| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 197 | $70,029.99 | $81,045.8 | $11,015.81 | 15.73% |
Syon Capital LLC SYON CAPITAL LLC | 3,566 | $1.33M | $1.47M | $141,398.81 | 10.67% |
Kevin Bresler TD Waterhouse Canada Inc. | 22,064 | $9.48M | $9.08M | -$400,546.08 | -4.22% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 6 | $2,130 | $2,468.34 | $338.34 | 15.88% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,929 | $636,366.97 | $793,590.6 | $157,223.63 | 24.71% |
| AK Alisha Kamadia United Community Bank | 2 | $914.59 | $822.8 | -$91.79 | -10.04% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,588 | $5.94M | $6M | $63,078.41 | 1.06% |
Robert Shea NEOS Investment Management LLC | 23,526 | $9.8M | $9.68M | -$122,095.43 | -1.25% |
James Rankin Modern Wealth Management, LLC | 7,672 | $2.86M | $3.16M | $293,756.29 | 10.26% |
David Vollmer PFS Partners, LLC | 24 | $10,092 | $9,873.6 | -$218.4 | -2.16% |
Benj Foor Frazier Financial Advisors, LLC | 66 | $24,887.86 | $27,152.4 | $2,264.54 | 9.1% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 1,929 | $837,524 | $785,450.2 | -$52,073.8 | -6.22% |
Amir Har-El Savvy Advisors, Inc. | 1,198 | $501,078.96 | $493,072.83 | -$8,006.13 | -1.6% |
Ann Keitner Quantum Portfolio Management LLC | 1,785 | $803,301.85 | $734,349 | -$68,952.85 | -8.58% |
Owen McCabe Tyche Wealth Partners LLC | 1,417 | $543,241.89 | $582,953.8 | $39,711.91 | 7.31% |
Jeff Ramsey Quotient Wealth Partners, LLC | 875 | $306,984.98 | $359,975 | $52,990.02 | 17.26% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,165 | $787,083.7 | $890,681 | $103,597.3 | 13.16% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 200 | $80,591 | $82,316 | $1,725 | 2.14% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 127 | $55,162 | $52,270.66 | -$2,891.34 | -5.24% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 713 | $321,640.3 | $293,456.53 | -$28,183.77 | -8.76% |