| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 2,410 | $72,477.44 | $59,864.4 | -$12,613.04 | -17.4% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,897 | $48,753 | $47,121.48 | -$1,631.52 | -3.35% |
| AK Alisha Kamadia United Community Bank | 4,103 | $96,112.22 | $101,918.52 | $5,806.3 | 6.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,508 | $401,700.98 | $385,218.72 | -$16,482.26 | -4.1% |
Robert Shea NEOS Investment Management LLC | 146,724 | $4.04M | $3.64M | -$395,245.01 | -9.78% |
James Rankin Modern Wealth Management, LLC | 40,765 | $1.29M | $1.01M | -$281,843.25 | -21.77% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 74,741 | $2.68M | $1.86M | -$824,393.14 | -30.75% |
David Vollmer PFS Partners, LLC | 111 | $3,375.76 | $2,757.24 | -$618.52 | -18.32% |
Benj Foor Frazier Financial Advisors, LLC | 28 | $538 | $695.52 | $157.52 | 29.28% |
Joseph Morrison Sentry LLC | 11,024 | $323,568.06 | $273,836.16 | -$49,731.9 | -15.37% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 318 | $9,039.15 | $7,899.12 | -$1,140.03 | -12.61% |
Jeffrey McGrath Cetera Trust Company, N.A | 100 | $3,009 | $2,484 | -$525 | -17.45% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 33 | $1,155.66 | $819.72 | -$335.94 | -29.07% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 720 | $13,831 | $17,884.8 | $4,053.8 | 29.31% |
Darin Sadow Freestone Grove Partners LP | 1.06M | $20.37M | $26.35M | $5.97M | 29.31% |
Julie Beswick Advantage Trust Co | 500 | $15,807 | $12,420 | -$3,387 | -21.43% |
Keisuke Ichihara Rakuten Securities, Inc. | 992 | $19,056 | $24,641.28 | $5,585.28 | 29.31% |
Joshua Stipcich Tidemark, LLC | 592 | $20,732 | $14,705.28 | -$6,026.72 | -29.07% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 118 | $2,629 | $2,931.12 | $302.12 | 11.49% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,910 | $275,498.55 | $221,324.4 | -$54,174.15 | -19.66% |