern Wealth Management, LLC | 166,650 | $29.46M | $36.39M | $6.93M | 23.52% |
Joseph C. Gissy Tactive Advisors, LLC | 1,643 | $293,978.9 | $358,486.17 | $64,507.27 | 21.94% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,247 | $220,395 | $272,082.93 | $51,687.93 | 23.45% |
Menachem Striks Morton Capital Management LLC/CA | 1,575 | $229,918.4 | $343,649.25 | $113,730.85 | 49.47% |
David Vollmer PFS Partners, LLC | 61 | $9,029.84 | $13,321.79 | $4,291.95 | 47.53% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 14,338 | $2.52M | $3.13M | $609,824.47 | 24.19% |
Derek Ripp Austin Wealth Management, LLC | 1,202 | $235,062.93 | $262,264.38 | $27,201.45 | 11.57% |
Angela Kelley HTLF Bank | 378,285 | $56.63M | $82.61M | $25.99M | 45.89% |
Amir Har-El Savvy Advisors, Inc. | 246,874 | $45.3M | $53.92M | $8.62M | 19.03% |
Cindi Hill Keener Financial Planning LLC | 5,901 | $926,748.43 | $1.29M | $361,970.96 | 39.06% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,149 | $219,447.14 | $250,930.11 | $31,482.97 | 14.35% |