| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 158 | $37,563.47 | $31,083.34 | -$6,480.13 | -17.25% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,849 | $4.55M | $3.68M | -$875,340.62 | -19.23% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 5,384 | $1.22M | $1.05M | -$167,522.17 | -13.72% |
JOHN TERRILL Peoples Bank/KS | 6,863 | $1.53M | $1.34M | -$186,160.01 | -12.19% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,251 | $796,087.01 | $641,487.32 | -$154,599.69 | -19.42% |
Syon Capital LLC SYON CAPITAL LLC | 11,184 | $2.53M | $2.19M | -$342,184.58 | -13.5% |
Kevin Bresler TD Waterhouse Canada Inc. | 149,344 | $38.02M | $29.47M | -$8.55M | -22.49% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 100 | $21,162.22 | $19,769 | -$1,393.22 | -6.58% |
Brian Glenn Premier Path Wealth Partners, LLC | 6,875 | $1.58M | $1.36M | -$224,823.7 | -14.21% |
| AK Alisha Kamadia United Community Bank | 1,127 | $269,831.57 | $221,900.66 | -$47,930.91 | -17.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 80,707 | $18.41M | $15.92M | -$2.49M | -13.52% |
Robert Shea NEOS Investment Management LLC | 91,243 | $21.64M | $17.98M | -$3.65M | -16.88% |
RENEE PILKENTON Exchange Bank | 2,275 | $515,131.07 | $450,905 | -$64,226.07 | -12.47% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 62,458 | $12.76M | $12.39M | -$363,535.65 | -2.85% |
James Rankin Modern Wealth Management, LLC | 4,475 | $1.09M | $877,055.25 | -$212,037.8 | -19.47% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,503 | $668,705.76 | $495,443.82 | -$173,261.94 | -25.91% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 13,073 | $3.54M | $2.58M | -$957,673.27 | -27.05% |
David Vollmer PFS Partners, LLC | 32 | $7,095.87 | $6,305.92 | -$789.95 | -11.13% |
Benj Foor Frazier Financial Advisors, LLC | 293 | $66,684.93 | $57,666.79 | -$9,018.14 | -13.52% |
Angela Kelley HTLF Bank | 23,823 | $5.3M | $4.75M | -$555,552.82 | -10.48% |