| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 955 | $454,708.99 | $443,798.05 | -$10,910.94 | -2.4% |
| AK Alisha Kamadia United Community Bank | 552 | $246,912.67 | $254,320.2 | $7,407.53 | 3% |
Greg Werlinich Werlinich Asset Management, LLC | 23,184 | $4.33M | $10.7M | $6.37M | 146.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,671 | $1.2M | $1.24M | $44,812.51 | 3.75% |
Robert Shea NEOS Investment Management LLC | 8,326 | $3.79M | $3.85M | $61,291.68 | 1.62% |
David Vollmer PFS Partners, LLC | 259 | $101,926.95 | $119,642.46 | $17,715.51 | 17.38% |
Angela Kelley HTLF Bank | 2,490 | $819,035.7 | $1.16M | $340,744.05 | 41.6% |
Ann Keitner Quantum Portfolio Management LLC | 659 | $324,079.21 | $303,555.17 | -$20,524.04 | -6.33% |
Gabriel M. Gallante Rockline Wealth Management, LLC | 8,341 | $4.11M | $3.87M | -$241,681.83 | -5.88% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3 | $1,285.08 | $1,392.81 | $107.73 | 8.38% |
Darin Sadow Freestone Grove Partners LP | 53,217 | $27.84M | $24.68M | -$3.17M | -11.38% |
Dane Grouell Turning Point Benefit Group, Inc. | 1,305 | $680,162 | $605,376.45 | -$74,785.55 | -11% |
Keisuke Ichihara Rakuten Securities, Inc. | 17 | $8,583.04 | $7,837.34 | -$745.7 | -8.69% |
Joshua Stipcich Tidemark, LLC | 846 | $278,275 | $389,388.42 | $111,113.42 | 39.93% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 682 | $343,547.24 | $314,879.4 | -$28,667.84 | -8.34% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 903 | $388,672.59 | $420,256.2 | $31,583.61 | 8.13% |
Christy Clarin Portfolio Design Labs, LLC | 971 | $452,373.84 | $451,689.78 | -$684.06 | -0.15% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 376 | $154,388.01 | $177,987.12 | $23,599.11 | 15.29% |
Matthew Stead Sachetta, LLC | 12 | $5,705.08 | $5,567.28 | -$137.8 | -2.42% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 1,082 | $209,773.22 | $499,581.04 | $289,807.82 | 138.15% |