| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,226 | $320,729 | $289,719.72 | -$31,009.28 | -9.67% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,794 | $105,381.31 | $98,404.68 | -$6,976.63 | -6.62% |
Syon Capital LLC SYON CAPITAL LLC | 15,202 | $397,984.03 | $535,414.44 | $137,430.41 | 34.53% |
Florian Peters denkapparat Operations GmbH | 25,240 | $984,108 | $888,952.8 | -$95,155.2 | -9.67% |
Kevin Bresler TD Waterhouse Canada Inc. | 50,935 | $1.08M | $1.79M | $714,620.51 | 66.21% |
| AK Alisha Kamadia United Community Bank | 409 | $16,103.37 | $14,404.98 | -$1,698.39 | -10.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 88,960 | $2.25M | $3.13M | $881,840.25 | 39.17% |
Robert Shea NEOS Investment Management LLC | 146,704 | $4.2M | $5.17M | $969,606.43 | 23.1% |
Teresa Douberly Burford Brothers, Inc. | 7,261 | $205,388.82 | $255,732.42 | $50,343.6 | 24.51% |
David Vollmer PFS Partners, LLC | 156 | $6,048.91 | $5,494.32 | -$554.59 | -9.17% |
Benj Foor Frazier Financial Advisors, LLC | 585 | $21,200.1 | $20,603.7 | -$596.4 | -2.81% |
Amir Har-El Savvy Advisors, Inc. | 14,987 | $476,694.46 | $527,842.14 | $51,147.68 | 10.73% |
Ann Keitner Quantum Portfolio Management LLC | 19,639 | $765,725 | $691,685.58 | -$74,039.42 | -9.67% |
Owen McCabe Tyche Wealth Partners LLC | 5,590 | $217,954 | $196,879.8 | -$21,074.2 | -9.67% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 333 | $9,158.43 | $11,728.26 | $2,569.83 | 28.06% |
Jeffrey McGrath Cetera Trust Company, N.A | 197 | $7,122 | $6,938.34 | -$183.66 | -2.58% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,277 | $49,790 | $44,975.94 | -$4,814.06 | -9.67% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 15,299 | $388,088.29 | $538,830.78 | $150,742.49 | 38.84% |
Taylor Wagner Valued Wealth Advisors LLC | 345 | $13,065.18 | $12,150.9 | -$914.28 | -7% |
Darin Sadow Freestone Grove Partners LP | 398,979 | $15.56M | $14.05M | -$1.5M | -9.67% |