| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 463 | $103,401.25 | $84,349.34 | -$19,051.91 | -18.43% |
| KS Kristi Shields ROGCO, LP | 183 | $35,021.76 | $33,338.94 | -$1,682.82 | -4.81% |
Syon Capital LLC SYON CAPITAL LLC | 11,171 | $2.15M | $2.04M | -$112,405.32 | -5.23% |
Kevin Bresler TD Waterhouse Canada Inc. | 121,540 | $23.07M | $22.14M | -$926,395.05 | -4.02% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,844 | $537,763.25 | $518,119.89 | -$19,643.36 | -3.65% |
| AK Alisha Kamadia United Community Bank | 19 | $3,829.13 | $3,461.42 | -$367.71 | -9.6% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,382 | $4.35M | $3.9M | -$454,916.97 | -10.46% |
Robert Shea NEOS Investment Management LLC | 70,360 | $14.6M | $12.82M | -$1.78M | -12.19% |
RENEE PILKENTON Exchange Bank | 6,164 | $1.16M | $1.12M | -$36,381.88 | -3.14% |
Charles Corkery PUREfi Wealth, LLC | 1,325 | $297,980.33 | $241,388.49 | -$56,591.84 | -18.99% |
James Rankin Modern Wealth Management, LLC | 1,611 | $356,553.52 | $293,491.96 | -$63,061.56 | -17.69% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 8,588 | $1.82M | $1.56M | -$259,611.67 | -14.23% |
David Vollmer PFS Partners, LLC | 1,471 | $257,300.84 | $267,986.77 | $10,685.93 | 4.15% |
Benj Foor Frazier Financial Advisors, LLC | 221 | $42,181.13 | $40,261.78 | -$1,919.35 | -4.55% |
Angela Kelley HTLF Bank | 1,219 | $233,175.91 | $222,077.41 | -$11,098.5 | -4.76% |
Lydia Gallas Harbour Trust & Investment Management Co | 44,233 | $8.49M | $8.06M | -$428,987.2 | -5.05% |
Amir Har-El Savvy Advisors, Inc. | 2,717 | $568,636.78 | $494,983.03 | -$73,653.75 | -12.95% |
David W. Lewis Lewis Asset Management, LLC | 1,255 | $252,920.56 | $228,635.89 | -$24,284.67 | -9.6% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 2,546 | $303,721.57 | $463,830.25 | $160,108.68 | 52.72% |
Owen McCabe Tyche Wealth Partners LLC | 1,199 | $231,367.62 | $218,433.81 | -$12,933.81 | -5.59% |