| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 3,006 | $1.04M | $961,529.22 | -$76,435.65 | -7.36% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,882 | $843,434.34 | $921,865.34 | $78,431 | 9.3% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,044 | $1.9M | $1.93M | $35,833.22 | 1.89% |
| KS Kristi Shields ROGCO, LP | 1,515 | $552,253.02 | $484,603.05 | -$67,649.97 | -12.25% |
Syon Capital LLC SYON CAPITAL LLC | 7,749 | $2.33M | $2.48M | $152,401.74 | 6.55% |
Kevin Bresler TD Waterhouse Canada Inc. | 213,941 | $67.43M | $68.43M | $999,103.04 | 1.48% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 2,000 | $657,180 | $639,740 | -$17,440 | -2.65% |
Melissa S. Kampmann Kampmann Melissa S. | 12,410 | $4.62M | $3.97M | -$649,661.94 | -14.06% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,806 | $554,540.63 | $577,685.22 | $23,144.59 | 4.17% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,556 | $765,692.33 | $817,587.72 | $51,895.39 | 6.78% |
| AK Alisha Kamadia United Community Bank | 1,431 | $467,741.67 | $457,733.97 | -$10,007.7 | -2.14% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,364 | $6.44M | $5.87M | -$562,758.75 | -8.74% |
Robert Shea NEOS Investment Management LLC | 49,491 | $17.67M | $15.83M | -$1.84M | -10.42% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,615 | $509,046.73 | $516,590.05 | $7,543.32 | 1.48% |
Savoie Capital LLC Savoie Capital LLC | 5,000 | $1.5M | $1.6M | $102,050 | 6.82% |
Charles Corkery PUREfi Wealth, LLC | 21,346 | $7.69M | $6.83M | -$857,339.97 | -11.16% |
Mark Weber DecisionMap Wealth Management, LLC | 671 | $241,524.95 | $214,632.77 | -$26,892.18 | -11.13% |
James Rankin Modern Wealth Management, LLC | 4,051 | $1.43M | $1.3M | -$131,589.7 | -9.22% |
KKM Financial LLC KKM Financial LLC | 5,916 | $2.04M | $1.89M | -$142,982.98 | -7.03% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 560 | $201,649.5 | $179,127.2 | -$22,522.3 | -11.17% |