| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,906 | $1.66M | $1.34M | -$327,599.78 | -19.69% |
Aliredha Walji SHARIAPORTFOLIO, INC. | 2,597 | $250,918.29 | $274,256.18 | $23,337.89 | 9.3% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,800 | $344,696.51 | $293,412 | -$51,284.51 | -14.88% |
Florian Peters denkapparat Operations GmbH | 3,762 | $486,447.29 | $394,652.61 | -$91,794.68 | -18.87% |
Kevin Bresler TD Waterhouse Canada Inc. | 174,619 | $20.15M | $18.43M | -$1.71M | -8.49% |
| AK Alisha Kamadia United Community Bank | 7,043 | $991,236.57 | $736,909.09 | -$254,327.48 | -25.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 21,474 | $2.51M | $2.27M | -$246,644.57 | -9.81% |
Robert Shea NEOS Investment Management LLC | 53,467 | $6.52M | $5.6M | -$925,655.07 | -14.19% |
Savoie Capital LLC Savoie Capital LLC | 6,271 | $811,154 | $649,957.79 | -$161,196.21 | -19.87% |
James Rankin Modern Wealth Management, LLC | 5,290 | $639,342.79 | $547,356.3 | -$91,986.49 | -14.39% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,441 | $319,872.47 | $256,451.46 | -$63,421.01 | -19.83% |
Angela Kelley HTLF Bank | 2,490 | $302,559.63 | $262,458.45 | -$40,101.18 | -13.25% |
Amir Har-El Savvy Advisors, Inc. | 4,533 | $513,987.38 | $470,208.09 | -$43,779.29 | -8.52% |
Ann Keitner Quantum Portfolio Management LLC | 750 | $82,328 | $78,487.5 | -$3,840.5 | -4.66% |
David W. Lewis Lewis Asset Management, LLC | 5,204 | $613,495.26 | $545,275.12 | -$68,220.14 | -11.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 279 | $30,625.72 | $29,269.89 | -$1,355.83 | -4.43% |
Owen McCabe Tyche Wealth Partners LLC | 3,438 | $415,031.34 | $360,061.74 | -$54,969.6 | -13.24% |
United Advisor Group LLC United Advisor Group, LLC | 3,397 | $343,229.27 | $355,496.05 | $12,266.78 | 3.57% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,517 | $280,861.45 | $263,731.26 | -$17,130.19 | -6.1% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 272 | $32,701.62 | $28,103.61 | -$4,598.01 | -14.06% |