| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 32,811 | $3.95M | $5.26M | $1.31M | 33.11% |
Stacey Cheek Wheelhouse Advisory Group LLC | 2,085 | $301,685.39 | $334,267.2 | $32,581.81 | 10.8% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,988 | $1.99M | $2.4M | $414,185.57 | 20.83% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,008 | $346,334.28 | $482,242.56 | $135,908.28 | 39.24% |
| AK Alisha Kamadia United Community Bank | 20,038 | $2.78M | $3.21M | $428,143.01 | 15.38% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,615 | $239,181 | $258,916.8 | $19,735.8 | 8.25% |
Courtney Haddad Concurrent Investment Advisors, LLC | 163,633 | $19.65M | $26.23M | $6.58M | 33.5% |
RENEE PILKENTON Exchange Bank | 3,085 | $370,747.31 | $494,587.2 | $123,839.89 | 33.4% |
Charles Corkery PUREfi Wealth, LLC | 10,007 | $1.34M | $1.6M | $268,330.74 | 20.08% |
James Rankin Modern Wealth Management, LLC | 5,150 | $682,419.6 | $825,648 | $143,228.4 | 20.99% |
Menachem Striks Morton Capital Management LLC/CA | 9,740 | $1.11M | $1.56M | $449,659.67 | 40.44% |
David Vollmer PFS Partners, LLC | 79 | $8,887.53 | $12,665.28 | $3,777.75 | 42.51% |
Benj Foor Frazier Financial Advisors, LLC | 1,478 | $166,624.94 | $236,952.96 | $70,328.02 | 42.21% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,997 | $812,868.5 | $1.12M | $308,890.54 | 38% |
Angela Kelley HTLF Bank | 9,544 | $1.07M | $1.53M | $464,697.6 | 43.62% |
Amir Har-El Savvy Advisors, Inc. | 29,030 | $3.86M | $4.65M | $790,146.94 | 20.45% |
Owen McCabe Tyche Wealth Partners LLC | 59,702 | $8.42M | $9.57M | $1.15M | 13.72% |
United Advisor Group LLC United Advisor Group, LLC | 5,018 | $682,276.34 | $804,485.76 | $122,209.42 | 17.91% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,026 | $471,559.36 | $645,448.32 | $173,888.96 | 36.88% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 34,939 | $4.5M | $5.6M | $1.1M | 24.5% |