| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 1,024 | $99,175.93 | $45,588.48 | -$53,587.45 | -54.03% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 105,573 | $7.38M | $4.68M | -$2.71M | -36.64% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 728 | $74,126.34 | $32,527.04 | -$41,599.3 | -56.12% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 9,141 | $666,293.79 | $407,597.19 | -$258,696.6 | -38.83% |
Syon Capital LLC SYON CAPITAL LLC | 24,155 | $1.75M | $1.07M | -$679,245.76 | -38.92% |
Kevin Bresler TD Waterhouse Canada Inc. | 298,238 | $22.21M | $13.49M | -$8.71M | -39.24% |
Brian Glenn Premier Path Wealth Partners, LLC | 9,114 | $530,958.8 | $412,773.06 | -$118,185.74 | -22.26% |
| AK Alisha Kamadia United Community Bank | 147 | $14,351.81 | $6,554.73 | -$7,797.08 | -54.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 31,399 | $2.65M | $1.39M | -$1.26M | -47.45% |
Robert Shea NEOS Investment Management LLC | 220,546 | $19.07M | $9.73M | -$9.34M | -48.97% |
James Rankin Modern Wealth Management, LLC | 3,442 | $326,115.61 | $152,067.56 | -$174,048.05 | -53.37% |
David Vollmer PFS Partners, LLC | 657 | $52,983.13 | $29,275.92 | -$23,707.21 | -44.74% |
Benj Foor Frazier Financial Advisors, LLC | 758 | $49,333.53 | $34,329.82 | -$15,003.71 | -30.41% |
Angela Kelley HTLF Bank | 4,941 | $287,175.15 | $223,777.89 | -$63,397.26 | -22.08% |
Amir Har-El Savvy Advisors, Inc. | 32,017 | $2.72M | $1.43M | -$1.29M | -47.59% |
David W. Lewis Lewis Asset Management, LLC | 3,907 | $226,398 | $173,705.22 | -$52,692.78 | -23.27% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,929 | $367,121.39 | $220,671.33 | -$146,450.06 | -39.89% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 242 | $15,698.73 | $10,812.56 | -$4,886.17 | -31.12% |
Jeffrey McGrath Cetera Trust Company, N.A | 746 | $43,126 | $33,786.34 | -$9,339.66 | -21.66% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 50 | $4,466 | $2,264.5 | -$2,201.5 | -49.29% |