| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 89,745 | $4.34M | $4.3M | -$34,112.05 | -0.79% |
NICOLE MARTIN Arlington Trust Co LLC | 1,104 | $53,061.35 | $52,925.65 | -$135.7 | -0.26% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4.04M | $197.25M | $193.77M | -$3.48M | -1.77% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 18,734 | $907,288 | $898,106.09 | -$9,181.91 | -1.01% |
Syon Capital LLC SYON CAPITAL LLC | 39,074 | $1.91M | $1.87M | -$34,097.67 | -1.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 82,815 | $4.02M | $3.97M | -$48,922.94 | -1.22% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 10,426 | $503,784.06 | $499,821.4 | -$3,962.66 | -0.79% |
Courtney Haddad Concurrent Investment Advisors, LLC | 213,161 | $10.46M | $10.22M | -$239,693.21 | -2.29% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 19,263 | $1.01M | $923,757.16 | -$84,651.07 | -8.39% |
James Rankin Modern Wealth Management, LLC | 7,861 | $382,046.68 | $376,895.64 | -$5,151.04 | -1.35% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 10,540 | $518,231.76 | $505,340.3 | -$12,891.46 | -2.49% |
Angela Kelley HTLF Bank | 26,406 | $1.3M | $1.27M | -$35,974.63 | -2.76% |
Amir Har-El Savvy Advisors, Inc. | 122,817 | $5.95M | $5.89M | -$56,947.47 | -0.96% |
Owen McCabe Tyche Wealth Partners LLC | 26,132 | $1.28M | $1.25M | -$27,738.37 | -2.17% |
United Advisor Group LLC United Advisor Group, LLC | 56,174 | $2.76M | $2.69M | -$62,944.53 | -2.28% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 12,990 | $634,670.94 | $622,805.55 | -$11,865.39 | -1.87% |
One Degree Advisors Inc. One Degree Advisors Inc | 4,744 | $233,767.46 | $227,451.08 | -$6,316.38 | -2.7% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,533 | $121,711 | $121,444.68 | -$266.32 | -0.22% |
PETER KRUSSEL Southland Equity Partners LLC | 20,627 | $1.18M | $989,167.78 | -$186,090.35 | -15.83% |
Jon Deven Mouton CAP Partners, LLC | 8,499 | $418,244.55 | $407,484.55 | -$10,760 | -2.57% |