| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 13,436 | $1.2M | $1.11M | -$89,552.72 | -7.49% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,668 | $388,953.3 | $219,709.8 | -$169,243.5 | -43.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 50,356 | $5.3M | $4.15M | -$1.15M | -21.72% |
Robert Shea NEOS Investment Management LLC | 34,297 | $4.16M | $3M | -$1.16M | -27.9% |
Amir Har-El Savvy Advisors, Inc. | 2,451 | $212,851 | $201,839.85 | -$11,011.15 | -5.17% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 44 | $3,982 | $3,623.4 | -$358.6 | -9.01% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 102 | $12,719.29 | $8,399.7 | -$4,319.59 | -33.96% |
Jeffrey McGrath Cetera Trust Company, N.A | 123 | $17,746.32 | $10,479.6 | -$7,266.72 | -40.95% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,884 | $424,124.28 | $402,197.4 | -$21,926.88 | -5.17% |
Taylor Wagner Valued Wealth Advisors LLC | 41 | $3,809.4 | $3,376.35 | -$433.05 | -11.37% |
Darin Sadow Freestone Grove Partners LP | 196,944 | $17.82M | $17.1M | -$720,815.47 | -4.04% |
Curtis Burkholder Bare Financial Services, Inc | 52 | $4,668.19 | $4,282.2 | -$385.99 | -8.27% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,315 | $593,525.4 | $437,690.25 | -$155,835.15 | -26.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,088 | $601,265.98 | $348,297.6 | -$252,968.38 | -42.07% |
Craig Silberg EVERPAR ADVISORS LLC | 2,917 | $396,519.74 | $240,214.95 | -$156,304.79 | -39.42% |
Matthew Stead Sachetta, LLC | 263 | $25,924.61 | $21,658.05 | -$4,266.56 | -16.46% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 215 | $18,743.45 | $18,668.45 | -$75 | -0.4% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 4,049 | $351,639 | $333,435.15 | -$18,203.85 | -5.18% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,473 | $689,816.94 | $450,701.55 | -$239,115.39 | -34.66% |
Alan Gilmore Private Wealth Management Group, LLC | 50 | $5,108.19 | $4,117.5 | -$990.69 | -19.39% |