| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Dobbins New Republic Capital, LLC | 546 | $45,270.92 | $44,752.89 | -$518.03 | -1.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 415,585 | $34.35M | $34.07M | -$274,479.49 | -0.8% |
Peter David N Soliman Second Line Capital, LLC | 2,735 | $226,512.78 | $224,174.27 | -$2,338.51 | -1.03% |
Dina Fliss Global View Capital Management LLC | 5,931 | $491,698.15 | $486,134.41 | -$5,563.74 | -1.13% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 54,131 | $4.43M | $4.44M | $7,612.68 | 0.17% |
Jesse Steele Etesian Wealth Advisors, Inc. | 3,157 | $261,228.45 | $258,780.24 | -$2,448.21 | -0.94% |
NICOLE MARTIN Arlington Trust Co LLC | 110 | $9,110 | $9,016.73 | -$93.27 | -1.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 114,783 | $9.45M | $9.41M | -$39,330.29 | -0.42% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,625 | $1.62M | $1.61M | -$10,300.82 | -0.64% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 79,048 | $6.43M | $6.48M | $46,859.73 | 0.73% |
Brian Glenn Premier Path Wealth Partners, LLC | 101,739 | $8.24M | $8.34M | $96,284.89 | 1.17% |
| AK Alisha Kamadia United Community Bank | 32,180 | $2.66M | $2.64M | -$18,989.82 | -0.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 228,030 | $18.89M | $18.69M | -$198,408.62 | -1.05% |
James Rankin Modern Wealth Management, LLC | 469,791 | $38.6M | $38.51M | -$87,402.74 | -0.23% |
Joseph C. Gissy Tactive Advisors, LLC | 19,703 | $1.62M | $1.62M | -$9,213.63 | -0.57% |
Angela Kelley HTLF Bank | 77,112 | $6.33M | $6.32M | -$4,634.27 | -0.07% |
Amir Har-El Savvy Advisors, Inc. | 26,993 | $2.23M | $2.21M | -$20,399.24 | -0.91% |
David W. Lewis Lewis Asset Management, LLC | 2,647 | $219,765.84 | $217,000.8 | -$2,765.04 | -1.26% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 14,151 | $1.17M | $1.16M | -$13,869.17 | -1.18% |
Owen McCabe Tyche Wealth Partners LLC | 3,787 | $313,825.28 | $310,457.88 | -$3,367.4 | -1.07% |