| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mathieu Cornu Pictet Asset Management Holding SA | 106,000 | $10.09M | $9.6M | -$483,360 | -4.79% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 243,877 | $23.25M | $22.04M | -$1.21M | -5.21% |
NICOLE MARTIN Arlington Trust Co LLC | 4,015 | $380,102.59 | $363,457.87 | -$16,644.72 | -4.38% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.12M | $193.44M | $191.89M | -$1.55M | -0.8% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 19,088 | $1.8M | $1.72M | -$79,442.66 | -4.4% |
| KS Kristi Shields ROGCO, LP | 405 | $38,281 | $36,731.47 | -$1,549.53 | -4.05% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 22,010 | $2.03M | $2M | -$33,353.09 | -1.64% |
Courtney Haddad Concurrent Investment Advisors, LLC | 105,404 | $9.95M | $9.54M | -$410,855.43 | -4.13% |
Mark Weber DecisionMap Wealth Management, LLC | 26,011 | $2.4M | $2.36M | -$37,654.43 | -1.57% |
James Rankin Modern Wealth Management, LLC | 224,776 | $21.01M | $20.37M | -$646,495.09 | -3.08% |
Joseph C. Gissy Tactive Advisors, LLC | 2,908 | $276,003.13 | $262,868.66 | -$13,134.47 | -4.76% |
David Vollmer PFS Partners, LLC | 5 | $476 | $452.35 | -$23.65 | -4.97% |
Angela Kelley HTLF Bank | 46,340 | $4.31M | $4.2M | -$109,100.64 | -2.53% |
Scott L. Comeau BCU Wealth Advisors, LLC | 12,631 | $1.18M | $1.14M | -$34,724.89 | -2.95% |
Amir Har-El Savvy Advisors, Inc. | 12,896 | $1.22M | $1.17M | -$51,045.6 | -4.19% |
Owen McCabe Tyche Wealth Partners LLC | 16,692 | $1.58M | $1.51M | -$69,681.01 | -4.42% |
United Advisor Group LLC United Advisor Group, LLC | 8,022 | $757,406.26 | $725,710.23 | -$31,696.03 | -4.18% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.69M | $158.14M | $152.32M | -$5.82M | -3.68% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 30,941 | $2.92M | $2.8M | -$110,783.89 | -3.8% |
Jon Deven Mouton CAP Partners, LLC | 6,524 | $612,967.19 | $591,759.42 | -$21,207.77 | -3.46% |