| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,228 | $116,561.26 | $90,835.16 | -$25,726.1 | -22.07% |
Jae Cho Marex Group plc | 6,845 | $507,166.6 | $497,152.35 | -$10,014.25 | -1.97% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,170 | $1.21M | $947,581.5 | -$265,659.22 | -21.9% |
Michael Grossman AdviceOne Advisory Services, LLC | 140,247 | $12.99M | $10.09M | -$2.9M | -22.34% |
Syon Capital LLC SYON CAPITAL LLC | 3,628 | $259,765 | $263,501.64 | $3,736.64 | 1.44% |
Florian Peters denkapparat Operations GmbH | 11,576 | $828,842 | $832,893.2 | $4,051.2 | 0.49% |
Kevin Bresler TD Waterhouse Canada Inc. | 17,033 | $1.34M | $1.23M | -$116,410.83 | -8.67% |
| AK Alisha Kamadia United Community Bank | 425 | $33,231.13 | $31,437.25 | -$1,793.88 | -5.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,683 | $753,039.3 | $552,791.85 | -$200,247.45 | -26.59% |
Robert Shea NEOS Investment Management LLC | 63,814 | $5.83M | $4.65M | -$1.18M | -20.25% |
David Vollmer PFS Partners, LLC | 27 | $2,366.32 | $1,942.65 | -$423.67 | -17.9% |
Benj Foor Frazier Financial Advisors, LLC | 140 | $12,929.96 | $10,355.8 | -$2,574.16 | -19.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 39 | $2,792 | $2,806.05 | $14.05 | 0.5% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,445 | $571,715.11 | $463,717.75 | -$107,997.36 | -18.89% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 50 | $4,743.39 | $3,597.5 | -$1,145.89 | -24.16% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 154 | $13,894.68 | $11,080.3 | -$2,814.38 | -20.26% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 12,439 | $1.14M | $894,986.05 | -$241,076.79 | -21.22% |
Taylor Wagner Valued Wealth Advisors LLC | 17 | $1,520.99 | $1,223.15 | -$297.84 | -19.58% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 3,167 | $283,749.89 | $227,865.65 | -$55,884.24 | -19.69% |
Curtis Burkholder Bare Financial Services, Inc | 112 | $8,019 | $8,058.4 | $39.4 | 0.49% |