| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 4 | $309 | $341.76 | $32.76 | 10.6% |
Kevin Orr Centennial Bank/AR/ | 9 | $475.95 | $746.37 | $270.42 | 56.82% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 140 | $11,094.11 | $11,610.2 | $516.09 | 4.65% |
Syon Capital LLC SYON CAPITAL LLC | 4,224 | $322,924.3 | $360,898.56 | $37,974.26 | 11.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 24,990 | $1.93M | $2.14M | $205,089.15 | 10.63% |
| AK Alisha Kamadia United Community Bank | 1 | $52.88 | $85.44 | $32.56 | 61.57% |
Robert Shea NEOS Investment Management LLC | 21,066 | $1.42M | $1.8M | $379,817.97 | 26.75% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 17,789 | $1.24M | $1.52M | $279,643.06 | 22.55% |
David Vollmer PFS Partners, LLC | 25 | $1,322 | $2,136 | $814 | 61.57% |
Benj Foor Frazier Financial Advisors, LLC | 227 | $12,279.04 | $18,825.11 | $6,546.07 | 53.31% |
Angela Kelley HTLF Bank | 3,038 | $211,809.59 | $259,566.72 | $47,757.13 | 22.55% |
Amir Har-El Savvy Advisors, Inc. | 4,552 | $342,857.11 | $388,922.88 | $46,065.77 | 13.44% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 8 | $617 | $683.52 | $66.52 | 10.78% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 32 | $2,089.59 | $2,734.08 | $644.49 | 30.84% |
Jeffrey McGrath Cetera Trust Company, N.A | 2,347 | $124,109.25 | $200,527.68 | $76,418.43 | 61.57% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 23 | $1,599.65 | $1,965.12 | $365.47 | 22.85% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 29 | $1,894 | $2,477.76 | $583.76 | 30.82% |
Taylor Wagner Valued Wealth Advisors LLC | 86 | $4,548.11 | $7,347.84 | $2,799.73 | 61.56% |
Darin Sadow Freestone Grove Partners LP | 131,281 | $9.54M | $11.22M | $1.68M | 17.63% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,713 | $209,308 | $231,798.72 | $22,490.72 | 10.75% |