| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,251 | $416,849.05 | $403,757.97 | -$13,091.08 | -3.14% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 237,128 | $7.23M | $7.3M | $66,395.56 | 0.92% |
Bradley H. Owens LJI Wealth Management, LLC | 9,669 | $302,926.87 | $294,614.43 | -$8,312.44 | -2.74% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 32,330 | $1.01M | $985,095.1 | -$29,868.52 | -2.94% |
John Hayes LongView Wealth Management | 20,697 | $650,578.97 | $630,637.59 | -$19,941.38 | -3.07% |
Andrew Halac Talon Private Wealth, LLC | 58,336 | $1.82M | $1.78M | -$43,473.77 | -2.39% |
Norden Group LLC NORDEN GROUP LLC | 8,650 | $283,234.11 | $263,565.5 | -$19,668.61 | -6.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 29,680 | $938,074.63 | $904,349.6 | -$33,725.03 | -3.6% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 143,749 | $5.55M | $4.38M | -$1.17M | -21.13% |
Jae Cho Marex Group plc | 25,200 | $768,348 | $777,168 | $8,820 | 1.15% |
Jesse Steele Etesian Wealth Advisors, Inc. | 36,592 | $1.16M | $1.11M | -$40,768.45 | -3.53% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 400,314 | $13.14M | $12.2M | -$947,210.21 | -7.21% |
JOHN TERRILL Peoples Bank/KS | 80,747 | $2.52M | $2.46M | -$57,127.32 | -2.27% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 28,131 | $890,778.03 | $861,933.84 | -$28,844.19 | -3.24% |
Kevin Bresler TD Waterhouse Canada Inc. | 23,528 | $762,066.83 | $716,898.16 | -$45,168.67 | -5.93% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 255 | $7,687.78 | $7,769.85 | $82.07 | 1.07% |
| AK Alisha Kamadia United Community Bank | 438 | $13,280 | $13,477.26 | $197.26 | 1.49% |
Courtney Haddad Concurrent Investment Advisors, LLC | 107,098 | $3.38M | $3.26M | -$119,258.46 | -3.53% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 16,035 | $564,800.6 | $488,586.45 | -$76,214.15 | -13.49% |
Charles Corkery PUREfi Wealth, LLC | 25,283 | $767,244.84 | $770,373.01 | $3,128.17 | 0.41% |