| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 14,033 | $1.63M | $1.47M | -$157,511.11 | -9.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 218,899 | $25.73M | $22.96M | -$2.77M | -10.77% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 2,200 | $225,874 | $230,428 | $4,554 | 2.02% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,406 | $518,094.84 | $462,101.28 | -$55,993.56 | -10.81% |
| AK Alisha Kamadia United Community Bank | 587 | $74,773.41 | $61,409 | -$13,364.41 | -17.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 120,960 | $13.7M | $12.69M | -$1.02M | -7.42% |
Robert Shea NEOS Investment Management LLC | 284,296 | $34.02M | $29.68M | -$4.34M | -12.77% |
RENEE PILKENTON Exchange Bank | 2,628 | $238,465.23 | $276,623.28 | $38,158.05 | 16% |
Teresa Douberly Burford Brothers, Inc. | 3,323 | $379,507.07 | $349,180.84 | -$30,326.23 | -7.99% |
Charles Corkery PUREfi Wealth, LLC | 2,737 | $304,262.96 | $287,083.93 | -$17,179.03 | -5.65% |
James Rankin Modern Wealth Management, LLC | 58,399 | $6.49M | $6.11M | -$384,325.93 | -5.92% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,335 | $385,130.42 | $348,107.3 | -$37,023.12 | -9.61% |
Menachem Striks Morton Capital Management LLC/CA | 2,271 | $275,067.89 | $238,613.97 | -$36,453.92 | -13.25% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 281,731 | $25.66M | $29.54M | $3.87M | 15.09% |
David Vollmer PFS Partners, LLC | 1,506 | $156,355.05 | $157,211.34 | $856.29 | 0.55% |
Benj Foor Frazier Financial Advisors, LLC | 27,113 | $2.97M | $2.83M | -$139,716.16 | -4.71% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 13,560 | $1.23M | $1.42M | $193,094.8 | 15.69% |
Angela Kelley HTLF Bank | 5,371 | $591,185.8 | $561,408.61 | -$29,777.19 | -5.04% |
Lydia Gallas Harbour Trust & Investment Management Co | 32,922 | $3.62M | $3.46M | -$164,637.4 | -4.54% |
Scott L. Comeau BCU Wealth Advisors, LLC | 4,795 | $532,447.24 | $502,899.6 | -$29,547.64 | -5.55% |