| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mitch S Zides Constant Guidance Financial LLC | 1,218 | $287,399 | $276,205.86 | -$11,193.14 | -3.89% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,582 | $1.06M | $1.6M | $537,396.56 | 50.57% |
Jae Cho Marex Group plc | 1,202 | $237,106.54 | $271,123.12 | $34,016.58 | 14.35% |
NICOLE MARTIN Arlington Trust Co LLC | 2 | $395 | $422.06 | $27.06 | 6.85% |
Syon Capital LLC SYON CAPITAL LLC | 2,441 | $396,159.54 | $550,591.96 | $154,432.42 | 38.98% |
Florian Peters denkapparat Operations GmbH | 1,274 | $210,898 | $310,384.62 | $99,486.62 | 47.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 17,102 | $2.68M | $3.61M | $930,328.6 | 34.73% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 6,050 | $1.04M | $1.28M | $234,437.49 | 22.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,426 | $1.42M | $1.15M | -$272,311.77 | -19.21% |
Robert Shea NEOS Investment Management LLC | 16,852 | $3.49M | $4.03M | $542,283.17 | 15.53% |
Teresa Douberly Burford Brothers, Inc. | 19,228 | $3.36M | $4.06M | $699,587.29 | 20.83% |
James Rankin Modern Wealth Management, LLC | 1,335 | $344,245 | $301,122.6 | -$43,122.4 | -12.53% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $535 | $750.18 | $215.18 | 40.22% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,760 | $2.25M | $2.06M | -$194,673.53 | -8.64% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 28 | $6,607 | $5,908.84 | -$698.16 | -10.57% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 67 | $12,774.33 | $14,139.01 | $1,364.68 | 10.68% |
Jeffrey McGrath Cetera Trust Company, N.A | 34 | $5,858 | $7,710.18 | $1,852.18 | 31.62% |
| WG William Garver Leibman Financial Services, Inc. | 11,628 | $1.87M | $2.45M | $585,500.5 | 31.34% |
Taylor Wagner Valued Wealth Advisors LLC | 2 | $499 | $422.06 | -$76.94 | -15.42% |
Darin Sadow Freestone Grove Partners LP | 30,449 | $7.19M | $6.87M | -$325,059.21 | -4.52% |