| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 243,877 | $23.25M | $22.75M | -$505,110.51 | -2.17% |
NICOLE MARTIN Arlington Trust Co LLC | 3,640 | $344,657.57 | $338,228.8 | -$6,428.77 | -1.87% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.12M | $193.44M | $196.95M | $3.51M | 1.82% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 21,153 | $2M | $1.97M | -$35,422.63 | -1.77% |
| KS Kristi Shields ROGCO, LP | 405 | $38,281 | $37,632.6 | -$648.4 | -1.69% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 22,010 | $2.03M | $2.05M | $15,399.06 | 0.76% |
Courtney Haddad Concurrent Investment Advisors, LLC | 80,960 | $7.64M | $7.52M | -$118,775.22 | -1.55% |
Mark Weber DecisionMap Wealth Management, LLC | 26,011 | $2.4M | $2.42M | $19,569.77 | 0.82% |
James Rankin Modern Wealth Management, LLC | 224,776 | $21.01M | $20.95M | -$63,201.37 | -0.3% |
Joseph C. Gissy Tactive Advisors, LLC | 2,978 | $282,575.66 | $276,715.76 | -$5,859.9 | -2.07% |
David Vollmer PFS Partners, LLC | 5 | $476 | $464.6 | -$11.4 | -2.39% |
Angela Kelley HTLF Bank | 46,340 | $4.31M | $4.31M | -$5,683.66 | -0.13% |
Scott L. Comeau BCU Wealth Advisors, LLC | 21,265 | $1.99M | $1.98M | -$14,413.05 | -0.72% |
Amir Har-El Savvy Advisors, Inc. | 9,858 | $932,392.37 | $916,005.36 | -$16,387.01 | -1.76% |
Owen McCabe Tyche Wealth Partners LLC | 16,692 | $1.58M | $1.56M | -$20,940.37 | -1.33% |
United Advisor Group LLC United Advisor Group, LLC | 8,022 | $757,406.26 | $745,404.24 | -$12,002.02 | -1.58% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.63M | $152.7M | $151.28M | -$1.42M | -0.93% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 30,941 | $2.92M | $2.88M | -$32,039.04 | -1.1% |
Jon Deven Mouton CAP Partners, LLC | 6,524 | $612,967.19 | $606,210.08 | -$6,757.11 | -1.1% |
Brad Sayre Shared Vision Wealth Group LLC | 71,299 | $6.69M | $6.63M | -$63,780.33 | -0.95% |