| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 8,796 | $964,190.43 | $889,891.32 | -$74,299.11 | -7.71% |
Kristy DeJarnette Financial Security Advisor, Inc. | 3,627 | $354,092.97 | $365,166.36 | $11,073.39 | 3.13% |
NICOLE MARTIN Arlington Trust Co LLC | 1,463 | $185,623.73 | $148,816.36 | -$36,807.37 | -19.83% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 61,201 | $6.84M | $6.16M | -$677,611.31 | -9.91% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 23,021 | $2.31M | $2.33M | $23,474.88 | 1.02% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 9,807 | $1.07M | $997,568.04 | -$72,683.74 | -6.79% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 15,709 | $1.73M | $1.58M | -$146,580.03 | -8.47% |
| KS Kristi Shields ROGCO, LP | 2,909 | $384,932.82 | $292,878.12 | -$92,054.7 | -23.91% |
Syon Capital LLC SYON CAPITAL LLC | 14,078 | $1.63M | $1.42M | -$214,065.54 | -13.12% |
Kevin Bresler TD Waterhouse Canada Inc. | 224,970 | $26.42M | $22.65M | -$3.77M | -14.27% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 12,000 | $1.23M | $1.21M | -$18,000 | -1.46% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,920 | $794,810.83 | $696,705.6 | -$98,105.23 | -12.34% |
| AK Alisha Kamadia United Community Bank | 522 | $68,875.35 | $52,554.96 | -$16,320.39 | -23.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 114,576 | $13.12M | $11.65M | -$1.47M | -11.2% |
Robert Shea NEOS Investment Management LLC | 250,334 | $30.94M | $25.33M | -$5.61M | -18.14% |
RENEE PILKENTON Exchange Bank | 2,983 | $270,678 | $301,790.11 | $31,112.11 | 11.49% |
Teresa Douberly Burford Brothers, Inc. | 3,270 | $374,698.45 | $330,825.9 | -$43,872.55 | -11.71% |
Charles Corkery PUREfi Wealth, LLC | 2,500 | $282,761.16 | $252,925 | -$29,836.16 | -10.55% |
James Rankin Modern Wealth Management, LLC | 43,960 | $5.18M | $4.43M | -$753,285.62 | -14.54% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 3,335 | $385,130.42 | $337,401.95 | -$47,728.47 | -12.39% |