| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 2,497 | $737,205.42 | $590,066.07 | -$147,139.35 | -19.96% |
Jae Cho Marex Group plc | 157,154 | $44.09M | $36.82M | -$7.27M | -16.48% |
Jesse Steele Etesian Wealth Advisors, Inc. | 4,711 | $689,675.18 | $1.05M | $363,939.92 | 52.77% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,243 | $334,853.59 | $530,043.33 | $195,189.74 | 58.29% |
Christopher Barr Red Mountain Financial, LLC | 963 | $271,632.57 | $215,374.94 | -$56,257.63 | -20.71% |
NICOLE MARTIN Arlington Trust Co LLC | 72 | $15,827.75 | $16,102.8 | $275.05 | 1.74% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 34,908 | $8.78M | $7.81M | -$970,447.05 | -11.06% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 2,811 | $740,841.9 | $628,680.12 | -$112,161.78 | -15.14% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 2,470 | $646,293.71 | $583,685.7 | -$62,608.01 | -9.69% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 1,152 | $279,512.04 | $272,229.12 | -$7,282.92 | -2.61% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,463 | $1.17M | $1.22M | $53,053.45 | 4.54% |
| KS Kristi Shields ROGCO, LP | 4,463 | $1.24M | $998,149.91 | -$242,365.35 | -19.54% |
Syon Capital LLC SYON CAPITAL LLC | 3,706 | $919,118.78 | $868,389.96 | -$50,728.82 | -5.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 131,314 | $33.62M | $29.37M | -$4.25M | -12.64% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,753 | $1.27M | $1.51M | $239,479.59 | 18.84% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 839 | $208,625.74 | $187,642.34 | -$20,983.4 | -10.06% |
| AK Alisha Kamadia United Community Bank | 6,699 | $1.42M | $1.58M | $160,170.94 | 11.27% |
Mark Romin Lakeshore Financial Planning, Inc. | 970 | $214,792.94 | $216,940.49 | $2,147.55 | 1% |
Courtney Haddad Concurrent Investment Advisors, LLC | 80,414 | $18.71M | $17.98M | -$730,310.31 | -3.9% |
Mark Petersen Prosperitas Financial LLC | 1,823 | $381,722.18 | $424,157.41 | $42,435.23 | 11.12% |