| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 1,310 | $121,291.03 | $104,695.2 | -$16,595.83 | -13.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,133 | $662,762.61 | $649,989.36 | -$12,773.25 | -1.93% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 48 | $3,681.38 | $3,848.16 | $166.78 | 4.53% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 370 | $32,378.27 | $29,211.5 | -$3,166.77 | -9.78% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 7,674 | $649,590.58 | $601,488.12 | -$48,102.46 | -7.41% |
Darin Sadow Freestone Grove Partners LP | 9,196 | $840,190.14 | $726,713.9 | -$113,476.24 | -13.51% |
Curtis Burkholder Bare Financial Services, Inc | 66 | $5,263.85 | $5,173.08 | -$90.77 | -1.72% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,213 | $99,720.15 | $96,069.6 | -$3,650.55 | -3.66% |
Matthew Stead Sachetta, LLC | 27 | $1,509.19 | $2,130.03 | $620.84 | 41.14% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 28 | $2,631 | $2,194.64 | -$436.36 | -16.59% |
Alan Gilmore Private Wealth Management Group, LLC | 231 | $14,915.61 | $18,115.02 | $3,199.41 | 21.45% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,251 | $2.26M | $2.53M | $262,874.66 | 11.61% |
Anne Wright Lummis Asset Management, LP | 40 | $3,202 | $3,191.6 | -$10.4 | -0.32% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 36 | $3,012.37 | $2,876.76 | -$135.61 | -4.5% |
Corey Saft Sivia Capital Partners, LLC | 7,020 | $575,320.61 | $560,652.3 | -$14,668.31 | -2.55% |
Brandon Hobson Silver Coast Investments LLC | 3,434 | $200,112.42 | $269,156.92 | $69,044.5 | 34.5% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 1,761 | $139,455.74 | $140,739.12 | $1,283.38 | 0.92% |
| WL Wealthcollab LLC WealthCollab, LLC | 62 | $4,910 | $4,897.38 | -$12.62 | -0.26% |
Ian Jameson American Capital Advisory, LLC | 2 | $155 | $157.7 | $2.7 | 1.74% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 16,200 | $877,464 | $1.29M | $417,078 | 47.53% |