| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 7 | $1,205 | $1,266.86 | $61.86 | 5.13% |
Syon Capital LLC SYON CAPITAL LLC | 3,155 | $613,896.82 | $584,306 | -$29,590.82 | -4.82% |
Kevin Bresler TD Waterhouse Canada Inc. | 200 | $46,536.13 | $36,196 | -$10,340.13 | -22.22% |
| MC Megan Claucherty Kodai Capital Management LP | 117,166 | $25.53M | $21.2M | -$4.32M | -16.93% |
Robert Shea NEOS Investment Management LLC | 39,068 | $7.91M | $7.07M | -$840,131.14 | -10.62% |
James Rankin Modern Wealth Management, LLC | 1,420 | $278,064.41 | $262,984 | -$15,080.41 | -5.42% |
David Vollmer PFS Partners, LLC | 16 | $3,758 | $2,895.68 | -$862.32 | -22.95% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3 | $587.46 | $542.94 | -$44.52 | -7.58% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 27 | $5,311.5 | $4,886.46 | -$425.04 | -8% |
Jeffrey McGrath Cetera Trust Company, N.A | 715 | $144,972.54 | $130,902.2 | -$14,070.34 | -9.71% |
Darin Sadow Freestone Grove Partners LP | 4,972 | $961,098.12 | $920,814.4 | -$40,283.72 | -4.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 286 | $56,228.65 | $52,360.88 | -$3,867.77 | -6.88% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 3,349 | $647,529 | $606,102.02 | -$41,426.98 | -6.4% |
Matthew Stead Sachetta, LLC | 26 | $4,522.64 | $4,705.48 | $182.84 | 4.04% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 20 | $3,466.82 | $3,704 | $237.18 | 6.84% |
Alan Gilmore Private Wealth Management Group, LLC | 1 | $172.25 | $180.98 | $8.73 | 5.07% |
David Novak Novak & Powell Financial Services, Inc. | 2,689 | $682,172.46 | $486,843.45 | -$195,329.01 | -28.63% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5,641 | $1.24M | $1.03M | -$210,901.03 | -16.96% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5 | $979.1 | $904.9 | -$74.2 | -7.58% |
Douglas E. Morisoli Fairman Group, LLC | 18 | $3,482 | $3,257.64 | -$224.36 | -6.44% |