| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 21,896 | $4.68M | $4.61M | -$72,240.37 | -1.54% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,025 | $224,470 | $215,813.75 | -$8,656.25 | -3.86% |
| AK Alisha Kamadia United Community Bank | 28 | $6,691.25 | $5,895.4 | -$795.85 | -11.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,319 | $3.81M | $4.28M | $464,291.72 | 12.17% |
Robert Shea NEOS Investment Management LLC | 32,440 | $6.91M | $6.96M | $51,681.19 | 0.75% |
Teresa Douberly Burford Brothers, Inc. | 1,944 | $323,888.85 | $409,309.2 | $85,420.35 | 26.37% |
James Rankin Modern Wealth Management, LLC | 2,041 | $450,371 | $429,732.55 | -$20,638.45 | -4.58% |
David Vollmer PFS Partners, LLC | 25 | $6,065.52 | $5,263.75 | -$801.77 | -13.22% |
Benj Foor Frazier Financial Advisors, LLC | 330 | $56,043.99 | $70,788.3 | $14,744.31 | 26.31% |
Amir Har-El Savvy Advisors, Inc. | 1,524 | $325,394.85 | $320,878.2 | -$4,516.65 | -1.39% |
David W. Lewis Lewis Asset Management, LLC | 3,789 | $904,425.98 | $797,773.95 | -$106,652.03 | -11.79% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 162 | $34,519 | $34,109.1 | -$409.9 | -1.19% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,218 | $217,274.05 | $256,449.9 | $39,175.85 | 18.03% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 11,151 | $2.05M | $2.35M | $300,943.05 | 14.7% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 233 | $42,085.7 | $49,058.15 | $6,972.45 | 16.57% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 200 | $34,146 | $42,110 | $7,964 | 23.32% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 329 | $72,058 | $69,270.95 | -$2,787.05 | -3.87% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,726 | $368,243 | $363,409.3 | -$4,833.7 | -1.31% |
Taylor Wagner Valued Wealth Advisors LLC | 146 | $30,892.19 | $30,740.3 | -$151.89 | -0.49% |
Curtis Burkholder Bare Financial Services, Inc | 74 | $16,340.27 | $15,580.7 | -$759.57 | -4.65% |