| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 719 | $126,149 | $131,052.13 | $4,903.13 | 3.89% |
NICOLE MARTIN Arlington Trust Co LLC | 69 | $14,344 | $12,078.45 | -$2,265.55 | -15.79% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,171 | $3.15M | $3.01M | -$146,326.94 | -4.64% |
| KS Kristi Shields ROGCO, LP | 2,561 | $526,015.62 | $448,303.06 | -$77,712.56 | -14.77% |
Syon Capital LLC SYON CAPITAL LLC | 2,314 | $409,692.32 | $426,285.08 | $16,592.76 | 4.05% |
Florian Peters denkapparat Operations GmbH | 1,854 | $325,284 | $339,319.08 | $14,035.08 | 4.31% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,519 | $645,250.21 | $616,000.96 | -$29,249.25 | -4.53% |
| AK Alisha Kamadia United Community Bank | 187 | $34,030.2 | $34,451.01 | $420.81 | 1.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 9,147 | $1.69M | $1.6M | -$88,255.73 | -5.22% |
Robert Shea NEOS Investment Management LLC | 24,134 | $4.51M | $4.41M | -$101,616.45 | -2.25% |
James Rankin Modern Wealth Management, LLC | 3,080 | $575,031.51 | $567,397.6 | -$7,633.91 | -1.33% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 22,955 | $3.82M | $4.02M | $201,421.25 | 5.28% |
David Vollmer PFS Partners, LLC | 87 | $19,275.08 | $15,229.35 | -$4,045.73 | -20.99% |
Benj Foor Frazier Financial Advisors, LLC | 188 | $35,059.77 | $34,266.76 | -$793.01 | -2.26% |
Amir Har-El Savvy Advisors, Inc. | 1,796 | $318,570.28 | $314,389.81 | -$4,180.47 | -1.31% |
Ann Keitner Quantum Portfolio Management LLC | 947 | $166,151 | $174,456.34 | $8,305.34 | 5% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,240 | $233,361.35 | $217,062 | -$16,299.35 | -6.98% |
PETER KRUSSEL Southland Equity Partners LLC | 1,150 | $236,791.39 | $201,307.5 | -$35,483.89 | -14.99% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 13,657 | $2.57M | $2.39M | -$180,576.33 | -7.02% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,266 | $222,414 | $221,613.3 | -$800.7 | -0.36% |