| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 2,744 | $398,468.48 | $357,213.92 | -$41,254.56 | -10.35% |
Kevin Bresler TD Waterhouse Canada Inc. | 289 | $29,801.67 | $37,812.76 | $8,011.09 | 26.88% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,870 | $297,828.45 | $243,436.6 | -$54,391.85 | -18.26% |
Robert Shea NEOS Investment Management LLC | 11,731 | $1.76M | $1.53M | -$234,017.81 | -13.29% |
David Vollmer PFS Partners, LLC | 63 | $7,749.49 | $8,201.34 | $451.85 | 5.83% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $436 | $389.97 | -$46.03 | -10.56% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 32 | $4,054.15 | $4,165.76 | $111.61 | 2.75% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 74 | $10,751 | $9,633.32 | -$1,117.68 | -10.4% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 2,082 | $331,496.16 | $270,097.86 | -$61,398.3 | -18.52% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,831 | $289,664.86 | $238,322.96 | -$51,341.9 | -17.72% |
Taylor Wagner Valued Wealth Advisors LLC | 5 | $633.45 | $650.9 | $17.45 | 2.75% |
Curtis Burkholder Bare Financial Services, Inc | 24 | $3,459 | $3,124.32 | -$334.68 | -9.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,323 | $193,042.36 | $171,990 | -$21,052.36 | -10.91% |
Craig Silberg EVERPAR ADVISORS LLC | 1,670 | $226,254.07 | $216,649.1 | -$9,604.97 | -4.25% |
Matthew Stead Sachetta, LLC | 26 | $3,298.01 | $3,384.68 | $86.67 | 2.63% |
Ellwood Derricks Partnership Wealth Management, LLC | 1,801 | $223,126 | $234,454.18 | $11,328.18 | 5.08% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 36 | $5,231 | $4,686.48 | -$544.52 | -10.41% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,406 | $331,958.46 | $313,213.08 | -$18,745.38 | -5.65% |
Alan Gilmore Private Wealth Management Group, LLC | 51 | $6,351.04 | $6,639.18 | $288.14 | 4.54% |
David P. Cushing nVerses Capital, LLC | 2,822 | $410,008 | $367,367.96 | -$42,640.04 | -10.4% |