| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 2,700 | $257,688 | $254,934 | -$2,754 | -1.07% |
Jesse Steele Etesian Wealth Advisors, Inc. | 22,751 | $2.2M | $2.15M | -$49,617.82 | -2.26% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 278,390 | $25.87M | $26.29M | $415,851.41 | 1.61% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,335 | $319,437.17 | $315,124.15 | -$4,313.02 | -1.35% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,255 | $595,058.67 | $590,096.7 | -$4,961.97 | -0.83% |
| KS Kristi Shields ROGCO, LP | 94 | $8,609 | $8,882.06 | $273.06 | 3.17% |
Syon Capital LLC SYON CAPITAL LLC | 2,625 | $256,053.77 | $248,036.25 | -$8,017.52 | -3.13% |
Kevin Bresler TD Waterhouse Canada Inc. | 53,239 | $5.2M | $5.03M | -$167,112.86 | -3.22% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 88,480 | $8.49M | $8.36M | -$134,032.59 | -1.58% |
Brian Glenn Premier Path Wealth Partners, LLC | 114,556 | $10.82M | $10.81M | -$12,180.26 | -0.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 253,712 | $24.32M | $23.97M | -$345,184.32 | -1.42% |
James Rankin Modern Wealth Management, LLC | 192,319 | $18.38M | $18.19M | -$198,168.81 | -1.08% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,198 | $215,676.98 | $207,403.28 | -$8,273.7 | -3.84% |
David Vollmer PFS Partners, LLC | 567 | $54,693 | $53,490.78 | -$1,202.22 | -2.2% |
Angela Kelley HTLF Bank | 3,828 | $367,021.47 | $361,439.76 | -$5,581.71 | -1.52% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,187 | $208,727 | $206,649.63 | -$2,077.37 | -1% |
Amir Har-El Savvy Advisors, Inc. | 7,136 | $685,980.78 | $674,280.64 | -$11,700.14 | -1.71% |
David W. Lewis Lewis Asset Management, LLC | 11,946 | $1.15M | $1.13M | -$22,647.89 | -1.97% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 305,140 | $30.31M | $28.8M | -$1.51M | -4.99% |
Owen McCabe Tyche Wealth Partners LLC | 4,601 | $442,432.26 | $435,024.55 | -$7,407.71 | -1.67% |