| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristy DeJarnette Financial Security Advisor, Inc. | 3,224 | $787,275.41 | $675,008.88 | -$112,266.53 | -14.26% |
NICOLE MARTIN Arlington Trust Co LLC | 435 | $96,786.15 | $84,816.3 | -$11,969.85 | -12.37% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 33,017 | $7.63M | $6.44M | -$1.19M | -15.65% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,443 | $286,938.48 | $302,120.91 | $15,182.43 | 5.29% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,117 | $512,284.48 | $412,772.66 | -$99,511.82 | -19.43% |
Syon Capital LLC SYON CAPITAL LLC | 6,884 | $1.53M | $1.39M | -$131,454.82 | -8.62% |
Kevin Bresler TD Waterhouse Canada Inc. | 62,015 | $16.94M | $12.09M | -$4.85M | -28.62% |
Brian Glenn Premier Path Wealth Partners, LLC | 2,551 | $578,970.94 | $497,393.98 | -$81,576.96 | -14.09% |
| AK Alisha Kamadia United Community Bank | 1,334 | $308,607.48 | $274,523.86 | -$34,083.62 | -11.04% |
Greg Werlinich Werlinich Asset Management, LLC | 1,295 | $255,059.36 | $252,499.1 | -$2,560.26 | -1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,024 | $1.86M | $1.76M | -$96,746.31 | -5.21% |
Robert Shea NEOS Investment Management LLC | 102,582 | $22.95M | $21.48M | -$1.47M | -6.4% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 8,673 | $2.21M | $1.69M | -$515,038.95 | -23.35% |
James Rankin Modern Wealth Management, LLC | 1,542 | $351,945.63 | $312,177.9 | -$39,767.73 | -11.3% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 14,959 | $3.43M | $2.92M | -$516,098.77 | -15.03% |
David Vollmer PFS Partners, LLC | 190 | $53,866.13 | $37,046.2 | -$16,819.93 | -31.23% |
Benj Foor Frazier Financial Advisors, LLC | 121 | $26,210.21 | $25,333.77 | -$876.44 | -3.34% |
Angela Kelley HTLF Bank | 2,288 | $529,914.23 | $446,114.24 | -$83,799.99 | -15.81% |
Lydia Gallas Harbour Trust & Investment Management Co | 3,263 | $754,862.61 | $636,219.74 | -$118,642.87 | -15.72% |
Amir Har-El Savvy Advisors, Inc. | 4,252 | $1.03M | $829,054.96 | -$196,940.52 | -19.2% |