| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 2,375 | $1.05M | $1M | -$51,421.65 | -4.89% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,505 | $691,354.79 | $585,083.82 | -$106,270.97 | -15.37% |
| AK Alisha Kamadia United Community Bank | 7 | $3,453.75 | $2,886.24 | -$567.51 | -16.43% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1,983 | $960,040.07 | $770,911.1 | -$189,128.97 | -19.7% |
Robert Shea NEOS Investment Management LLC | 144,623 | $67.4M | $59.54M | -$7.86M | -11.66% |
James Rankin Modern Wealth Management, LLC | 885 | $435,637.34 | $373,027.5 | -$62,609.84 | -14.37% |
David Vollmer PFS Partners, LLC | 3 | $1,481 | $1,166.28 | -$314.72 | -21.25% |
Benj Foor Frazier Financial Advisors, LLC | 25 | $10,299.77 | $10,400 | $100.23 | 0.97% |
Amir Har-El Savvy Advisors, Inc. | 533 | $211,324 | $207,209.09 | -$4,114.91 | -1.95% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 6 | $2,676 | $2,332.56 | -$343.44 | -12.83% |
United Advisor Group LLC United Advisor Group, LLC | 819 | $396,720.94 | $318,394.45 | -$78,326.49 | -19.74% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 235 | $118,453.88 | $91,358.6 | -$27,095.28 | -22.87% |
Jeffrey McGrath Cetera Trust Company, N.A | 41 | $21,111 | $16,905.12 | -$4,205.88 | -19.92% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,920 | $927,146.05 | $746,419.22 | -$180,726.83 | -19.49% |
Taylor Wagner Valued Wealth Advisors LLC | 14 | $7,097.18 | $5,442.64 | -$1,654.54 | -23.31% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 542 | $241,770 | $228,453 | -$13,317 | -5.51% |
Curtis Burkholder Bare Financial Services, Inc | 23 | $10,590.24 | $8,941.48 | -$1,648.76 | -15.57% |
Keisuke Ichihara Rakuten Securities, Inc. | 273 | $122,872.64 | $112,563.36 | -$10,309.28 | -8.39% |
Sam Tedawes Quantessence Capital LLC | 531 | $236,863 | $223,816.5 | -$13,046.5 | -5.51% |
Joshua Stipcich Tidemark, LLC | 3 | $1,189 | $1,248 | $59 | 4.96% |