| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Bresler TD Waterhouse Canada Inc. | 57,827 | $13.05M | $11.13M | -$1.92M | -14.73% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,107 | $528,061.28 | $597,879.98 | $69,818.7 | 13.22% |
| AK Alisha Kamadia United Community Bank | 59 | $11,979.22 | $11,353.37 | -$625.85 | -5.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,173 | $2.93M | $2.53M | -$399,688.54 | -13.62% |
Robert Shea NEOS Investment Management LLC | 676,409 | $146.34M | $130.16M | -$16.17M | -11.05% |
James Rankin Modern Wealth Management, LLC | 5,664 | $1.18M | $1.09M | -$93,745.05 | -7.92% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,073 | $255,596.93 | $206,477.38 | -$49,119.55 | -19.22% |
David Vollmer PFS Partners, LLC | 85 | $14,976 | $16,356.55 | $1,380.55 | 9.22% |
Benj Foor Frazier Financial Advisors, LLC | 92 | $17,948.57 | $17,703.56 | -$245.01 | -1.37% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 3,100 | $723,703.92 | $596,532.97 | -$127,170.95 | -17.57% |
Amir Har-El Savvy Advisors, Inc. | 8,016 | $1.86M | $1.54M | -$318,476.23 | -17.11% |
Owen McCabe Tyche Wealth Partners LLC | 6,364 | $1.37M | $1.22M | -$141,787.71 | -10.38% |
United Advisor Group LLC United Advisor Group, LLC | 1,071 | $256,170.46 | $206,092.52 | -$50,077.94 | -19.55% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,912 | $516,979.4 | $560,356.13 | $43,376.73 | 8.39% |
CARL LYMANGOOD Petros Family Wealth, LLC | 4,279 | $1.05M | $823,407.93 | -$231,116.6 | -21.92% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,677 | $615,001.53 | $515,135.08 | -$99,866.45 | -16.24% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 203 | $45,863.07 | $39,063.29 | -$6,799.78 | -14.83% |
Jeffrey McGrath Cetera Trust Company, N.A | 11,525 | $1.86M | $2.22M | $355,807.41 | 19.11% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 470 | $98,713 | $90,442.1 | -$8,270.9 | -8.38% |
| WG William Garver Leibman Financial Services, Inc. | 20,067 | $3.67M | $3.86M | $194,133.32 | 5.29% |