| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 3,612 | $466,993 | $397,608.96 | -$69,384.04 | -14.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,276 | $279,806.38 | $250,542.08 | -$29,264.3 | -10.46% |
Melissa S. Kampmann Kampmann Melissa S. | 3,145 | $286,289.47 | $346,107.25 | $59,817.78 | 20.89% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,637 | $303,211.31 | $290,201.85 | -$13,009.46 | -4.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,138 | $280,382.18 | $235,286.9 | -$45,095.28 | -16.08% |
Robert Shea NEOS Investment Management LLC | 34,949 | $4.57M | $3.85M | -$722,908.14 | -15.82% |
James Rankin Modern Wealth Management, LLC | 8,971 | $1.16M | $987,527.68 | -$169,419.47 | -14.64% |
KKM Financial LLC KKM Financial LLC | 3,737 | $427,363.41 | $411,368.96 | -$15,994.45 | -3.74% |
Benj Foor Frazier Financial Advisors, LLC | 106 | $12,123 | $11,665.3 | -$457.7 | -3.78% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 214 | $24,473.15 | $23,550.7 | -$922.45 | -3.77% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 243 | $29,050 | $26,749.44 | -$2,300.56 | -7.92% |
Darin Sadow Freestone Grove Partners LP | 14,136 | $2.09M | $1.56M | -$529,393.2 | -25.39% |
Curtis Burkholder Bare Financial Services, Inc | 8 | $1,035.05 | $880.4 | -$154.65 | -14.94% |
Keisuke Ichihara Rakuten Securities, Inc. | 30 | $3,584.83 | $3,302.4 | -$282.43 | -7.88% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 17 | $2,032 | $1,871.36 | -$160.64 | -7.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 876 | $114,411.35 | $96,430.08 | -$17,981.27 | -15.72% |
Matthew Stead Sachetta, LLC | 361 | $41,434.16 | $39,728.05 | -$1,706.11 | -4.12% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 64 | $7,649 | $7,045.12 | -$603.88 | -7.89% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,083 | $454,742.72 | $339,376.64 | -$115,366.08 | -25.37% |
Kelly Richert Clayton Financial Group LLC | 16 | $2,179 | $1,761.28 | -$417.72 | -19.17% |