| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 12,523 | $738,694.27 | $1.88M | $1.15M | 155.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 30,575 | $2.64M | $4.64M | $2.01M | 76.08% |
Robert Shea NEOS Investment Management LLC | 129,750 | $33.88M | $20.8M | -$13.09M | -38.63% |
Owen McCabe Tyche Wealth Partners LLC | 4,700 | $570,205.5 | $751,718 | $181,512.5 | 31.83% |
United Advisor Group LLC United Advisor Group, LLC | 6,270 | $579,259.67 | $1.01M | $425,789.98 | 73.51% |
Raymond Debbane Siren, L.L.C. | 52,000 | $5.42M | $8.32M | $2.9M | 53.58% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 19 | $4,961.85 | $3,124.07 | -$1,837.78 | -37.04% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 89 | $1,767 | $14,251.57 | $12,484.57 | 706.54% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 942 | $246,003.29 | $148,727.67 | -$97,275.62 | -39.54% |
Taylor Wagner Valued Wealth Advisors LLC | 11 | $305 | $1,654.12 | $1,349.12 | 442.33% |
Darin Sadow Freestone Grove Partners LP | 258 | $67,376.7 | $41,559.93 | -$25,816.77 | -38.32% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 10,608 | $943,438.53 | $1.74M | $800,781.87 | 84.88% |
Joshua Stipcich Tidemark, LLC | 197 | $51,446.55 | $31,679.57 | -$19,766.98 | -38.42% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 923 | $241,041.44 | $148,076.89 | -$92,964.55 | -38.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 263 | $26,619.52 | $42,044.49 | $15,424.97 | 57.95% |
Craig Silberg EVERPAR ADVISORS LLC | 800 | $208,919.99 | $128,480 | -$80,439.99 | -38.5% |
Matthew Stead Sachetta, LLC | 67 | $1,415 | $10,774.27 | $9,359.27 | 661.43% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 15 | $1,557 | $2,412.15 | $855.15 | 54.92% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,571 | $661,308.56 | $407,863.44 | -$253,445.12 | -38.32% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 75 | $19,586.25 | $12,122.25 | -$7,464 | -38.11% |