| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 11,574 | $2.09M | $2.92M | $829,403.57 | 39.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,835 | $345,399.97 | $462,475.05 | $117,075.08 | 33.9% |
Robert Shea NEOS Investment Management LLC | 19,453 | $3.46M | $4.72M | $1.25M | 36.17% |
James Rankin Modern Wealth Management, LLC | 7,291 | $1.25M | $1.82M | $565,047.48 | 45.11% |
Benj Foor Frazier Financial Advisors, LLC | 93 | $16,957 | $22,550.64 | $5,593.64 | 32.99% |
Derek Ripp Austin Wealth Management, LLC | 929 | $212,193 | $225,263.92 | $13,070.92 | 6.16% |
Amir Har-El Savvy Advisors, Inc. | 983 | $229,137 | $245,710.68 | $16,573.68 | 7.23% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 27 | $5,204.42 | $6,738.39 | $1,533.97 | 29.47% |
Taylor Wagner Valued Wealth Advisors LLC | 60 | $10,783.84 | $14,939.4 | $4,155.56 | 38.54% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 20,270 | $2.71M | $4.86M | $2.15M | 79.43% |
Curtis Burkholder Bare Financial Services, Inc | 7 | $1,331.36 | $1,764.21 | $432.85 | 32.51% |
Keisuke Ichihara Rakuten Securities, Inc. | 14 | $3,263 | $3,480.82 | $217.82 | 6.68% |
Joshua Stipcich Tidemark, LLC | 86 | $8,839.66 | $21,314.67 | $12,475.01 | 141.13% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,020 | $381,816.75 | $489,809.6 | $107,992.85 | 28.28% |
Craig Silberg EVERPAR ADVISORS LLC | 937 | $218,415 | $224,861.26 | $6,446.26 | 2.95% |
Matthew Stead Sachetta, LLC | 70 | $11,784.87 | $17,423.7 | $5,638.83 | 47.85% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 1,396 | $216,268 | $351,666.36 | $135,398.36 | 62.61% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 40 | $7,598.6 | $10,081.2 | $2,482.6 | 32.67% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 983 | $229,137 | $244,993.09 | $15,856.09 | 6.92% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 25,463 | $4.04M | $6.17M | $2.13M | 52.73% |