| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 920 | $88,507.67 | $102,202.8 | $13,695.13 | 15.47% |
| AK Alisha Kamadia United Community Bank | 956 | $93,516 | $104,787.16 | $11,271.16 | 12.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 28,465 | $3.25M | $3.16M | -$85,347.45 | -2.63% |
Robert Shea NEOS Investment Management LLC | 8.51M | $860.43M | $933.17M | $72.74M | 8.45% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,110 | $206,399.95 | $234,399.9 | $27,999.95 | 13.57% |
Benj Foor Frazier Financial Advisors, LLC | 4 | $402 | $438.44 | $36.44 | 9.06% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,514 | $254,717.13 | $275,584.68 | $20,867.55 | 8.19% |
Amir Har-El Savvy Advisors, Inc. | 5,457 | $485,270.56 | $602,616.51 | $117,345.95 | 24.18% |
Joseph Morrison Sentry LLC | 2,132 | $153,674.56 | $233,688.52 | $80,013.96 | 52.07% |
Cindi Hill Keener Financial Planning LLC | 6,591 | $556,622.73 | $727,316.85 | $170,694.12 | 30.67% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 16 | $1,592.23 | $1,767.04 | $174.81 | 10.98% |
Owen McCabe Tyche Wealth Partners LLC | 1,949 | $236,648 | $213,629.89 | -$23,018.11 | -9.73% |
United Advisor Group LLC United Advisor Group, LLC | 1,902 | $230,941 | $208,478.22 | -$22,462.78 | -9.73% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,672 | $367,827.09 | $402,487.92 | $34,660.83 | 9.42% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 5,714 | $554,632.45 | $626,311.54 | $71,679.09 | 12.92% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 53,516 | $4.3M | $5.87M | $1.56M | 36.39% |
PETER KRUSSEL Southland Equity Partners LLC | 17,708 | $1.78M | $1.94M | $161,188.74 | 9.06% |
Kevin Stillman Evernest Financial Advisors, LLC | 2,280 | $223,133.09 | $254,835.6 | $31,702.51 | 14.21% |
Keisuke Ichihara Rakuten Securities, Inc. | 17 | $1,691.84 | $1,878.16 | $186.32 | 11.01% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 67 | $6,224.89 | $7,397.47 | $1,172.58 | 18.84% |