| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 714,515 | $52.75M | $52.06M | -$688,252.16 | -1.3% |
Anthony Moeller MN Wealth Advisors, LLC | 14,354 | $1.06M | $1.05M | -$9,678.04 | -0.92% |
Martin Kadoury Financiere des Professionnels - Fonds d'investissement inc. | 380,700 | $28.03M | $27.74M | -$293,139 | -1.05% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 370,015 | $26.99M | $26.96M | -$29,924.43 | -0.11% |
NICOLE MARTIN Arlington Trust Co LLC | 3,270 | $240,382.58 | $238,252.2 | -$2,130.38 | -0.89% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.32M | $95.94M | $96.15M | $214,902.35 | 0.22% |
Matthew J. Syverson Sound Stewardship, LLC | 458,601 | $33.46M | $33.41M | -$46,162.1 | -0.14% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 17,911 | $1.29M | $1.3M | $13,083.3 | 1.01% |
| KS Kristi Shields ROGCO, LP | 275,613 | $19.52M | $20.08M | $564,205.62 | 2.89% |
Stacey Cheek Wheelhouse Advisory Group LLC | 29,317 | $2.15M | $2.14M | -$18,657.19 | -0.87% |
Daniel Dorval DORVAL Corp | 196,445 | $14.47M | $14.31M | -$153,227.3 | -1.06% |
Kevin Bresler TD Waterhouse Canada Inc. | 129,963 | $9.57M | $9.47M | -$97,412.9 | -1.02% |
| AK Alisha Kamadia United Community Bank | 207 | $15,243 | $15,082.02 | -$160.98 | -1.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 122,726 | $9.05M | $8.94M | -$107,969.73 | -1.19% |
Robert Shea NEOS Investment Management LLC | 1.11M | $81.34M | $80.72M | -$623,810.95 | -0.77% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 6,636 | $488,078 | $483,498.96 | -$4,579.04 | -0.94% |
RENEE PILKENTON Exchange Bank | 46,131 | $3.37M | $3.36M | -$11,877.85 | -0.35% |
Mark Weber DecisionMap Wealth Management, LLC | 13,367 | $984,346 | $973,919.62 | -$10,426.38 | -1.06% |
James Rankin Modern Wealth Management, LLC | 40,138 | $2.92M | $2.92M | $1,449.79 | 0.05% |
Joseph C. Gissy Tactive Advisors, LLC | 7,828 | $576,378.39 | $570,348.08 | -$6,030.31 | -1.05% |