| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 158 | $37,563.47 | $32,344.18 | -$5,219.29 | -13.89% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 14,822 | $3.66M | $3.03M | -$630,576.59 | -17.21% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 4,496 | $1.06M | $938,450.08 | -$119,111.65 | -11.26% |
JOHN TERRILL Peoples Bank/KS | 6,983 | $1.55M | $1.46M | -$95,819.57 | -6.17% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,538 | $855,737.09 | $724,264.02 | -$131,473.07 | -15.36% |
Syon Capital LLC SYON CAPITAL LLC | 11,107 | $2.52M | $2.32M | -$198,795.15 | -7.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 147,186 | $37.54M | $30.72M | -$6.82M | -18.16% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 100 | $21,162.22 | $20,873 | -$289.22 | -1.37% |
Brian Glenn Premier Path Wealth Partners, LLC | 8,349 | $1.91M | $1.74M | -$167,148.66 | -8.75% |
| AK Alisha Kamadia United Community Bank | 1,082 | $259,909.53 | $225,845.86 | -$34,063.67 | -13.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 53,079 | $12.32M | $10.87M | -$1.46M | -11.82% |
Robert Shea NEOS Investment Management LLC | 80,506 | $19.27M | $16.8M | -$2.46M | -12.79% |
RENEE PILKENTON Exchange Bank | 2,320 | $525,287.63 | $484,253.6 | -$41,034.03 | -7.81% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 61,811 | $12.64M | $12.9M | $265,843.6 | 2.1% |
James Rankin Modern Wealth Management, LLC | 3,710 | $920,416.45 | $774,388.3 | -$146,028.15 | -15.87% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,503 | $668,705.76 | $522,451.19 | -$146,254.57 | -21.87% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 13,088 | $3.54M | $2.67M | -$878,019.15 | -24.77% |
David Vollmer PFS Partners, LLC | 32 | $7,095.87 | $6,550.72 | -$545.15 | -7.68% |
Benj Foor Frazier Financial Advisors, LLC | 295 | $67,130.03 | $61,575.35 | -$5,554.68 | -8.27% |
Angela Kelley HTLF Bank | 23,823 | $5.3M | $4.97M | -$329,234.32 | -6.21% |