| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 845 | $83,815.64 | $98,738.25 | $14,922.61 | 17.8% |
Syon Capital LLC SYON CAPITAL LLC | 7,140 | $854,245.97 | $834,309 | -$19,936.97 | -2.33% |
Florian Peters denkapparat Operations GmbH | 8,716 | $857,480 | $1.02M | $159,154.24 | 18.56% |
Kevin Bresler TD Waterhouse Canada Inc. | 29,241 | $4.25M | $3.42M | -$830,281.88 | -19.53% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 10,001 | $835,364.58 | $1.17M | $331,152.06 | 39.64% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,157 | $312,297.72 | $368,895.45 | $56,597.73 | 18.12% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,649 | $278,564.97 | $312,582 | $34,017.03 | 12.21% |
| AK Alisha Kamadia United Community Bank | 8,951 | $943,875.79 | $1.05M | $102,048.56 | 10.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 121,849 | $14.24M | $14.24M | $138.05 | - |
Robert Shea NEOS Investment Management LLC | 106,091 | $11.63M | $12.4M | $764,023.83 | 6.57% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 3,647 | $360,481.53 | $425,714.31 | $65,232.78 | 18.1% |
Savoie Capital LLC Savoie Capital LLC | 16,928 | $2.51M | $1.97M | -$532,088.77 | -21.23% |
James Rankin Modern Wealth Management, LLC | 9,592 | $1.21M | $1.12M | -$85,425.92 | -7.08% |
David Vollmer PFS Partners, LLC | 2,148 | $434,033.81 | $250,993.8 | -$183,040.01 | -42.17% |
Benj Foor Frazier Financial Advisors, LLC | 179 | $17,783.52 | $20,916.15 | $3,132.63 | 17.62% |
Angela Kelley HTLF Bank | 41,845 | $6.55M | $4.89M | -$1.66M | -25.36% |
Lydia Gallas Harbour Trust & Investment Management Co | 5,578 | $849,928.14 | $651,789.3 | -$198,138.84 | -23.31% |
Amir Har-El Savvy Advisors, Inc. | 21,083 | $2.25M | $2.46M | $214,930.59 | 9.55% |
David W. Lewis Lewis Asset Management, LLC | 4,144 | $397,992.76 | $484,226.4 | $86,233.64 | 21.67% |
Owen McCabe Tyche Wealth Partners LLC | 3,566 | $469,573.65 | $416,687.1 | -$52,886.55 | -11.26% |