| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 6,778 | $758,986.15 | $728,533.33 | -$30,452.82 | -4.01% |
Kevin Bresler TD Waterhouse Canada Inc. | 151,470 | $16.13M | $16.33M | $198,996.71 | 1.23% |
| AK Alisha Kamadia United Community Bank | 5 | $512.31 | $537.62 | $25.31 | 4.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,471 | $909,572.77 | $805,448.51 | -$104,124.26 | -11.45% |
Robert Shea NEOS Investment Management LLC | 36,089 | $4.19M | $3.88M | -$309,623.35 | -7.39% |
James Rankin Modern Wealth Management, LLC | 1,659 | $201,144 | $179,030.98 | -$22,113.02 | -10.99% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,360 | $248,060 | $255,375.6 | $7,315.6 | 2.95% |
David Vollmer PFS Partners, LLC | 14 | $1,472 | $1,505.14 | $33.14 | 2.25% |
Benj Foor Frazier Financial Advisors, LLC | 2,800 | $418,740.8 | $301,070 | -$117,670.8 | -28.1% |
Amir Har-El Savvy Advisors, Inc. | 1,680 | $203,802 | $180,768 | -$23,034 | -11.3% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 203 | $24,622 | $21,715.92 | -$2,906.08 | -11.8% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,115 | $144,272.5 | $120,113.37 | -$24,159.13 | -16.75% |
Taylor Wagner Valued Wealth Advisors LLC | 144 | $21,535.2 | $15,468.48 | -$6,066.72 | -28.17% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 1,658 | $201,099 | $179,528.24 | -$21,570.76 | -10.73% |
Curtis Burkholder Bare Financial Services, Inc | 40 | $4,765.2 | $4,312.4 | -$452.8 | -9.5% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $109.5 | $107.42 | -$2.08 | -1.9% |
Joshua Stipcich Tidemark, LLC | 3 | $321 | $322.38 | $1.38 | 0.43% |
Rob Dainard Hara Capital LLC | 300 | $39,738 | $32,484 | -$7,254 | -18.25% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3 | $321 | $322.17 | $1.17 | 0.36% |
Dustin Schick Evergreen Private Wealth LLC | 1,128 | $120,610.24 | $121,260 | $649.76 | 0.54% |