| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 2,364 | $491,452 | $429,444.24 | -$62,007.76 | -12.62% |
Syon Capital LLC SYON CAPITAL LLC | 2,690 | $479,796.07 | $488,665.4 | $8,869.33 | 1.85% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,184 | $585,434.1 | $578,405.44 | -$7,028.66 | -1.2% |
| AK Alisha Kamadia United Community Bank | 187 | $34,030.2 | $33,970.42 | -$59.78 | -0.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,147 | $1.69M | $1.66M | -$27,794.09 | -1.65% |
Robert Shea NEOS Investment Management LLC | 20,995 | $3.96M | $3.81M | -$146,575.81 | -3.7% |
James Rankin Modern Wealth Management, LLC | 3,287 | $613,747.29 | $597,116.42 | -$16,630.87 | -2.71% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 25,293 | $4.21M | $4.6M | $382,823.54 | 9.09% |
David Vollmer PFS Partners, LLC | 87 | $19,275.08 | $15,804.42 | -$3,470.66 | -18.01% |
Benj Foor Frazier Financial Advisors, LLC | 188 | $35,059.77 | $34,152.08 | -$907.69 | -2.59% |
Amir Har-El Savvy Advisors, Inc. | 1,796 | $318,570.28 | $326,261.36 | $7,691.08 | 2.41% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,267 | $238,395.24 | $230,163.22 | -$8,232.02 | -3.45% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 199 | $41,370 | $36,150.34 | -$5,219.66 | -12.62% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 12,544 | $2.38M | $2.28M | -$96,715.66 | -4.07% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $728 | $726.64 | -$1.36 | -0.19% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 10,788 | $1.83M | $1.96M | $132,800.28 | 7.27% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 9,157 | $1.67M | $1.66M | -$10,950.15 | -0.65% |
Michel Del Buono a16z Perennial Management, L.P. | 1,007 | $209,345 | $182,931.62 | -$26,413.38 | -12.62% |
Cody Gehman Stonebridge Financial Group, LLC | 4,032 | $681,944.29 | $732,453.12 | $50,508.83 | 7.41% |
Curtis Burkholder Bare Financial Services, Inc | 85 | $15,866.91 | $15,441.1 | -$425.81 | -2.68% |