| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 720 | $64,317.67 | $86,097.6 | $21,779.93 | 33.86% |
| AK Alisha Kamadia United Community Bank | 956 | $93,516 | $114,414.08 | $20,898.08 | 22.35% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,928 | $632,502.74 | $829,143.04 | $196,640.3 | 31.09% |
Robert Shea NEOS Investment Management LLC | 6.6M | $628.65M | $790.45M | $161.8M | 25.74% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,110 | $206,399.95 | $252,187.2 | $45,787.25 | 22.18% |
Benj Foor Frazier Financial Advisors, LLC | 4 | $402 | $478.72 | $76.72 | 19.08% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,378 | $238,204 | $284,361.24 | $46,157.24 | 19.38% |
Amir Har-El Savvy Advisors, Inc. | 5,508 | $489,608.65 | $658,646.64 | $169,037.99 | 34.53% |
Joseph Morrison Sentry LLC | 2,132 | $153,674.56 | $255,157.76 | $101,483.2 | 66.04% |
Cindi Hill Keener Financial Planning LLC | 6,706 | $565,949.23 | $802,574.08 | $236,624.85 | 41.81% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 16 | $1,592.23 | $1,914.88 | $322.65 | 20.26% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,421 | $442,855 | $529,105.28 | $86,250.28 | 19.48% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,861 | $451,061.77 | $581,764.48 | $130,702.71 | 28.98% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 53,516 | $4.3M | $6.4M | $2.1M | 48.92% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5 | $501 | $597.9 | $96.9 | 19.34% |
PETER KRUSSEL Southland Equity Partners LLC | 21,452 | $2.12M | $2.56M | $444,086.56 | 20.98% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,280 | $223,133.09 | $272,642.4 | $49,509.31 | 22.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 144 | $14,330.91 | $17,213.04 | $2,882.13 | 20.11% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 118 | $10,673.03 | $14,105.13 | $3,432.1 | 32.16% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,836 | $1.46M | $1.89M | $426,320.18 | 29.15% |