| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 66 | $20,274.09 | $17,341.5 | -$2,932.59 | -14.46% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,789 | $1.09M | $995,559.75 | -$89,832.63 | -8.28% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 2,437 | $715,082.01 | $640,321.75 | -$74,760.26 | -10.45% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 8,612 | $2.54M | $2.26M | -$277,374.37 | -10.92% |
Syon Capital LLC SYON CAPITAL LLC | 5,238 | $1.19M | $1.48M | $293,645.63 | 24.76% |
Kevin Bresler TD Waterhouse Canada Inc. | 11,262 | $3.73M | $2.96M | -$773,047.94 | -20.71% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 3,366 | $939,955.5 | $884,416.5 | -$55,539 | -5.91% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,136 | $443,245.08 | $561,234 | $117,988.92 | 26.62% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 66,046 | $9.94M | $17.35M | $7.41M | 74.5% |
| AK Alisha Kamadia United Community Bank | 79 | $27,061.46 | $22,015.72 | -$5,045.74 | -18.65% |
Greg Werlinich Werlinich Asset Management, LLC | 5,475 | $1.53M | $1.44M | -$90,337.75 | -5.91% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,971 | $2.17M | $2.09M | -$76,500.85 | -3.52% |
Robert Shea NEOS Investment Management LLC | 267,573 | $75.55M | $72.36M | -$3.19M | -4.22% |
Charles Corkery PUREfi Wealth, LLC | 1,090 | $348,693.9 | $286,397.5 | -$62,296.4 | -17.87% |
James Rankin Modern Wealth Management, LLC | 6,931 | $1.68M | $1.96M | $275,077.29 | 16.35% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,324 | $343,507.66 | $347,881 | $4,373.34 | 1.27% |
Benj Foor Frazier Financial Advisors, LLC | 76 | $18,544.7 | $20,518.48 | $1,973.78 | 10.64% |
Amir Har-El Savvy Advisors, Inc. | 6,384 | $1.44M | $1.68M | $237,071.63 | 16.46% |
Ann Keitner Quantum Portfolio Management LLC | 2,605 | $689,389.04 | $735,912.5 | $46,523.46 | 6.75% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 294 | $73,021 | $77,248.5 | $4,227.5 | 5.79% |