| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 15,599 | $598,321.49 | $622,868.07 | $24,546.58 | 4.1% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,572 | $49,863.86 | $62,565.6 | $12,701.74 | 25.47% |
| AK Alisha Kamadia United Community Bank | 16 | $613.44 | $646.88 | $33.44 | 5.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,594 | $984,740.53 | $1.02M | $33,900.67 | 3.44% |
Robert Shea NEOS Investment Management LLC | 106,520 | $3.79M | $4.31M | $515,217.79 | 13.58% |
Amir Har-El Savvy Advisors, Inc. | 9,850 | $433,782 | $393,064.25 | -$40,717.75 | -9.39% |
Ann Keitner Quantum Portfolio Management LLC | 13,422 | $525,720.31 | $542,248.8 | $16,528.49 | 3.14% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 892 | $32,949.39 | $36,161.68 | $3,212.29 | 9.75% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 548 | $15,656.39 | $21,851.5 | $6,195.11 | 39.57% |
Taylor Wagner Valued Wealth Advisors LLC | 17 | $514.44 | $689.26 | $174.82 | 33.98% |
Darin Sadow Freestone Grove Partners LP | 223,917 | $8.58M | $8.94M | $350,430.1 | 4.08% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 13,365 | $382,413.54 | $538,074.9 | $155,661.36 | 40.7% |
Curtis Burkholder Bare Financial Services, Inc | 596 | $17,028 | $23,720.8 | $6,692.8 | 39.3% |
Joshua Stipcich Tidemark, LLC | 9 | $388 | $358.02 | -$29.98 | -7.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,068 | $132,911.88 | $161,418.24 | $28,506.36 | 21.45% |
Craig Silberg EVERPAR ADVISORS LLC | 5,905 | $260,056 | $238,473.42 | -$21,582.58 | -8.3% |
Matthew Stead Sachetta, LLC | 34 | $1,128.96 | $1,356.43 | $227.47 | 20.15% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 263 | $11,363.54 | $10,467.4 | -$896.14 | -7.89% |
Alan Gilmore Private Wealth Management Group, LLC | 105 | $3,559.73 | $4,179 | $619.27 | 17.4% |
David P. Cushing nVerses Capital, LLC | 17,320 | $752,927 | $699,035.2 | -$53,891.8 | -7.16% |