| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 3,270 | $240,382.58 | $231,597.75 | -$8,784.83 | -3.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.35M | $97.85M | $95.29M | -$2.56M | -2.61% |
Matthew J. Syverson Sound Stewardship, LLC | 453,448 | $33.09M | $32.15M | -$940,177.54 | -2.84% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 17,613 | $1.27M | $1.24M | -$25,466.34 | -2% |
| KS Kristi Shields ROGCO, LP | 288,292 | $20.45M | $20.44M | -$8,223.78 | -0.04% |
Stacey Cheek Wheelhouse Advisory Group LLC | 33,649 | $2.47M | $2.38M | -$90,520.33 | -3.66% |
Daniel Dorval DORVAL Corp | 200,239 | $14.74M | $14.17M | -$569,809.26 | -3.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 131,195 | $9.66M | $9.29M | -$365,285.71 | -3.78% |
| AK Alisha Kamadia United Community Bank | 949 | $69,713.15 | $67,147.44 | -$2,565.71 | -3.68% |
Courtney Haddad Concurrent Investment Advisors, LLC | 131,729 | $9.71M | $9.33M | -$381,644.58 | -3.93% |
Robert Shea NEOS Investment Management LLC | 1.23M | $90.17M | $86.91M | -$3.26M | -3.61% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 6,607 | $485,945.05 | $467,841.67 | -$18,103.38 | -3.73% |
RENEE PILKENTON Exchange Bank | 47,027 | $3.44M | $3.33M | -$106,325.29 | -3.09% |
Mark Weber DecisionMap Wealth Management, LLC | 15,211 | $1.12M | $1.08M | -$41,123.39 | -3.67% |
James Rankin Modern Wealth Management, LLC | 36,860 | $2.68M | $2.61M | -$70,929.92 | -2.64% |
Joseph C. Gissy Tactive Advisors, LLC | 8,420 | $617,909.58 | $596,051.8 | -$21,857.78 | -3.54% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 513,040 | $37.79M | $36.34M | -$1.45M | -3.84% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 12,989 | $953,174.58 | $920,920.1 | -$32,254.48 | -3.38% |
Derek Ripp Austin Wealth Management, LLC | 6,534 | $479,349.4 | $462,672.54 | -$16,676.86 | -3.48% |
Angela Kelley HTLF Bank | 210,301 | $15.52M | $14.91M | -$615,200.67 | -3.96% |