| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
MICHAEL DE LUZ Williams & Novak, LLC | 1,288 | $218,522.08 | $200,206.72 | -$18,315.36 | -8.38% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 1,825 | $309,629.5 | $291,616.75 | -$18,012.75 | -5.82% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 54,690 | $6.3M | $8.5M | $2.21M | 35.03% |
| KS Kristi Shields ROGCO, LP | 3,309 | $509,802.99 | $514,350.96 | $4,547.97 | 0.89% |
Stacey Cheek Wheelhouse Advisory Group LLC | 3,529 | $399,650.67 | $548,547.76 | $148,897.09 | 37.26% |
Michael Grossman AdviceOne Advisory Services, LLC | 5,949 | $645,616.7 | $924,712.56 | $279,095.86 | 43.23% |
Daniel Dorval DORVAL Corp | 1,746 | $210,406.2 | $271,398.24 | $60,992.04 | 28.99% |
Syon Capital LLC SYON CAPITAL LLC | 79,377 | $10.85M | $12.71M | $1.86M | 17.1% |
Kevin Bresler TD Waterhouse Canada Inc. | 949,021 | $149.45M | $147.52M | -$1.93M | -1.29% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 152 | $17,872.3 | $23,626.88 | $5,754.58 | 32.2% |
Brian Glenn Premier Path Wealth Partners, LLC | 33,612 | $3.54M | $5.22M | $1.68M | 47.4% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 19,597 | $2.33M | $3.05M | $715,442.06 | 30.7% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 8,717 | $1.19M | $1.35M | $163,182.48 | 13.69% |
Mark Romin Lakeshore Financial Planning, Inc. | 4,700 | $668,564.56 | $730,568 | $62,003.44 | 9.27% |
Courtney Haddad Concurrent Investment Advisors, LLC | 283,419 | $31.55M | $44.05M | $12.51M | 39.64% |
Mark Petersen Prosperitas Financial LLC | 2,394 | $302,995 | $396,350.64 | $93,355.64 | 30.81% |
Robert Shea NEOS Investment Management LLC | 681,692 | $81.53M | $108.93M | $27.39M | 33.6% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 2,760 | $326,734.83 | $429,014.4 | $102,279.57 | 31.3% |
RENEE PILKENTON Exchange Bank | 24,235 | $2.61M | $3.77M | $1.16M | 44.61% |
Teresa Douberly Burford Brothers, Inc. | 41,768 | $4.34M | $6.49M | $2.15M | 49.68% |