| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 4,484 | $311,189.59 | $275,900.52 | -$35,289.07 | -11.34% |
Kristy DeJarnette Financial Security Advisor, Inc. | 4,648 | $324,076.15 | $285,991.44 | -$38,084.71 | -11.75% |
NICOLE MARTIN Arlington Trust Co LLC | 137 | $7,897 | $8,536.47 | $639.47 | 8.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 44,309 | $2.69M | $2.76M | $67,442.64 | 2.5% |
JOHN TERRILL Peoples Bank/KS | 12,309 | $886,699.99 | $766,973.79 | -$119,726.2 | -13.5% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 30,749 | $2.19M | $1.92M | -$269,464 | -12.33% |
Syon Capital LLC SYON CAPITAL LLC | 10,805 | $692,733.84 | $687,306.05 | -$5,427.79 | -0.78% |
Kevin Bresler TD Waterhouse Canada Inc. | 350,553 | $22.2M | $21.84M | -$358,700.34 | -1.62% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 269 | $18,669 | $16,761.39 | -$1,907.61 | -10.22% |
Brian Glenn Premier Path Wealth Partners, LLC | 4,628 | $326,321.65 | $288,370.68 | -$37,950.97 | -11.63% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 4,589 | $327,689.15 | $285,940.59 | -$41,748.56 | -12.74% |
| AK Alisha Kamadia United Community Bank | 6,870 | $461,271.02 | $427,176.6 | -$34,094.42 | -7.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 58,438 | $3.95M | $3.64M | -$312,237.05 | -7.9% |
Robert Shea NEOS Investment Management LLC | 974,207 | $60.12M | $59.94M | -$181,791.44 | -0.3% |
RENEE PILKENTON Exchange Bank | 10,578 | $761,807.94 | $659,115.18 | -$102,692.76 | -13.48% |
Teresa Douberly Burford Brothers, Inc. | 3,874 | $278,372.99 | $241,388.94 | -$36,984.05 | -13.29% |
Charles Corkery PUREfi Wealth, LLC | 8,703 | $557,918.61 | $542,283.93 | -$15,634.68 | -2.8% |
James Rankin Modern Wealth Management, LLC | 7,146 | $409,260.28 | $454,557.06 | $45,296.78 | 11.07% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 12,937 | $773,436.33 | $806,104.47 | $32,668.14 | 4.22% |
Menachem Striks Morton Capital Management LLC/CA | 4,661 | $268,775.44 | $290,426.91 | $21,651.47 | 8.06% |