| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 1,004 | $1.89M | $1.86M | -$24,710.3 | -1.31% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 5 | $6,340 | $9,236.96 | $2,896.96 | 45.69% |
Brian Glenn Premier Path Wealth Partners, LLC | 195 | $397,536.01 | $356,658.9 | -$40,877.11 | -10.28% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 388 | $906,732.72 | $720,508.23 | -$186,224.49 | -20.54% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,159 | $2.2M | $2.15M | -$44,314.37 | -2.02% |
Robert Shea NEOS Investment Management LLC | 30,045 | $59.36M | $54.6M | -$4.75M | -8.01% |
James Rankin Modern Wealth Management, LLC | 1,231 | $2.42M | $2.28M | -$135,476.62 | -5.6% |
Jeff Ramsey Quotient Wealth Partners, LLC | 166 | $278,054.75 | $303,617.32 | $25,562.57 | 9.19% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,906 | $2.9M | $3.52M | $614,250.25 | 21.16% |
| WG William Garver Leibman Financial Services, Inc. | 2,028 | $3.91M | $3.79M | -$122,605.5 | -3.13% |
Jon Deven Mouton CAP Partners, LLC | 428 | $716,659.33 | $788,581.44 | $71,922.11 | 10.04% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 179 | $310,312.98 | $331,391.65 | $21,078.67 | 6.79% |
Taylor Wagner Valued Wealth Advisors LLC | 8 | $14,015.9 | $14,675.04 | $659.14 | 4.7% |
Darin Sadow Freestone Grove Partners LP | 43 | $72,988 | $80,066 | $7,078 | 9.7% |
Keisuke Ichihara Rakuten Securities, Inc. | 419 | $749,129.62 | $768,605.22 | $19,475.6 | 2.6% |
Joshua Stipcich Tidemark, LLC | 38 | $65,702.59 | $70,968.99 | $5,266.4 | 8.02% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 118 | $200,293 | $215,824.36 | $15,531.36 | 7.75% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 154 | $310,196 | $285,676.16 | -$24,519.84 | -7.9% |
Bryan Gleason 14B Captial Management LP | 1,870 | $3.77M | $3.4M | -$362,190.84 | -9.62% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 75 | $161,702.19 | $137,933.25 | -$23,768.94 | -14.7% |