| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 81 | $7,358.04 | $6,844.5 | -$513.54 | -6.98% |
NICOLE MARTIN Arlington Trust Co LLC | 148 | $12,760.01 | $12,506 | -$254.01 | -1.99% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 84 | $6,987.16 | $7,113.96 | $126.8 | 1.81% |
Syon Capital LLC SYON CAPITAL LLC | 4,094 | $324,614.82 | $346,720.86 | $22,106.04 | 6.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 75,894 | $4.92M | $6.43M | $1.52M | 30.83% |
| MC Megan Claucherty Kodai Capital Management LP | 473,547 | $37.9M | $40.01M | $2.12M | 5.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,682 | $1.18M | $1.24M | $62,096.68 | 5.26% |
Robert Shea NEOS Investment Management LLC | 51,673 | $4.14M | $4.38M | $231,382.66 | 5.58% |
James Rankin Modern Wealth Management, LLC | 4,552 | $364,153 | $385,508.88 | $21,355.88 | 5.86% |
David Vollmer PFS Partners, LLC | 155 | $9,626.66 | $13,126.95 | $3,500.29 | 36.36% |
Benj Foor Frazier Financial Advisors, LLC | 251 | $23,800.26 | $21,257.19 | -$2,543.07 | -10.69% |
Amir Har-El Savvy Advisors, Inc. | 3,304 | $264,719 | $280,724.36 | $16,005.36 | 6.05% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 60 | $4,640.45 | $5,097.9 | $457.45 | 9.86% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 388 | $31,087 | $32,966.42 | $1,879.42 | 6.05% |
Wayne Atkins VCI Wealth Management LLC | 16,439 | $1.32M | $1.4M | $78,509.52 | 5.96% |
Curtis Burkholder Bare Financial Services, Inc | 22 | $1,751.61 | $1,863.84 | $112.23 | 6.41% |
Keisuke Ichihara Rakuten Securities, Inc. | 21 | $1,700.98 | $1,779.12 | $78.14 | 4.59% |
Joshua Stipcich Tidemark, LLC | 51 | $4,086 | $4,320.72 | $234.72 | 5.74% |
Christy Clarin Portfolio Design Labs, LLC | 11,090 | $914,914.35 | $939,544.8 | $24,630.45 | 2.69% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,144 | $271,946.81 | $264,441.84 | -$7,504.97 | -2.76% |