| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,641 | $212,435.74 | $265,070.59 | $52,634.85 | 24.78% |
| KS Kristi Shields ROGCO, LP | 5,426 | $278,842 | $254,967.74 | -$23,874.26 | -8.56% |
Syon Capital LLC SYON CAPITAL LLC | 12,786 | $635,312.1 | $600,814.14 | -$34,497.96 | -5.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 130,149 | $6.25M | $6.12M | -$137,536.56 | -2.2% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 2,275 | $95,320.74 | $106,902.25 | $11,581.51 | 12.15% |
Brian Glenn Premier Path Wealth Partners, LLC | 12,577 | $581,223.34 | $590,993.23 | $9,769.89 | 1.68% |
| AK Alisha Kamadia United Community Bank | 22 | $756.14 | $1,033.78 | $277.64 | 36.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,252 | $1.1M | $1.28M | $184,117.69 | 16.79% |
Robert Shea NEOS Investment Management LLC | 215,789 | $8.36M | $10.14M | $1.78M | 21.34% |
James Rankin Modern Wealth Management, LLC | 5,495 | $274,906 | $258,210.05 | -$16,695.95 | -6.07% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 52,148 | $1.84M | $2.45M | $613,477.13 | 33.4% |
Benj Foor Frazier Financial Advisors, LLC | 196 | $10,073 | $9,210.04 | -$862.96 | -8.57% |
Amir Har-El Savvy Advisors, Inc. | 10,060 | $442,819.98 | $472,719.4 | $29,899.42 | 6.75% |
Ann Keitner Quantum Portfolio Management LLC | 3,973 | $204,172 | $186,691.27 | -$17,480.73 | -8.56% |
Joseph Morrison Sentry LLC | 17,883 | $878,063.76 | $840,322.17 | -$37,741.59 | -4.3% |
Owen McCabe Tyche Wealth Partners LLC | 9,539 | $363,589.49 | $448,237.61 | $84,648.12 | 23.28% |
Jeff Ramsey Quotient Wealth Partners, LLC | 34,990 | $1.71M | $1.64M | -$63,882.88 | -3.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 756 | $28,993.5 | $35,524.44 | $6,530.94 | 22.53% |
Jeffrey McGrath Cetera Trust Company, N.A | 892 | $46,420 | $41,915.08 | -$4,504.92 | -9.7% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,012 | $52,004 | $47,553.88 | -$4,450.12 | -8.56% |