| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 34,033 | $15.51M | $14.56M | -$952,369.99 | -6.14% |
Melissa S. Kampmann Kampmann Melissa S. | 5,463 | $2.7M | $2.33M | -$372,806.27 | -13.79% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,872 | $1.03M | $1.24M | $205,285.89 | 19.88% |
| AK Alisha Kamadia United Community Bank | 11 | $4,919.49 | $4,730.22 | -$189.27 | -3.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,639 | $12.52M | $10.97M | -$1.55M | -12.38% |
Robert Shea NEOS Investment Management LLC | 269,580 | $127.57M | $115.73M | -$11.85M | -9.29% |
Teresa Douberly Burford Brothers, Inc. | 687 | $233,698.26 | $296,763.39 | $63,065.13 | 26.99% |
Charles Corkery PUREfi Wealth, LLC | 806 | $391,161.94 | $346,830.26 | -$44,331.68 | -11.33% |
Mark Weber DecisionMap Wealth Management, LLC | 1,431 | $569,080 | $618,735.78 | $49,655.78 | 8.73% |
James Rankin Modern Wealth Management, LLC | 2,408 | $1.08M | $1.03M | -$51,687.94 | -4.78% |
KKM Financial LLC KKM Financial LLC | 14,325 | $5.7M | $6.17M | $478,168.64 | 8.39% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,034 | $1.47M | $1.3M | -$168,395.97 | -11.43% |
David Vollmer PFS Partners, LLC | 1 | $567 | $429.22 | -$137.78 | -24.3% |
Benj Foor Frazier Financial Advisors, LLC | 17 | $7,837 | $7,290.19 | -$546.81 | -6.98% |
Amir Har-El Savvy Advisors, Inc. | 3,155 | $1.61M | $1.35M | -$258,197.65 | -16.08% |
David W. Lewis Lewis Asset Management, LLC | 1,316 | $450,909.33 | $565,011.44 | $114,102.11 | 25.3% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 556 | $166,269.81 | $238,112.56 | $71,842.75 | 43.21% |
United Advisor Group LLC United Advisor Group, LLC | 2,648 | $1.11M | $1.14M | $26,268.54 | 2.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,704 | $671,733.13 | $734,449.56 | $62,716.43 | 9.34% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,305 | $1.15M | $995,898.3 | -$149,991.01 | -13.09% |