| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 30,996 | $1.9M | $1.92M | $20,147.7 | 1.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 57,355 | $3.38M | $3.42M | $32,531.59 | 0.96% |
Brian Glenn Premier Path Wealth Partners, LLC | 52,100 | $2.26M | $3.1M | $846,502.13 | 37.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 321,857 | $17.63M | $19.17M | $1.53M | 8.69% |
Teresa Douberly Burford Brothers, Inc. | 15,643 | $676,777.07 | $931,540.65 | $254,763.58 | 37.64% |
James Rankin Modern Wealth Management, LLC | 574,550 | $24.73M | $35.57M | $10.84M | 43.84% |
David Vollmer PFS Partners, LLC | 712 | $23,859.98 | $42,399.6 | $18,539.62 | 77.7% |
Amir Har-El Savvy Advisors, Inc. | 23,108 | $1.22M | $1.38M | $154,126.6 | 12.61% |
David W. Lewis Lewis Asset Management, LLC | 10,956 | $472,560.97 | $652,429.8 | $179,868.83 | 38.06% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,687 | $56,282.54 | $100,460.85 | $44,178.31 | 78.49% |
Owen McCabe Tyche Wealth Partners LLC | 14,186 | $658,359.74 | $844,776.3 | $186,416.56 | 28.32% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 59,546 | $2.65M | $3.42M | $770,217.26 | 29.04% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7,923 | $332,736.43 | $471,814.65 | $139,078.22 | 41.8% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 556 | $23,304.18 | $33,109.8 | $9,805.62 | 42.08% |
PETER KRUSSEL Southland Equity Partners LLC | 5,284 | $236,036.28 | $314,662.2 | $78,625.92 | 33.31% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 495 | $23,517.3 | $29,477.25 | $5,959.95 | 25.34% |
Taylor Wagner Valued Wealth Advisors LLC | 9 | $380.71 | $535.95 | $155.24 | 40.78% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 5,180 | $229,448.1 | $308,469 | $79,020.9 | 34.44% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 20,516 | $917,617.91 | $1.22M | $304,109.89 | 33.14% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 16,837 | $767,004.18 | $1.01M | $246,246.48 | 32.1% |