| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 12,088 | $4.39M | $4.01M | -$376,563.92 | -8.58% |
Kevin Bresler TD Waterhouse Canada Inc. | 573,864 | $209.44M | $190.5M | -$18.94M | -9.04% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 689 | $209,857.03 | $228,720.43 | $18,863.4 | 8.99% |
Melissa S. Kampmann Kampmann Melissa S. | 6,725 | $2.47M | $2.23M | -$234,536.23 | -9.51% |
Brian Glenn Premier Path Wealth Partners, LLC | 8,416 | $2.98M | $2.79M | -$185,294.74 | -6.22% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 775 | $278,070.17 | $257,268.99 | -$20,801.18 | -7.48% |
| AK Alisha Kamadia United Community Bank | 7,212 | $2.43M | $2.39M | -$32,766.68 | -1.35% |
Greg Werlinich Werlinich Asset Management, LLC | 2,329 | $680,260.25 | $773,134.82 | $92,874.57 | 13.65% |
Mark Romin Lakeshore Financial Planning, Inc. | 1,681 | $528,057.05 | $558,024.74 | $29,967.69 | 5.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 123,616 | $43.03M | $41.04M | -$2M | -4.64% |
Robert Shea NEOS Investment Management LLC | 144,820 | $53.06M | $48.07M | -$4.98M | -9.39% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,633 | $1.72M | $1.54M | -$180,723.09 | -10.52% |
RENEE PILKENTON Exchange Bank | 2,686 | $876,570.89 | $891,644.53 | $15,073.64 | 1.72% |
Teresa Douberly Burford Brothers, Inc. | 2,634 | $914,096.91 | $874,382.61 | -$39,714.3 | -4.34% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 725 | $236,847.56 | $240,670.99 | $3,823.43 | 1.61% |
Savoie Capital LLC Savoie Capital LLC | 19,115 | $6.07M | $6.35M | $275,041.53 | 4.53% |
Charles Corkery PUREfi Wealth, LLC | 4,976 | $1.85M | $1.65M | -$199,382.43 | -10.77% |
Mark Weber DecisionMap Wealth Management, LLC | 2,289 | $884,503.22 | $759,856.42 | -$124,646.8 | -14.09% |
Riley Stephenson Stephenson & Company, Inc. | 921 | $320,219.37 | $305,735.15 | -$14,484.22 | -4.52% |
James Rankin Modern Wealth Management, LLC | 17,279 | $6.4M | $5.74M | -$665,162.22 | -10.39% |