| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,749 | $223,665.34 | $368,393.49 | $144,728.15 | 64.71% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,543 | $330,225.93 | $743,482.59 | $413,256.66 | 125.14% |
| KS Kristi Shields ROGCO, LP | 105 | $26,820 | $14,175 | -$12,645 | -47.15% |
Michael Grossman AdviceOne Advisory Services, LLC | 1,063 | $271,632 | $144,897.53 | -$126,734.47 | -46.66% |
Syon Capital LLC SYON CAPITAL LLC | 11,983 | $418,762.13 | $1.62M | $1.2M | 286.34% |
Kevin Bresler TD Waterhouse Canada Inc. | 436,618 | $50.91M | $60.41M | $9.5M | 18.65% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,680 | $534,401.95 | $894,919.6 | $360,517.65 | 67.46% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,126 | $289,072.22 | $299,532.14 | $10,459.92 | 3.62% |
Greg Werlinich Werlinich Asset Management, LLC | 70,968 | $3.07M | $9.6M | $6.54M | 213.18% |
Nitin Wadke Tribune Investment Group LP | 9,200 | $2.35M | $1.22M | -$1.13M | -47.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 48,540 | $8.17M | $6.72M | -$1.45M | -17.75% |
Robert Shea NEOS Investment Management LLC | 125,922 | $10.33M | $16.83M | $6.5M | 62.9% |
Savoie Capital LLC Savoie Capital LLC | 5,400 | $209,790 | $730,512 | $520,722 | 248.21% |
Charles Corkery PUREfi Wealth, LLC | 1,921 | $101,025.43 | $258,681.86 | $157,656.43 | 156.06% |
James Rankin Modern Wealth Management, LLC | 9,228 | $941,662.01 | $1.25M | $307,347.79 | 32.64% |
Joseph C. Gissy Tactive Advisors, LLC | 1,417 | $289,290.54 | $190,182.65 | -$99,107.89 | -34.26% |
David Vollmer PFS Partners, LLC | 1,596 | $168,956.82 | $213,097.92 | $44,141.1 | 26.13% |
Benj Foor Frazier Financial Advisors, LLC | 31 | $7,441.19 | $4,141.29 | -$3,299.9 | -44.35% |
Amir Har-El Savvy Advisors, Inc. | 8,745 | $784,624.64 | $1.18M | $391,446.68 | 49.89% |
Ann Keitner Quantum Portfolio Management LLC | 9 | $2,299 | $1,202.13 | -$1,096.87 | -47.71% |