| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 15,000 | $360,900 | $378,450 | $17,550 | 4.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,952 | $123,601.92 | $126,820.72 | $3,218.8 | 2.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,382 | $334,014.72 | $337,627.86 | $3,613.14 | 1.08% |
Robert Shea NEOS Investment Management LLC | 198,802 | $5.03M | $5.09M | $62,792.65 | 1.25% |
James Rankin Modern Wealth Management, LLC | 10,089 | $256,260.6 | $254,545.47 | -$1,715.13 | -0.67% |
Amir Har-El Savvy Advisors, Inc. | 91,249 | $2.3M | $2.3M | $3,465.7 | 0.15% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 8,672 | $209,961.14 | $218,447.68 | $8,486.54 | 4.04% |
PETER KRUSSEL Southland Equity Partners LLC | 21,186 | $529,861.86 | $542,573.46 | $12,711.6 | 2.4% |
Darin Sadow Freestone Grove Partners LP | 201,433 | $5.12M | $5.08M | -$34,243.61 | -0.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,342 | $58,573.42 | $59,088.66 | $515.24 | 0.88% |
Matthew Stead Sachetta, LLC | 253 | $6,314.88 | $6,479.33 | $164.45 | 2.6% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 38,170 | $972,635.29 | $961,502.3 | -$11,132.99 | -1.14% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,757 | $324,027.8 | $321,348.83 | -$2,678.97 | -0.83% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,200 | $30,526 | $30,672 | $146 | 0.48% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 230 | $5,331.4 | $5,882.25 | $550.85 | 10.33% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 21,906 | $556,099.95 | $552,688.38 | -$3,411.57 | -0.61% |
Alan Gilmore Private Wealth Management Group, LLC | 570 | $14,478 | $14,378.25 | -$99.75 | -0.69% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 241,366 | $6.13M | $6.19M | $63,615.68 | 1.04% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,106 | $27,839.28 | $28,225.12 | $385.84 | 1.39% |
Ashley Meredith Abel Hall, LLC | 42,574 | $1.07M | $1.07M | $353.16 | 0.03% |