| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 988 | $129,389.99 | $211,659.24 | $82,269.25 | 63.58% |
Syon Capital LLC SYON CAPITAL LLC | 5,568 | $573,143.91 | $1.19M | $619,688.73 | 108.12% |
Kevin Bresler TD Waterhouse Canada Inc. | 58,329 | $11.38M | $12.5M | $1.12M | 9.8% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,047 | $586,233.21 | $1.08M | $494,682.78 | 84.38% |
| AK Alisha Kamadia United Community Bank | 9 | $1,603 | $1,927.53 | $324.53 | 20.25% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,587 | $2.54M | $4.84M | $2.3M | 90.5% |
Robert Shea NEOS Investment Management LLC | 220,336 | $37M | $47.2M | $10.2M | 27.57% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,268 | $225,837.27 | $271,567.56 | $45,730.29 | 20.25% |
James Rankin Modern Wealth Management, LLC | 6,087 | $769,348.64 | $1.3M | $534,669.37 | 69.5% |
David Vollmer PFS Partners, LLC | 49 | $7,575.98 | $10,497.27 | $2,921.29 | 38.56% |
Benj Foor Frazier Financial Advisors, LLC | 189 | $37,030.43 | $40,478.13 | $3,447.7 | 9.31% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 1,424 | $221,214.12 | $304,978.08 | $83,763.96 | 37.87% |
Lydia Gallas Harbour Trust & Investment Management Co | 55,080 | $5.09M | $11.8M | $6.71M | 131.84% |
Amir Har-El Savvy Advisors, Inc. | 11,619 | $1.96M | $2.49M | $528,254.42 | 26.95% |
Ann Keitner Quantum Portfolio Management LLC | 4,266 | $718,062.95 | $913,905.18 | $195,842.23 | 27.27% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,679 | $368,443.76 | $573,922.17 | $205,478.41 | 55.77% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1,510 | $280,448.98 | $323,487.3 | $43,038.32 | 15.35% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,270 | $746,664.9 | $1.77M | $1.03M | 137.28% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 371 | $38,676.63 | $79,457.07 | $40,780.44 | 105.44% |
Jeffrey McGrath Cetera Trust Company, N.A | 1,990 | $179,438.15 | $426,317.7 | $246,879.55 | 137.58% |