| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 151,747 | $4.8M | $4.98M | $186,648.48 | 3.89% |
NICOLE MARTIN Arlington Trust Co LLC | 480 | $22,946.58 | $15,890.4 | -$7,056.18 | -30.75% |
| KS Kristi Shields ROGCO, LP | 5,451 | $263,132.19 | $184,407.33 | -$78,724.86 | -29.92% |
Syon Capital LLC SYON CAPITAL LLC | 8,600 | $271,852 | $283,069 | $11,217 | 4.13% |
Kevin Bresler TD Waterhouse Canada Inc. | 21,050 | $957,652.65 | $702,438.5 | -$255,214.15 | -26.65% |
Courtney Haddad Concurrent Investment Advisors, LLC | 126,313 | $5.06M | $4.22M | -$840,329.91 | -16.62% |
Robert Shea NEOS Investment Management LLC | 87,649 | $4.44M | $2.92M | -$1.52M | -34.14% |
James Rankin Modern Wealth Management, LLC | 8,985 | $284,008 | $296,010.82 | $12,002.82 | 4.23% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 6,027 | $350,574.6 | $203,079.76 | -$147,494.84 | -42.07% |
Amir Har-El Savvy Advisors, Inc. | 18,742 | $738,730.43 | $617,736.32 | -$120,994.11 | -16.38% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 3,620 | $114,147.8 | $118,844.6 | $4,696.8 | 4.11% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,631 | $343,749.24 | $222,602.67 | -$121,146.57 | -35.24% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 18,360 | $820,373 | $616,069.8 | -$204,303.2 | -24.9% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 178 | $5,627 | $5,846.41 | $219.41 | 3.9% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,000 | $43,010 | $33,480 | -$9,530 | -22.16% |
PETER KRUSSEL Southland Equity Partners LLC | 12,772 | $512,411.34 | $427,606.56 | -$84,804.78 | -16.55% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 25,347 | $1.29M | $856,094.92 | -$433,609.1 | -33.62% |
Taylor Wagner Valued Wealth Advisors LLC | 141 | $7,376.78 | $4,633.96 | -$2,742.82 | -37.18% |
Darin Sadow Freestone Grove Partners LP | 54,352 | $2.46M | $1.79M | -$670,431.97 | -27.23% |
Julie Beswick Advantage Trust Co | 1,125 | $35,561 | $38,103.75 | $2,542.75 | 7.15% |