| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 91 | $3,790 | $2,756.39 | -$1,033.61 | -27.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 61,015 | $2.84M | $1.85M | -$995,312.5 | -35% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 30,212 | $1.26M | $915,121.48 | -$341,993.47 | -27.2% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,981 | $812,922.7 | $605,224.49 | -$207,698.21 | -25.55% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 512 | $20,546.61 | $15,508.48 | -$5,038.13 | -24.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 36,514 | $853,475.59 | $1.11M | $252,533.47 | 29.59% |
Robert Shea NEOS Investment Management LLC | 116,450 | $4.08M | $3.53M | -$548,511.43 | -13.46% |
James Rankin Modern Wealth Management, LLC | 8,488 | $327,382.25 | $257,101.52 | -$70,280.73 | -21.47% |
Benj Foor Frazier Financial Advisors, LLC | 64 | $2,027.48 | $1,938.56 | -$88.92 | -4.39% |
Amir Har-El Savvy Advisors, Inc. | 23,008 | $945,853.94 | $696,912.32 | -$248,941.62 | -26.32% |
Ann Keitner Quantum Portfolio Management LLC | 15,966 | $664,984 | $483,610.14 | -$181,373.86 | -27.27% |
Joseph Morrison Sentry LLC | 5,251 | $218,704 | $159,052.79 | -$59,651.21 | -27.27% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 63 | $1,724 | $1,908.27 | $184.27 | 10.69% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 298 | $10,318.37 | $9,026.42 | -$1,291.95 | -12.52% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 215 | $11,713.21 | $6,512.35 | -$5,200.86 | -44.4% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 561 | $23,366 | $16,992.69 | -$6,373.31 | -27.28% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 11,319 | $321,275.04 | $342,852.51 | $21,577.47 | 6.72% |
Taylor Wagner Valued Wealth Advisors LLC | 11 | $583.94 | $333.19 | -$250.75 | -42.94% |
Wayne Atkins VCI Wealth Management LLC | 33,869 | $1.41M | $1.03M | -$384,751.99 | -27.27% |
Curtis Burkholder Bare Financial Services, Inc | 213 | $4,885.59 | $6,451.77 | $1,566.18 | 32.06% |