| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 11,984 | $3.87M | $3.01M | -$857,136.78 | -22.17% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 6,000 | $1.68M | $1.5M | -$173,703 | -10.37% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,136 | $443,245.08 | $534,459.24 | $91,214.16 | 20.58% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 51,932 | $6.49M | $13.13M | $6.64M | 102.21% |
| AK Alisha Kamadia United Community Bank | 79 | $27,061.46 | $19,766.98 | -$7,294.48 | -26.96% |
Greg Werlinich Werlinich Asset Management, LLC | 5,580 | $1.55M | $1.4M | -$158,301.65 | -10.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,971 | $2.17M | $1.99M | -$176,417.34 | -8.13% |
Robert Shea NEOS Investment Management LLC | 240,268 | $68.77M | $60.12M | -$8.65M | -12.58% |
Charles Corkery PUREfi Wealth, LLC | 1,034 | $334,785.2 | $258,809.68 | -$75,975.52 | -22.69% |
James Rankin Modern Wealth Management, LLC | 5,730 | $1.38M | $1.43M | $49,099.23 | 3.55% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,324 | $343,507.66 | $331,396.54 | -$12,111.12 | -3.53% |
Benj Foor Frazier Financial Advisors, LLC | 76 | $18,544.7 | $19,016.34 | $471.64 | 2.54% |
Amir Har-El Savvy Advisors, Inc. | 6,384 | $1.44M | $1.6M | $160,591.31 | 11.15% |
Ann Keitner Quantum Portfolio Management LLC | 2,789 | $726,488.97 | $697,849.63 | -$28,639.34 | -3.94% |
United Advisor Group LLC United Advisor Group, LLC | 1,015 | $317,116.44 | $253,968.22 | -$63,148.22 | -19.91% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,126 | $299,829.21 | $281,742.09 | -$18,087.12 | -6.03% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 155 | $23,986.41 | $38,869.35 | $14,882.94 | 62.05% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 166 | $20,259 | $41,535.69 | $21,276.69 | 105.02% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 288 | $80,561 | $72,221.76 | -$8,339.24 | -10.35% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 7,626 | $834,985.32 | $1.97M | $1.13M | 135.74% |