| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 56,517 | $8.05M | $7.17M | -$873,888.89 | -10.86% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,032 | $306,010.12 | $257,881.12 | -$48,129 | -15.73% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 3,705 | $574,096.49 | $470,201.55 | -$103,894.94 | -18.1% |
Syon Capital LLC SYON CAPITAL LLC | 3,008 | $480,679.58 | $381,745.28 | -$98,934.3 | -20.58% |
Kevin Bresler TD Waterhouse Canada Inc. | 295,840 | $38.74M | $37.55M | -$1.19M | -3.08% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 45 | $4,987.52 | $5,710.95 | $723.43 | 14.5% |
Melissa S. Kampmann Kampmann Melissa S. | 18,590 | $2.6M | $2.36M | -$240,340.91 | -9.25% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,936 | $973,827.84 | $880,247.76 | -$93,580.08 | -9.61% |
| AK Alisha Kamadia United Community Bank | 356 | $52,671.24 | $45,179.96 | -$7,491.28 | -14.22% |
Greg Werlinich Werlinich Asset Management, LLC | 37,342 | $2.84M | $4.74M | $1.9M | 66.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 120,926 | $17.51M | $15.35M | -$2.17M | -12.37% |
Robert Shea NEOS Investment Management LLC | 105,508 | $15.88M | $13.39M | -$2.49M | -15.67% |
James Rankin Modern Wealth Management, LLC | 15,947 | $2.06M | $2.02M | -$36,355.15 | -1.76% |
Joseph C. Gissy Tactive Advisors, LLC | 2,307 | $321,794.38 | $292,781.37 | -$29,013.01 | -9.02% |
Menachem Striks Morton Capital Management LLC/CA | 2,545 | $301,894.07 | $322,985.95 | $21,091.88 | 6.99% |
David Vollmer PFS Partners, LLC | 479 | $50,930.05 | $60,789.89 | $9,859.84 | 19.36% |
Benj Foor Frazier Financial Advisors, LLC | 183 | $21,044 | $23,224.53 | $2,180.53 | 10.36% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 12,570 | $1.66M | $1.6M | -$67,160.55 | -4.04% |
Lydia Gallas Harbour Trust & Investment Management Co | 75,786 | $10.14M | $9.62M | -$521,496.69 | -5.14% |
Scott L. Comeau BCU Wealth Advisors, LLC | 3,095 | $462,950.1 | $392,786.45 | -$70,163.65 | -15.16% |