| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,161 | $195,442.01 | $250,360.11 | $54,918.1 | 28.1% |
| KS Kristi Shields ROGCO, LP | 5,426 | $278,842 | $264,626.02 | -$14,215.98 | -5.1% |
Syon Capital LLC SYON CAPITAL LLC | 12,633 | $626,392.11 | $601,330.8 | -$25,061.31 | -4% |
Kevin Bresler TD Waterhouse Canada Inc. | 124,999 | $5.97M | $6.05M | $78,664.72 | 1.32% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,162 | $48,630.39 | $56,670.74 | $8,040.35 | 16.53% |
Brian Glenn Premier Path Wealth Partners, LLC | 13,165 | $608,559.73 | $638,634.15 | $30,074.42 | 4.94% |
| AK Alisha Kamadia United Community Bank | 22 | $756.14 | $1,067.22 | $311.08 | 41.14% |
Courtney Haddad Concurrent Investment Advisors, LLC | 94,050 | $4.2M | $4.55M | $347,306.75 | 8.27% |
Robert Shea NEOS Investment Management LLC | 243,304 | $9.64M | $11.8M | $2.17M | 22.49% |
James Rankin Modern Wealth Management, LLC | 13,823 | $662,080.58 | $663,918.69 | $1,838.11 | 0.28% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 45,436 | $1.56M | $2.2M | $640,802.75 | 40.99% |
Benj Foor Frazier Financial Advisors, LLC | 189 | $9,713.25 | $9,168.39 | -$544.86 | -5.61% |
Amir Har-El Savvy Advisors, Inc. | 12,519 | $557,136.87 | $602,852.44 | $45,715.57 | 8.21% |
Ann Keitner Quantum Portfolio Management LLC | 4,463 | $226,952.11 | $216,500.13 | -$10,451.98 | -4.61% |
Joseph Morrison Sentry LLC | 17,883 | $878,063.76 | $867,504.33 | -$10,559.43 | -1.2% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 982 | $46,768.84 | $46,959.24 | $190.4 | 0.41% |
Owen McCabe Tyche Wealth Partners LLC | 9,859 | $378,466.52 | $478,260.09 | $99,793.57 | 26.37% |
Jeff Ramsey Quotient Wealth Partners, LLC | 33,533 | $1.63M | $1.63M | -$5,555.41 | -0.34% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 776 | $29,923.29 | $37,170.4 | $7,247.11 | 24.22% |
Jeffrey McGrath Cetera Trust Company, N.A | 892 | $46,420 | $43,270.92 | -$3,149.08 | -6.78% |