| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 36,592 | $1.16M | $1.07M | -$89,069.89 | -7.71% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 400,314 | $13.14M | $11.67M | -$1.47M | -11.2% |
JOHN TERRILL Peoples Bank/KS | 80,230 | $2.5M | $2.34M | -$163,466.44 | -6.54% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 28,131 | $890,778.03 | $813,126.55 | -$77,651.48 | -8.72% |
Kevin Bresler TD Waterhouse Canada Inc. | 23,528 | $762,066.83 | $686,311.76 | -$75,755.07 | -9.94% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 255 | $7,687.78 | $7,444.06 | -$243.72 | -3.17% |
| AK Alisha Kamadia United Community Bank | 438 | $13,280 | $12,651.63 | -$628.37 | -4.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 108,778 | $3.43M | $3.17M | -$260,703.18 | -7.59% |
| AMB Allen Mooney & Barnes Investment Advisors LLC Allen Mooney & Barnes Investment Advisors LLC | 17,083 | $595,715.96 | $498,567.35 | -$97,148.61 | -16.31% |
Charles Corkery PUREfi Wealth, LLC | 25,283 | $767,244.84 | $735,356.05 | -$31,888.79 | -4.16% |
James Rankin Modern Wealth Management, LLC | 30,421 | $927,541 | $886,620.04 | -$40,920.96 | -4.41% |
Amir Har-El Savvy Advisors, Inc. | 39,003 | $1.19M | $1.14M | -$48,934.06 | -4.13% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 7,510 | $228,979 | $218,428.35 | -$10,550.65 | -4.61% |
Christopher Dodds Crown Oak Advisors, LLC | 91,678 | $2.81M | $2.65M | -$164,864.45 | -5.86% |
Keisuke Ichihara Rakuten Securities, Inc. | 12,848 | $389,551.71 | $370,664.8 | -$18,886.91 | -4.85% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 41,850 | $1.31M | $1.22M | -$90,425.89 | -6.91% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,777 | $117,313.52 | $109,306.38 | -$8,007.14 | -6.83% |
PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 13,062 | $417,722.8 | $381,345.09 | -$36,377.71 | -8.71% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 20,625 | $640,152.18 | $601,631.25 | -$38,520.93 | -6.02% |
Jody White Farrow Financial Inc. | 171,879 | $5.22M | $5M | -$219,678.37 | -4.21% |