| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 883 | $276,907.61 | $260,696.92 | -$16,210.69 | -5.85% |
JOHN TERRILL Peoples Bank/KS | 1,286 | $348,352 | $379,717.22 | $31,365.22 | 9% |
Syon Capital LLC SYON CAPITAL LLC | 2,822 | $830,978.98 | $837,513.16 | $6,534.18 | 0.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 181 | $50,848.98 | $53,994.11 | $3,145.13 | 6.19% |
Brian Glenn Premier Path Wealth Partners, LLC | 1,215 | $363,885.66 | $362,446.65 | -$1,439.01 | -0.4% |
| AK Alisha Kamadia United Community Bank | 1,011 | $301,596.07 | $300,630.96 | -$965.11 | -0.32% |
Greg Werlinich Werlinich Asset Management, LLC | 6,612 | $1.81M | $1.96M | $153,987.66 | 8.53% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,578 | $1.96M | $1.96M | $2,404.26 | 0.12% |
Robert Shea NEOS Investment Management LLC | 58,996 | $16.86M | $17.57M | $709,878.32 | 4.21% |
James Rankin Modern Wealth Management, LLC | 2,601 | $803,359.95 | $770,234.13 | -$33,125.82 | -4.12% |
David Vollmer PFS Partners, LLC | 8 | $2,311 | $2,382.08 | $71.08 | 3.08% |
Amir Har-El Savvy Advisors, Inc. | 2,464 | $717,464.28 | $727,767.04 | $10,302.76 | 1.44% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 4 | $1,273.33 | $1,190.26 | -$83.07 | -6.52% |
Owen McCabe Tyche Wealth Partners LLC | 906 | $267,975.14 | $269,335.68 | $1,360.54 | 0.51% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,206 | $348,501.82 | $359,152.83 | $10,651.01 | 3.06% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 91 | $27,774.98 | $26,999.7 | -$775.28 | -2.79% |
Jeffrey McGrath Cetera Trust Company, N.A | 715 | $209,959.89 | $212,641 | $2,681.11 | 1.28% |
Jonathon Gold Gold Investment Management Ltd. | 1,783 | $543,405.56 | $538,029.16 | -$5,376.4 | -0.99% |
Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1,858 | $543,835.44 | $557,678.7 | $13,843.26 | 2.55% |
Taylor Wagner Valued Wealth Advisors LLC | 3 | $1,092 | $895.23 | -$196.77 | -18.02% |