| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 10 | $1,727 | $1,619.35 | -$107.65 | -6.23% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,016 | $1.13M | $975,073.28 | -$158,276.64 | -13.97% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 811 | $135,841.06 | $131,446.88 | -$4,394.18 | -3.23% |
Syon Capital LLC SYON CAPITAL LLC | 3,760 | $679,349.62 | $609,420.8 | -$69,928.82 | -10.29% |
Kevin Bresler TD Waterhouse Canada Inc. | 165 | $36,863.01 | $26,703.6 | -$10,159.41 | -27.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 5,858 | $1.19M | $949,464.64 | -$239,321.21 | -20.13% |
Robert Shea NEOS Investment Management LLC | 10,553 | $1.8M | $1.71M | -$89,476.53 | -4.97% |
Angela Kelley HTLF Bank | 1,173 | $237,260.16 | $190,119.84 | -$47,140.32 | -19.87% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 72 | $12,433 | $11,653.92 | -$779.08 | -6.27% |
Taylor Wagner Valued Wealth Advisors LLC | 38 | $7,682.08 | $6,150.68 | -$1,531.4 | -19.93% |
Jill R. Seidman Expect Equity LLC | 12,650 | $2.27M | $2.05M | -$215,785.6 | -9.52% |
Darin Sadow Freestone Grove Partners LP | 5,747 | $992,392 | $930,209.42 | -$62,182.58 | -6.27% |
Curtis Burkholder Bare Financial Services, Inc | 8 | $1,454.77 | $1,293.36 | -$161.41 | -11.1% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 941 | $193,611.37 | $151,919.74 | -$41,691.63 | -21.53% |
Matthew Stead Sachetta, LLC | 32 | $5,897.5 | $5,029.12 | -$868.38 | -14.72% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 16,969 | $3.61M | $2.74M | -$870,147.46 | -24.07% |
Brian Distler Lakeridge Wealth Management LLC | 1,984 | $397,483.58 | $317,261.44 | -$80,222.14 | -20.18% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 123 | $22,566 | $19,885.42 | -$2,680.58 | -11.88% |
Ian Jameson American Capital Advisory, LLC | 201 | $40,450.01 | $32,509.74 | -$7,940.27 | -19.63% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,413 | $983,798.78 | $876,418.83 | -$107,379.95 | -10.91% |