| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 23,017 | $1.76M | $1.63M | -$130,884.76 | -7.44% |
Florian Peters denkapparat Operations GmbH | 5,734 | $450,326.64 | $403,731.51 | -$46,595.13 | -10.35% |
Kevin Bresler TD Waterhouse Canada Inc. | 211,728 | $9.98M | $15.09M | $5.11M | 51.2% |
Melissa S. Kampmann Kampmann Melissa S. | 58,265 | $4.25M | $4.1M | -$146,828.06 | -3.46% |
Brian Glenn Premier Path Wealth Partners, LLC | 13,938 | $985,692.89 | $980,956.44 | -$4,736.45 | -0.48% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 291,859 | $21.47M | $20.8M | -$664,533.76 | -3.1% |
| AK Alisha Kamadia United Community Bank | 2,571 | $226,051.16 | $179,815.74 | -$46,235.42 | -20.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 270,930 | $20.79M | $19.31M | -$1.48M | -7.11% |
Robert Shea NEOS Investment Management LLC | 336,649 | $26.65M | $23.56M | -$3.09M | -11.59% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,141 | $229,332.42 | $223,733.43 | -$5,598.99 | -2.44% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 197,900 | $13.56M | $14.06M | $500,687 | 3.69% |
Charles Corkery PUREfi Wealth, LLC | 6,899 | $563,097.73 | $490,035.97 | -$73,061.76 | -12.97% |
James Rankin Modern Wealth Management, LLC | 21,339 | $1.57M | $1.51M | -$58,065.58 | -3.69% |
Joseph C. Gissy Tactive Advisors, LLC | 3,572 | $244,718 | $252,540.4 | $7,822.4 | 3.2% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 4,524 | $382,378.17 | $321,973.08 | -$60,405.09 | -15.8% |
David Vollmer PFS Partners, LLC | 54 | $1,104.9 | $3,778.92 | $2,674.02 | 242.01% |
Benj Foor Frazier Financial Advisors, LLC | 1,838 | $117,222.23 | $128,623.24 | $11,401.01 | 9.73% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 14,375 | $1.21M | $1.02M | -$187,940.75 | -15.55% |
Amir Har-El Savvy Advisors, Inc. | 24,718 | $1.97M | $1.76M | -$219,604.25 | -11.12% |
United Advisor Group LLC United Advisor Group, LLC | 4,939 | $386,291.14 | $345,433.66 | -$40,857.48 | -10.58% |