| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 128,982 | $7.46M | $6.94M | -$517,569.34 | -6.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,980 | $717,173.76 | $751,984.2 | $34,810.44 | 4.85% |
Mark Petersen Prosperitas Financial LLC | 81,981 | $4.09M | $4.42M | $324,177.03 | 7.92% |
Robert Shea NEOS Investment Management LLC | 109,882 | $5.54M | $5.91M | $365,671.26 | 6.59% |
James Rankin Modern Wealth Management, LLC | 28,374 | $1.4M | $1.53M | $123,329.05 | 8.79% |
Joseph C. Gissy Tactive Advisors, LLC | 4,344 | $282,379.36 | $234,076.44 | -$48,302.92 | -17.11% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 423,306 | $20.84M | $22.81M | $1.97M | 9.45% |
Benj Foor Frazier Financial Advisors, LLC | 46 | $2,981 | $2,474.34 | -$506.66 | -17% |
Amir Har-El Savvy Advisors, Inc. | 10,140 | $659,125 | $545,430.6 | -$113,694.4 | -17.25% |
Owen McCabe Tyche Wealth Partners LLC | 4,348 | $282,591 | $233,878.92 | -$48,712.08 | -17.24% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 82 | $4,114.07 | $4,410.78 | $296.71 | 7.21% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 332 | $21,580 | $17,858.28 | -$3,721.72 | -17.25% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,797 | $698,420 | $740,209.05 | $41,789.05 | 5.98% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,841 | $383,733.06 | $475,557.39 | $91,824.33 | 23.93% |
Taylor Wagner Valued Wealth Advisors LLC | 271 | $16,827.2 | $14,577.09 | -$2,250.11 | -13.37% |
Darin Sadow Freestone Grove Partners LP | 1.15M | $74.7M | $61.82M | -$12.88M | -17.25% |
| CPC Charles P. Cocke Jr LB Partners LLC | 3,400 | $221,000 | $182,886 | -$38,114 | -17.25% |
Curtis Burkholder Bare Financial Services, Inc | 291 | $15,813.6 | $15,631.06 | -$182.54 | -1.15% |
Keisuke Ichihara Rakuten Securities, Inc. | 18,278 | $1.09M | $981,802.77 | -$113,182.36 | -10.34% |
Joshua Stipcich Tidemark, LLC | 210 | $12,464.34 | $11,280.15 | -$1,184.19 | -9.5% |