| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 53,963 | $645,147.95 | $1.44M | $799,171.74 | 123.87% |
Syon Capital LLC SYON CAPITAL LLC | 20,099 | $286,866.66 | $528,603.7 | $241,737.04 | 84.27% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,328 | $276,960.31 | $376,826.4 | $99,866.09 | 36.06% |
| MC Megan Claucherty Kodai Capital Management LP | 1.02M | $10.81M | $26.91M | $16.09M | 148.82% |
Brian Glenn Premier Path Wealth Partners, LLC | 60,365 | $507,713.73 | $1.59M | $1.08M | 212.7% |
| AK Alisha Kamadia United Community Bank | 240 | $2,607 | $6,312 | $3,705 | 142.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,825 | $715,456.49 | $652,897.5 | -$62,558.99 | -8.74% |
Mark Petersen Prosperitas Financial LLC | 169,365 | $1.91M | $4.45M | $2.54M | 132.96% |
Robert Shea NEOS Investment Management LLC | 1.68M | $31.57M | $44.24M | $12.67M | 40.14% |
James Rankin Modern Wealth Management, LLC | 8,578 | $247,038.15 | $225,601.4 | -$21,436.75 | -8.68% |
David Vollmer PFS Partners, LLC | 3,960 | $52,540.02 | $104,148 | $51,607.98 | 98.23% |
Benj Foor Frazier Financial Advisors, LLC | 274 | $4,117.93 | $7,333.61 | $3,215.68 | 78.09% |
Amir Har-El Savvy Advisors, Inc. | 10,157 | $278,911 | $267,129.1 | -$11,781.9 | -4.22% |
Ann Keitner Quantum Portfolio Management LLC | 14,307 | $261,586.95 | $376,274.1 | $114,687.15 | 43.84% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 32 | $853 | $841.6 | -$11.4 | -1.34% |
Owen McCabe Tyche Wealth Partners LLC | 9,483 | $273,299.66 | $248,502.01 | -$24,797.65 | -9.07% |
Jeff Ramsey Quotient Wealth Partners, LLC | 16,179 | $278,129.89 | $425,507.7 | $147,377.81 | 52.99% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 991 | $23,722.89 | $26,063.3 | $2,340.41 | 9.87% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 100 | $1,027.68 | $2,630 | $1,602.32 | 155.92% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,206 | $60,576 | $58,017.8 | -$2,558.2 | -4.22% |