| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 5,093 | $1.33M | $1.1M | -$229,059.58 | -17.2% |
Jesse Steele Etesian Wealth Advisors, Inc. | 4,857 | $710,244.71 | $1.05M | $341,344.36 | 48.06% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,223 | $329,229.42 | $481,301.73 | $152,072.31 | 46.19% |
Christopher Barr Red Mountain Financial, LLC | 961 | $271,070.06 | $205,894.25 | -$65,175.81 | -24.04% |
NICOLE MARTIN Arlington Trust Co LLC | 42 | $9,232.86 | $9,093.42 | -$139.44 | -1.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 25,025 | $6.02M | $5.44M | -$584,005.24 | -9.69% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 2,811 | $740,841.9 | $593,683.2 | -$147,158.7 | -19.86% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,772 | $688,664.34 | $602,671.33 | -$85,993.01 | -12.49% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 1,146 | $277,824.78 | $247,788.12 | -$30,036.66 | -10.81% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,463 | $1.17M | $1.18M | $14,047.68 | 1.2% |
| KS Kristi Shields ROGCO, LP | 4,430 | $1.23M | $959,139.3 | -$272,096.03 | -22.1% |
Syon Capital LLC SYON CAPITAL LLC | 5,083 | $1.15M | $1.11M | -$40,664.72 | -3.55% |
Kevin Bresler TD Waterhouse Canada Inc. | 118,145 | $29.84M | $25.73M | -$4.11M | -13.77% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,753 | $1.27M | $1.47M | $197,367.28 | 15.53% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 839 | $208,625.74 | $177,448.5 | -$31,177.24 | -14.94% |
| AK Alisha Kamadia United Community Bank | 6,608 | $1.4M | $1.44M | $41,602.08 | 2.98% |
Mark Romin Lakeshore Financial Planning, Inc. | 968 | $214,230.27 | $212,059.77 | -$2,170.5 | -1.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 80,414 | $18.71M | $17.48M | -$1.23M | -6.58% |
Mark Petersen Prosperitas Financial LLC | 1,397 | $261,925.04 | $302,464.47 | $40,539.43 | 15.48% |
Robert Shea NEOS Investment Management LLC | 134,665 | $32.8M | $29.28M | -$3.52M | -10.73% |