| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 11,689 | $972,042.6 | $956,861.54 | -$15,181.06 | -1.56% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 996 | $84,740.51 | $82,563.42 | -$2,177.09 | -2.57% |
Jae Cho Marex Group plc | 2,211 | $204,982 | $181,456.77 | -$23,525.23 | -11.48% |
Jesse Steele Etesian Wealth Advisors, Inc. | 4,260 | $325,121.23 | $353,771.7 | $28,650.47 | 8.81% |
NICOLE MARTIN Arlington Trust Co LLC | 23 | $2,235 | $1,911.07 | -$323.93 | -14.49% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,948 | $947,396.14 | $976,390.56 | $28,994.42 | 3.06% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 15,824 | $1.2M | $1.3M | $94,642.31 | 7.87% |
Syon Capital LLC SYON CAPITAL LLC | 6,786 | $567,876.94 | $557,707.41 | -$10,169.53 | -1.79% |
Kevin Bresler TD Waterhouse Canada Inc. | 893,041 | $78.66M | $74.49M | -$4.17M | -5.3% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,883 | $354,245.91 | $323,881.03 | -$30,364.88 | -8.57% |
| AK Alisha Kamadia United Community Bank | 250 | $22,160.41 | $20,735 | -$1,425.41 | -6.43% |
Greg Werlinich Werlinich Asset Management, LLC | 45,800 | $3.06M | $3.76M | $697,145 | 22.77% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,797 | $260,549.22 | $310,708.51 | $50,159.29 | 19.25% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,754 | $1.8M | $1.9M | $99,596.29 | 5.54% |
Robert Shea NEOS Investment Management LLC | 106,390 | $8.81M | $8.84M | $27,072.98 | 0.31% |
Charles Corkery PUREfi Wealth, LLC | 4,491 | $335,522.17 | $373,381.74 | $37,859.57 | 11.28% |
James Rankin Modern Wealth Management, LLC | 4,282 | $409,500.54 | $351,038.36 | -$58,462.18 | -14.28% |
Benj Foor Frazier Financial Advisors, LLC | 274 | $21,698.61 | $22,754.33 | $1,055.72 | 4.87% |
Amir Har-El Savvy Advisors, Inc. | 11,808 | $1.08M | $967,370.4 | -$109,737.41 | -10.19% |
Ann Keitner Quantum Portfolio Management LLC | 2,300 | $206,954 | $190,624 | -$16,330 | -7.89% |