| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 15,082 | $2.6M | $3.16M | $557,401.67 | 21.41% |
Florian Peters denkapparat Operations GmbH | 1,844 | $402,822 | $392,329.42 | -$10,492.58 | -2.6% |
Kevin Bresler TD Waterhouse Canada Inc. | 12,332 | $2.38M | $2.61M | $229,635.34 | 9.66% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,500 | $750,295.77 | $951,390 | $201,094.23 | 26.8% |
| AK Alisha Kamadia United Community Bank | 2,459 | $654,411.51 | $513,611.33 | -$140,800.18 | -21.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,533 | $1.78M | $1.8M | $20,057.8 | 1.12% |
Robert Shea NEOS Investment Management LLC | 96,651 | $22.03M | $20.68M | -$1.35M | -6.12% |
Teresa Douberly Burford Brothers, Inc. | 8,498 | $1.72M | $1.8M | $78,004.34 | 4.54% |
James Rankin Modern Wealth Management, LLC | 3,179 | $667,171.63 | $666,318.43 | -$853.2 | -0.13% |
Benj Foor Frazier Financial Advisors, LLC | 50 | $9,921.79 | $10,768.5 | $846.71 | 8.53% |
Lydia Gallas Harbour Trust & Investment Management Co | 1,502 | $240,185.28 | $317,552.84 | $77,367.56 | 32.21% |
Amir Har-El Savvy Advisors, Inc. | 11,083 | $2.71M | $2.34M | -$366,008.82 | -13.51% |
Ann Keitner Quantum Portfolio Management LLC | 689 | $150,512 | $144,414.41 | -$6,097.59 | -4.05% |
David W. Lewis Lewis Asset Management, LLC | 1,833 | $291,962.86 | $387,532.86 | $95,570 | 32.73% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 163 | $35,607 | $34,461.46 | -$1,145.54 | -3.22% |
United Advisor Group LLC United Advisor Group, LLC | 8,491 | $1.79M | $1.8M | $6,449.48 | 0.36% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,991 | $382,778.06 | $420,937.22 | $38,159.16 | 9.97% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 1,303 | $228,350 | $275,480.26 | $47,130.26 | 20.64% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 440 | $88,894 | $93,024.8 | $4,130.8 | 4.65% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 436 | $69,446.08 | $92,179.12 | $22,733.04 | 32.73% |