| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 45 | $3,229 | $3,029.17 | -$199.83 | -6.19% |
Matthew J. Syverson Sound Stewardship, LLC | 6,491 | $358,369 | $434,637.36 | $76,268.36 | 21.28% |
Syon Capital LLC SYON CAPITAL LLC | 5,898 | $392,655.99 | $398,056.02 | $5,400.03 | 1.38% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,514 | $240,557.4 | $235,789.4 | -$4,768 | -1.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,452 | $552,367.58 | $500,029.2 | -$52,338.38 | -9.48% |
Robert Shea NEOS Investment Management LLC | 42,427 | $2.75M | $2.86M | $116,108.43 | 4.22% |
James Rankin Modern Wealth Management, LLC | 12,253 | $643,203.15 | $825,423.34 | $182,220.19 | 28.33% |
Angela Kelley HTLF Bank | 5,487 | $282,223.24 | $367,409.52 | $85,186.28 | 30.18% |
Ann Keitner Quantum Portfolio Management LLC | 8,411 | $554,511.82 | $567,826.61 | $13,314.79 | 2.4% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 595 | $37,664 | $40,156.55 | $2,492.55 | 6.62% |
Owen McCabe Tyche Wealth Partners LLC | 7,205 | $369,616.42 | $486,409.55 | $116,793.13 | 31.6% |
Taylor Wagner Valued Wealth Advisors LLC | 7 | $359.1 | $470.75 | $111.65 | 31.09% |
Steven JE Manders BKM Wealth Management, LLC | 4,091 | $245,811.76 | $276,183.41 | $30,371.65 | 12.36% |
Darin Sadow Freestone Grove Partners LP | 28,987 | $1.9M | $1.95M | $56,755.7 | 2.99% |
Curtis Burkholder Bare Financial Services, Inc | 63 | $4,082.36 | $4,227.3 | $144.94 | 3.55% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 125 | $9,536 | $8,416.25 | -$1,119.75 | -11.74% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,831 | $228,701.56 | $258,630.81 | $29,929.25 | 13.09% |
Matthew Stead Sachetta, LLC | 95 | $6,364.86 | $6,402.05 | $37.19 | 0.58% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 40 | $2,871 | $2,684 | -$187 | -6.51% |
Alan Gilmore Private Wealth Management Group, LLC | 74 | $3,730 | $4,965.4 | $1,235.4 | 33.12% |