| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 18,376 | $2.92M | $2.6M | -$319,073.7 | -10.92% |
| MC Megan Claucherty Kodai Capital Management LP | 196,388 | $33.88M | $27.84M | -$6.04M | -17.81% |
Melissa S. Kampmann Kampmann Melissa S. | 16,290 | $2.81M | $2.31M | -$500,592.11 | -17.81% |
Brian Glenn Premier Path Wealth Partners, LLC | 5,287 | $769,193.53 | $752,022.88 | -$17,170.65 | -2.23% |
| AK Alisha Kamadia United Community Bank | 851 | $134,602.65 | $121,046.24 | -$13,556.41 | -10.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,430 | $3.27M | $3.19M | -$78,714.77 | -2.41% |
Robert Shea NEOS Investment Management LLC | 80,878 | $13.07M | $11.5M | -$1.57M | -12% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 11,769 | $1.9M | $1.67M | -$229,023.36 | -12.07% |
Teresa Douberly Burford Brothers, Inc. | 2,434 | $313,261.46 | $345,068.18 | $31,806.72 | 10.15% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 7,316 | $964,058.49 | $1.04M | $75,837.75 | 7.87% |
James Rankin Modern Wealth Management, LLC | 2,481 | $394,808.45 | $352,897.44 | -$41,911.01 | -10.62% |
David Vollmer PFS Partners, LLC | 400 | $54,708 | $56,896 | $2,188 | 4% |
Benj Foor Frazier Financial Advisors, LLC | 226 | $29,026 | $32,146.24 | $3,120.24 | 10.75% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 14,095 | $1.82M | $2M | $183,573.24 | 10.08% |
Angela Kelley HTLF Bank | 2,524 | $324,850.66 | $359,013.76 | $34,163.1 | 10.52% |
Amir Har-El Savvy Advisors, Inc. | 5,097 | $804,094.09 | $722,295.87 | -$81,798.22 | -10.17% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,473 | $114,905.93 | $209,519.52 | $94,613.59 | 82.34% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,428 | $362,517.24 | $345,358.72 | -$17,158.52 | -4.73% |
CARL LYMANGOOD Petros Family Wealth, LLC | 6,681 | $1.01M | $950,305.44 | -$59,760.68 | -5.92% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 962 | $123,809.31 | $136,325.02 | $12,515.71 | 10.11% |