| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 674 | $161,342.15 | $122,324.26 | -$39,017.89 | -24.18% |
NICOLE MARTIN Arlington Trust Co LLC | 72 | $17,956.11 | $13,067.28 | -$4,888.83 | -27.23% |
| EPS Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,085 | $2.61M | $2.01M | -$596,561.73 | -22.87% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 2,702 | $567,502 | $490,385.98 | -$77,116.02 | -13.59% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 609 | $107,253.9 | $110,527.41 | $3,273.51 | 3.05% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,605 | $337,098 | $291,291.45 | -$45,806.55 | -13.59% |
| KS Kristi Shields ROGCO, LP | 1,544 | $356,270.57 | $280,220.56 | -$76,050.01 | -21.35% |
| SCL Syon Capital LLC SYON CAPITAL LLC | 6,631 | $1.21M | $1.2M | -$6,792.18 | -0.56% |
Brian Glenn Premier Path Wealth Partners, LLC | 3,107 | $528,061.28 | $563,889.43 | $35,828.15 | 6.78% |
| AK Alisha Kamadia United Community Bank | 59 | $11,979.22 | $10,707.91 | -$1,271.31 | -10.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,173 | $2.93M | $2.39M | -$543,801.03 | -18.53% |
Robert Shea NEOS Investment Management LLC | 676,409 | $146.34M | $122.76M | -$23.57M | -16.11% |
James Rankin Modern Wealth Management, LLC | 5,664 | $1.18M | $1.03M | -$155,709.15 | -13.15% |
| BTW BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,073 | $255,596.93 | $194,738.77 | -$60,858.16 | -23.81% |
Benj Foor Frazier Financial Advisors, LLC | 92 | $17,948.57 | $16,697.08 | -$1,251.49 | -6.97% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 4,581 | $1.12M | $831,405.69 | -$287,295.44 | -25.68% |
Amir Har-El Savvy Advisors, Inc. | 8,016 | $1.86M | $1.45M | -$406,171.19 | -21.82% |
Owen McCabe Tyche Wealth Partners LLC | 6,364 | $1.37M | $1.16M | -$211,409.81 | -15.47% |
| UAG United Advisor Group LLC United Advisor Group, LLC | 1,071 | $256,170.46 | $194,375.79 | -$61,794.67 | -24.12% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,912 | $516,979.4 | $528,498.88 | $11,519.48 | 2.23% |