| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 14,145 | $844,600.96 | $812,205.9 | -$32,395.06 | -3.84% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 78,470 | $4.56M | $4.45M | -$114,727.12 | -2.51% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,585 | $391,312.09 | $377,320.5 | -$13,991.59 | -3.58% |
| KS Kristi Shields ROGCO, LP | 200 | $13,397.99 | $11,511 | -$1,886.99 | -14.08% |
Syon Capital LLC SYON CAPITAL LLC | 15,898 | $974,984.16 | $894,183.01 | -$80,801.15 | -8.29% |
Florian Peters denkapparat Operations GmbH | 46,558 | $2.53M | $2.67M | $143,643.95 | 5.69% |
Kevin Bresler TD Waterhouse Canada Inc. | 58,482 | $2.93M | $3.32M | $383,139.68 | 13.06% |
| AK Alisha Kamadia United Community Bank | 34 | $2,218.5 | $1,942.59 | -$275.91 | -12.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,192 | $1.59M | $1.54M | -$48,377.42 | -3.04% |
Robert Shea NEOS Investment Management LLC | 704,742 | $42.86M | $40.26M | -$2.6M | -6.07% |
James Rankin Modern Wealth Management, LLC | 5,091 | $335,468.42 | $289,830.63 | -$45,637.79 | -13.6% |
Menachem Striks Morton Capital Management LLC/CA | 5,349 | $240,321.42 | $307,326.79 | $67,005.37 | 27.88% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 283,951 | $14.2M | $16.31M | $2.11M | 14.83% |
Amir Har-El Savvy Advisors, Inc. | 14,145 | $825,928.76 | $804,284.7 | -$21,644.06 | -2.62% |
Joseph Morrison Sentry LLC | 7,919 | $601,368.72 | $454,590.19 | -$146,778.53 | -24.41% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 641 | $27,678.83 | $36,363.93 | $8,685.1 | 31.38% |
United Advisor Group LLC United Advisor Group, LLC | 9,552 | $638,595.51 | $545,132.64 | -$93,462.87 | -14.64% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,541 | $184,496.04 | $199,907.15 | $15,411.11 | 8.35% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,010 | $226,602.25 | $286,371.6 | $59,769.35 | 26.38% |
Taylor Wagner Valued Wealth Advisors LLC | 152 | $8,136.62 | $8,618.4 | $481.78 | 5.92% |