| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 840 | $63,514.64 | $54,146.4 | -$9,368.24 | -14.75% |
NICOLE MARTIN Arlington Trust Co LLC | 118 | $8,399 | $7,606.28 | -$792.72 | -9.44% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,891 | $1.99M | $1.54M | -$446,825.99 | -22.46% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 604 | $42,821.1 | $39,000.28 | -$3,820.82 | -8.92% |
Syon Capital LLC SYON CAPITAL LLC | 6,838 | $557,114.13 | $441,529.66 | -$115,584.47 | -20.75% |
Kevin Bresler TD Waterhouse Canada Inc. | 528,820 | $41.74M | $34.1M | -$7.64M | -18.3% |
| AK Alisha Kamadia United Community Bank | 50 | $4,100.99 | $3,228.5 | -$872.49 | -21.28% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,179 | $724,826.08 | $592,688.03 | -$132,138.05 | -18.23% |
Robert Shea NEOS Investment Management LLC | 310,242 | $23.74M | $20.03M | -$3.7M | -15.61% |
Teresa Douberly Burford Brothers, Inc. | 8,821 | $697,972.67 | $568,601.66 | -$129,371.01 | -18.54% |
James Rankin Modern Wealth Management, LLC | 3,258 | $258,595.92 | $210,369.06 | -$48,226.86 | -18.65% |
David Vollmer PFS Partners, LLC | 630 | $51,640.62 | $40,679.1 | -$10,961.52 | -21.23% |
Benj Foor Frazier Financial Advisors, LLC | 7 | $545.67 | $451.99 | -$93.68 | -17.17% |
Amir Har-El Savvy Advisors, Inc. | 7,222 | $547,958.23 | $465,795.89 | -$82,162.34 | -14.99% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,885 | $145,694.33 | $121,576.47 | -$24,117.86 | -16.55% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 291 | $20,713 | $18,768.57 | -$1,944.43 | -9.39% |
Taylor Wagner Valued Wealth Advisors LLC | 14 | $1,202.4 | $902.96 | -$299.44 | -24.9% |
Kent Keister Bear Mountain Capital, Inc. | 5 | $403.55 | $322.48 | -$81.07 | -20.09% |
Curtis Burkholder Bare Financial Services, Inc | 88 | $6,554.5 | $5,676 | -$878.5 | -13.4% |
Keisuke Ichihara Rakuten Securities, Inc. | 77 | $5,763.08 | $4,966.5 | -$796.58 | -13.82% |