| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 28,651 | $2.75M | $2.59M | -$163,286.73 | -5.93% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 595,640 | $55.87M | $53.81M | -$2.06M | -3.7% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,371 | $322,841.69 | $303,946.21 | -$18,895.48 | -5.85% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 5,501 | $522,380.63 | $496,190.2 | -$26,190.43 | -5.01% |
| KS Kristi Shields ROGCO, LP | 376 | $35,277.5 | $34,009.2 | -$1,268.3 | -3.6% |
Syon Capital LLC SYON CAPITAL LLC | 2,509 | $245,073.2 | $226,750.87 | -$18,322.33 | -7.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 44,940 | $4.38M | $4.06M | -$322,856.83 | -7.37% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 141,033 | $13.46M | $12.74M | -$721,926.43 | -5.36% |
Brian Glenn Premier Path Wealth Partners, LLC | 123,390 | $11.66M | $11.13M | -$529,190.77 | -4.54% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 11,883 | $1.12M | $1.07M | -$49,017.07 | -4.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 187,958 | $18.02M | $16.98M | -$1.04M | -5.76% |
James Rankin Modern Wealth Management, LLC | 322,359 | $30.68M | $29.13M | -$1.55M | -5.04% |
Joseph C. Gissy Tactive Advisors, LLC | 3,386 | $302,380 | $305,467.99 | $3,087.99 | 1.02% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,198 | $215,676.98 | $198,567.32 | -$17,109.66 | -7.93% |
David Vollmer PFS Partners, LLC | 567 | $54,693 | $51,188.76 | -$3,504.24 | -6.41% |
Angela Kelley HTLF Bank | 3,828 | $367,021.47 | $346,242.6 | -$20,778.87 | -5.66% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,267 | $216,292.59 | $205,084.15 | -$11,208.44 | -5.18% |
Amir Har-El Savvy Advisors, Inc. | 4,572 | $439,438.82 | $413,240.22 | -$26,198.6 | -5.96% |
David W. Lewis Lewis Asset Management, LLC | 10,205 | $983,490.04 | $921,052.27 | -$62,437.77 | -6.35% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 72,461 | $6.92M | $6.55M | -$370,977.24 | -5.36% |