| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,750 | $311,855.07 | $321,971.25 | $10,116.18 | 3.24% |
Syon Capital LLC SYON CAPITAL LLC | 18,688 | $975,661.49 | $1.04M | $63,765.07 | 6.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 136,357 | $5.39M | $7.59M | $2.2M | 40.92% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,737 | $57,617 | $97,376.22 | $39,759.22 | 69.01% |
Brian Glenn Premier Path Wealth Partners, LLC | 181,290 | $7.62M | $10.09M | $2.47M | 32.37% |
| AK Alisha Kamadia United Community Bank | 7,708 | $416,158.3 | $429,643.92 | $13,485.62 | 3.24% |
Mark Romin Lakeshore Financial Planning, Inc. | 431,667 | $15.02M | $24.12M | $9.1M | 60.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 707,930 | $35.3M | $39.4M | $4.09M | 11.6% |
Teresa Douberly Burford Brothers, Inc. | 12,098 | $480,760.63 | $678,153.39 | $197,392.76 | 41.06% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 4,312 | $169,470.97 | $241,687.6 | $72,216.63 | 42.61% |
Charles Corkery PUREfi Wealth, LLC | 3,895 | $208,832 | $218,256.32 | $9,424.32 | 4.51% |
Mark Weber DecisionMap Wealth Management, LLC | 30,343 | $1.53M | $1.7M | $170,902.73 | 11.17% |
James Rankin Modern Wealth Management, LLC | 636,457 | $34.14M | $35.46M | $1.31M | 3.84% |
KKM Financial LLC KKM Financial LLC | 11,213 | $449,023.9 | $628,376.52 | $179,352.62 | 39.94% |
Joseph C. Gissy Tactive Advisors, LLC | 8,130 | $431,174.01 | $455,320.65 | $24,146.64 | 5.6% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 16,208 | $786,196.25 | $906,594.48 | $120,398.23 | 15.31% |
David Vollmer PFS Partners, LLC | 23,021 | $804,430.43 | $1.28M | $477,724.16 | 59.39% |
Benj Foor Frazier Financial Advisors, LLC | 1,965 | $98,631.42 | $109,440.67 | $10,809.25 | 10.96% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 6,127 | $304,820.44 | $343,326.44 | $38,506 | 12.63% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 14,965 | $761,006.51 | $839,012.72 | $78,006.21 | 10.25% |