| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 60 | $19,613.57 | $17,466 | -$2,147.57 | -10.95% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1,433 | $466,836.86 | $410,375.37 | -$56,461.49 | -12.09% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,629 | $575,086.26 | $472,263.39 | -$102,822.87 | -17.88% |
Syon Capital LLC SYON CAPITAL LLC | 4,441 | $1.48M | $1.28M | -$202,184.3 | -13.66% |
Kevin Bresler TD Waterhouse Canada Inc. | 8,718 | $2.87M | $2.55M | -$316,942.66 | -11.05% |
Melissa S. Kampmann Kampmann Melissa S. | 3,900 | $1.56M | $1.14M | -$415,388.94 | -26.69% |
Brian Glenn Premier Path Wealth Partners, LLC | 767 | $247,768.17 | $224,385.85 | -$23,382.32 | -9.44% |
| AK Alisha Kamadia United Community Bank | 408 | $135,106.19 | $118,040.52 | -$17,065.67 | -12.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,805 | $2.05M | $1.7M | -$354,487.09 | -17.27% |
Robert Shea NEOS Investment Management LLC | 34,465 | $12.17M | $9.98M | -$2.2M | -18.03% |
James Rankin Modern Wealth Management, LLC | 4,497 | $1.47M | $1.29M | -$174,529.09 | -11.91% |
David Vollmer PFS Partners, LLC | 15 | $4,509 | $4,343.77 | -$165.23 | -3.66% |
Benj Foor Frazier Financial Advisors, LLC | 81 | $24,362.11 | $23,456.38 | -$905.73 | -3.72% |
Amir Har-El Savvy Advisors, Inc. | 913 | $322,380.66 | $261,921.44 | -$60,459.22 | -18.75% |
Ann Keitner Quantum Portfolio Management LLC | 792 | $273,293.38 | $229,101.84 | -$44,191.54 | -16.17% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 615 | $180,551.69 | $178,466.85 | -$2,084.84 | -1.15% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,320 | $1.15M | $962,401.6 | -$183,201.18 | -15.99% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 153 | $48,051.88 | $44,068.59 | -$3,983.29 | -8.29% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 7 | $2,092 | $2,028.32 | -$63.68 | -3.04% |
Taylor Wagner Valued Wealth Advisors LLC | 16 | $4,784.44 | $4,681.28 | -$103.16 | -2.16% |