| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 101 | $326,912.29 | $308,069.19 | -$18,843.1 | -5.76% |
Syon Capital LLC SYON CAPITAL LLC | 321 | $1.03M | $981,300.21 | -$50,181.15 | -4.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,319 | $7.43M | $7.1M | -$329,794.19 | -4.44% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 142 | $367,156.78 | $413,450.04 | $46,293.26 | 12.61% |
| AK Alisha Kamadia United Community Bank | 247 | $834,311.38 | $719,170.17 | -$115,141.21 | -13.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 2,840 | $9.09M | $8.69M | -$401,829.92 | -4.42% |
Robert Shea NEOS Investment Management LLC | 2,579 | $9.01M | $7.51M | -$1.5M | -16.69% |
James Rankin Modern Wealth Management, LLC | 636 | $2.14M | $1.93M | -$216,343.44 | -10.09% |
Benj Foor Frazier Financial Advisors, LLC | 5 | $15,648.1 | $14,558.1 | -$1,090 | -6.97% |
Amir Har-El Savvy Advisors, Inc. | 98 | $393,234.96 | $298,145.4 | -$95,089.56 | -24.18% |
Joseph Morrison Sentry LLC | 253 | $621,912 | $736,639.86 | $114,727.86 | 18.45% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 27 | $86,290 | $82,112.4 | -$4,177.6 | -4.84% |
Owen McCabe Tyche Wealth Partners LLC | 207 | $573,442.77 | $602,705.36 | $29,262.59 | 5.1% |
Jeff Ramsey Quotient Wealth Partners, LLC | 88 | $244,416.01 | $256,222.57 | $11,806.56 | 4.83% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 165 | $426,625.65 | $480,417.32 | $53,791.67 | 12.61% |
Taylor Wagner Valued Wealth Advisors LLC | 1 | $3,378 | $3,038.58 | -$339.42 | -10.05% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 629 | $1.89M | $1.91M | $20,712.97 | 1.09% |
Curtis Burkholder Bare Financial Services, Inc | 2 | $7,486 | $6,119.24 | -$1,366.76 | -18.26% |
Joshua Stipcich Tidemark, LLC | 1 | $3,392 | $3,051.84 | -$340.16 | -10.03% |
Andrea Butler Sequent Planning LLC | 146 | $469,396.93 | $422,421.81 | -$46,975.12 | -10.01% |