| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 691 | $74,220.09 | $34,080.12 | -$40,139.97 | -54.08% |
NICOLE MARTIN Arlington Trust Co LLC | 1,024 | $99,175.93 | $47,851.52 | -$51,324.41 | -51.75% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 96,782 | $6.92M | $4.52M | -$2.4M | -34.63% |
Syon Capital LLC SYON CAPITAL LLC | 22,272 | $1.65M | $1.15M | -$491,425.75 | -29.86% |
Kevin Bresler TD Waterhouse Canada Inc. | 176,096 | $12.07M | $8.23M | -$3.84M | -31.81% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 2,650 | $113,102 | $123,834.5 | $10,732.5 | 9.49% |
Brian Glenn Premier Path Wealth Partners, LLC | 9,114 | $530,958.8 | $425,897.22 | -$105,061.58 | -19.79% |
| AK Alisha Kamadia United Community Bank | 43 | $4,198.15 | $2,222.67 | -$1,975.48 | -47.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 31,399 | $2.65M | $1.47M | -$1.18M | -44.56% |
Robert Shea NEOS Investment Management LLC | 243,837 | $20.07M | $12.48M | -$7.58M | -37.79% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 7,442 | $317,625 | $347,764.66 | $30,139.66 | 9.49% |
James Rankin Modern Wealth Management, LLC | 5,874 | $429,912.83 | $304,449.42 | -$125,463.41 | -29.18% |
David Vollmer PFS Partners, LLC | 657 | $52,983.13 | $30,701.61 | -$22,281.52 | -42.05% |
Benj Foor Frazier Financial Advisors, LLC | 406 | $28,930.93 | $20,023.92 | -$8,907.01 | -30.79% |
Angela Kelley HTLF Bank | 4,941 | $287,175.15 | $230,892.93 | -$56,282.22 | -19.6% |
Amir Har-El Savvy Advisors, Inc. | 32,017 | $2.72M | $1.5M | -$1.22M | -44.99% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,895 | $80,879 | $88,553.35 | $7,674.35 | 9.49% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,929 | $367,121.39 | $230,332.17 | -$136,789.22 | -37.26% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 266 | $16,723.06 | $12,430.18 | -$4,292.88 | -25.67% |
Jeffrey McGrath Cetera Trust Company, N.A | 746 | $43,126 | $38,560.74 | -$4,565.26 | -10.59% |