| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 577 | $132,408.63 | $93,854.82 | -$38,553.81 | -29.12% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,307 | $446,602.87 | $214,204.23 | -$232,398.64 | -52.04% |
| AK Alisha Kamadia United Community Bank | 2 | $701 | $327.78 | -$373.22 | -53.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,440 | $2.31M | $1.55M | -$767,743.14 | -33.17% |
Robert Shea NEOS Investment Management LLC | 31,732 | $9.31M | $5.2M | -$4.11M | -44.17% |
Teresa Douberly Burford Brothers, Inc. | 7,206 | $1.28M | $1.17M | -$108,942.98 | -8.51% |
Amir Har-El Savvy Advisors, Inc. | 5,074 | $1M | $824,068.34 | -$178,734.01 | -17.82% |
United Advisor Group LLC United Advisor Group, LLC | 3,739 | $1.26M | $612,784.71 | -$649,090.48 | -51.44% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 1,392 | $306,572.03 | $228,134.88 | -$78,437.15 | -25.59% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 41 | $10,931.67 | $6,658.81 | -$4,272.86 | -39.09% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,132 | $197,713 | $183,848.12 | -$13,864.88 | -7.01% |
Jon Deven Mouton CAP Partners, LLC | 6,489 | $1.28M | $1.06M | -$211,880.19 | -16.61% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,364 | $238,168 | $221,527.24 | -$16,640.76 | -6.99% |
Taylor Wagner Valued Wealth Advisors LLC | 46 | $10,223 | $7,470.86 | -$2,752.14 | -26.92% |
Michel Del Buono a16z Perennial Management, L.P. | 1.47M | $332.14M | $238.9M | -$93.24M | -28.07% |
Curtis Burkholder Bare Financial Services, Inc | 6 | $1,356.55 | $982.44 | -$374.11 | -27.58% |
Keisuke Ichihara Rakuten Securities, Inc. | 14,932 | $2.66M | $2.44M | -$215,724.22 | -8.11% |
Joshua Stipcich Tidemark, LLC | 86 | $18,314.93 | $14,081.64 | -$4,233.29 | -23.11% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 78 | $22,413.79 | $12,771.72 | -$9,642.07 | -43.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,376 | $811,686.62 | $546,394.8 | -$265,291.82 | -32.68% |