| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 13,473 | $3.86M | $4.61M | $744,493.6 | 19.27% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,220 | $266,143 | $417,215.61 | $151,072.61 | 56.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,571 | $2.52M | $3.27M | $748,176.22 | 29.63% |
Charles Corkery PUREfi Wealth, LLC | 1,807 | $487,347.53 | $617,957.88 | $130,610.35 | 26.8% |
James Rankin Modern Wealth Management, LLC | 81,967 | $22.92M | $28.03M | $5.11M | 22.28% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 924 | $244,528.09 | $315,989.53 | $71,461.44 | 29.22% |
Menachem Striks Morton Capital Management LLC/CA | 3,445 | $761,158.8 | $1.18M | $416,962.33 | 54.78% |
David Vollmer PFS Partners, LLC | 34 | $7,444.32 | $11,627.32 | $4,183 | 56.19% |
Angela Kelley HTLF Bank | 5,066 | $1.19M | $1.73M | $542,479.17 | 45.59% |
Amir Har-El Savvy Advisors, Inc. | 20,667 | $5.86M | $7.07M | $1.21M | 20.67% |
United Advisor Group LLC United Advisor Group, LLC | 912 | $252,131.65 | $311,885.77 | $59,754.12 | 23.7% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,439 | $1.91M | $2.54M | $636,271.32 | 33.35% |
Steven D Urban Urban Financial Advisory Corp | 899 | $216,417.96 | $307,440.03 | $91,022.07 | 42.06% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 394 | $117,747 | $134,740.12 | $16,993.12 | 14.43% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 1,189 | $339,428.86 | $406,614.23 | $67,185.37 | 19.79% |
Setu Mazumdar Physician Wealth Solutions Inc. | 1,015 | $221,422 | $347,109.71 | $125,687.71 | 56.76% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 375 | $112,069 | $128,242.5 | $16,173.5 | 14.43% |
Steven JE Manders BKM Wealth Management, LLC | 1,178 | $257,045.98 | $402,852.45 | $145,806.47 | 56.72% |
Mark Fonville Fonville Wealth Management LLC | 698 | $214,887 | $238,702.05 | $23,815.05 | 11.08% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 4,407 | $961,387 | $1.51M | $545,718.9 | 56.76% |