| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 12,765 | $1.18M | $1.67M | $499,023.15 | 42.45% |
| KS Kristi Shields ROGCO, LP | 16 | $1,846 | $2,098.88 | $252.88 | 13.7% |
Syon Capital LLC SYON CAPITAL LLC | 5,811 | $483,941.11 | $826,905.3 | $342,964.19 | 70.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,726 | $498,535.07 | $619,956.63 | $121,421.56 | 24.36% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 50 | $4,083 | $6,559 | $2,476 | 60.64% |
Nitin Wadke Tribune Investment Group LP | 45,740 | $7.47M | $6.5M | -$971,059.8 | -13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 15,863 | $1.33M | $2.08M | $750,203.31 | 56.38% |
Robert Shea NEOS Investment Management LLC | 33,900 | $2.78M | $4.69M | $1.9M | 68.33% |
James Rankin Modern Wealth Management, LLC | 2,453 | $303,772.85 | $349,061.9 | $45,289.05 | 14.91% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,515 | $174,827.38 | $198,737.68 | $23,910.3 | 13.68% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,142 | $256,543.95 | $370,787.42 | $114,243.47 | 44.53% |
Amir Har-El Savvy Advisors, Inc. | 2,362 | $272,536 | $292,722.66 | $20,186.66 | 7.41% |
Joseph Morrison Sentry LLC | 3,147 | $270,410.64 | $447,818.1 | $177,407.46 | 65.61% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 377 | $61,568 | $46,700.87 | -$14,867.13 | -24.15% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 200 | $16,329.89 | $26,236 | $9,906.11 | 60.66% |
Jeffrey McGrath Cetera Trust Company, N.A | 21 | $2,423 | $2,983.68 | $560.68 | 23.14% |
Taylor Wagner Valued Wealth Advisors LLC | 101 | $8,253 | $13,249.18 | $4,996.18 | 60.54% |
Curtis Burkholder Bare Financial Services, Inc | 128 | $10,451 | $16,791.04 | $6,340.04 | 60.66% |
Keisuke Ichihara Rakuten Securities, Inc. | 134 | $15,460.62 | $19,038.72 | $3,578.1 | 23.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,904 | $264,862.08 | $412,600.32 | $147,738.24 | 55.78% |