| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 61,305 | $6.52M | $6.45M | -$65,902.07 | -1.01% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,647 | $696,177.97 | $699,762.92 | $3,584.95 | 0.51% |
| KS Kristi Shields ROGCO, LP | 30,390 | $3.16M | $3.2M | $36,748.27 | 1.16% |
Brian Glenn Premier Path Wealth Partners, LLC | 13,112 | $1.38M | $1.38M | -$4,031.85 | -0.29% |
Mark Romin Lakeshore Financial Planning, Inc. | 3,406 | $362,658.87 | $358,702.89 | -$3,955.98 | -1.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,194 | $1.83M | $1.81M | -$18,397.43 | -1.01% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 4,624 | $487,175.22 | $486,860.96 | -$314.26 | -0.06% |
James Rankin Modern Wealth Management, LLC | 8,242 | $877,541 | $867,923.81 | -$9,617.19 | -1.1% |
Angela Kelley HTLF Bank | 21,120 | $2.22M | $2.22M | -$1,640.99 | -0.07% |
Amir Har-El Savvy Advisors, Inc. | 89,241 | $9.49M | $9.4M | -$90,552.39 | -0.95% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 8,223 | $875,623.7 | $865,923.01 | -$9,700.69 | -1.11% |
United Advisor Group LLC United Advisor Group, LLC | 24,365 | $2.59M | $2.57M | -$26,734.23 | -1.03% |
Jon Deven Mouton CAP Partners, LLC | 3,510 | $370,774 | $369,550.35 | -$1,223.65 | -0.33% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 3,731 | $393,776.79 | $392,743.71 | -$1,033.08 | -0.26% |
Mark Fonville Fonville Wealth Management LLC | 29,905 | $3.15M | $3.15M | -$2,959.19 | -0.09% |
Anthony Blagrove Traveka Wealth, LLC | 3,187 | $334,863.05 | $335,511.42 | $648.37 | 0.19% |
Kent Keister Bear Mountain Capital, Inc. | 282,429 | $30.13M | $29.73M | -$403,673.3 | -1.34% |
Kevin Stillman Evernest Financial Advisors, LLC | 15,450 | $1.63M | $1.63M | -$5,244.67 | -0.32% |
Joshua Stipcich Tidemark, LLC | 86 | $9,156 | $9,051.93 | -$104.07 | -1.14% |
Andrea Butler Sequent Planning LLC | 2,663 | $283,608.16 | $280,187.54 | -$3,420.62 | -1.21% |