| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 157 | $2,902.48 | $2,847.98 | -$54.5 | -1.88% |
Syon Capital LLC SYON CAPITAL LLC | 14,302 | $246,709.71 | $259,438.28 | $12,728.57 | 5.16% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,927 | $56,947.04 | $53,095.78 | -$3,851.26 | -6.76% |
| AK Alisha Kamadia United Community Bank | 1,603 | $27,616.44 | $29,078.42 | $1,461.98 | 5.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,678 | $201,449.98 | $211,838.92 | $10,388.94 | 5.16% |
Robert Shea NEOS Investment Management LLC | 301,874 | $5.81M | $5.48M | -$335,209.94 | -5.77% |
James Rankin Modern Wealth Management, LLC | 29,777 | $590,851.04 | $540,154.78 | -$50,696.26 | -8.58% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 13,197 | $214,922 | $239,393.58 | $24,471.58 | 11.39% |
David Vollmer PFS Partners, LLC | 109 | $1,770 | $1,977.26 | $207.26 | 11.71% |
Benj Foor Frazier Financial Advisors, LLC | 942 | $16,981.17 | $17,069.04 | $87.87 | 0.52% |
Amir Har-El Savvy Advisors, Inc. | 23,016 | $396,795 | $417,510.24 | $20,715.24 | 5.22% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7,904 | $150,180.89 | $143,378.56 | -$6,802.33 | -4.53% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 924 | $15,930 | $16,761.36 | $831.36 | 5.22% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 10,306 | $167,477.27 | $186,744.72 | $19,267.45 | 11.5% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 10,521 | $226,364.51 | $190,850.94 | -$35,513.57 | -15.69% |
Wayne Atkins VCI Wealth Management LLC | 64,203 | $1.07M | $1.16M | $99,369.83 | 9.33% |
Curtis Burkholder Bare Financial Services, Inc | 873 | $14,991.34 | $15,836.22 | $844.88 | 5.64% |
Keisuke Ichihara Rakuten Securities, Inc. | 212 | $3,640.86 | $3,845.68 | $204.82 | 5.63% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,411 | $135,249.37 | $134,435.54 | -$813.83 | -0.6% |
Craig Silberg EVERPAR ADVISORS LLC | 10,830 | $186,709 | $196,456.2 | $9,747.2 | 5.22% |