| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,022 | $887,577.85 | $851,055.64 | -$36,522.21 | -4.11% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,748 | $1.81M | $1.62M | -$190,069.13 | -10.51% |
| KS Kristi Shields ROGCO, LP | 1,515 | $552,253.02 | $428,063.23 | -$124,189.79 | -22.49% |
Syon Capital LLC SYON CAPITAL LLC | 5,771 | $1.79M | $1.68M | -$107,114.93 | -6% |
Kevin Bresler TD Waterhouse Canada Inc. | 210,670 | $66.56M | $61.77M | -$4.78M | -7.19% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 1,991 | $654,222.69 | $562,557.03 | -$91,665.66 | -14.01% |
Melissa S. Kampmann Kampmann Melissa S. | 12,258 | $4.56M | $3.57M | -$996,078.95 | -21.83% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,001 | $615,928.11 | $563,521.62 | -$52,406.49 | -8.51% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,535 | $759,402.69 | $743,338.08 | -$16,064.61 | -2.12% |
| AK Alisha Kamadia United Community Bank | 1,425 | $466,137.15 | $401,308.5 | -$64,828.65 | -13.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,239 | $5.8M | $4.76M | -$1.04M | -17.91% |
Robert Shea NEOS Investment Management LLC | 55,637 | $19.61M | $15.67M | -$3.94M | -20.09% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 1,515 | $478,537.69 | $426,669.45 | -$51,868.24 | -10.84% |
Savoie Capital LLC Savoie Capital LLC | 5,000 | $1.5M | $1.46M | -$33,650 | -2.25% |
Charles Corkery PUREfi Wealth, LLC | 21,356 | $7.69M | $6.03M | -$1.65M | -21.52% |
Mark Weber DecisionMap Wealth Management, LLC | 642 | $231,083.5 | $180,806.46 | -$50,277.04 | -21.76% |
James Rankin Modern Wealth Management, LLC | 5,503 | $1.88M | $1.61M | -$274,543.35 | -14.57% |
KKM Financial LLC KKM Financial LLC | 5,188 | $1.82M | $1.47M | -$351,457.56 | -19.34% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 560 | $201,649.5 | $158,227.99 | -$43,421.51 | -21.53% |
Benj Foor Frazier Financial Advisors, LLC | 74 | $23,474.24 | $20,839.88 | -$2,634.36 | -11.22% |