| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 654 | $271,822 | $263,241.54 | -$8,580.46 | -3.16% |
Kristy DeJarnette Financial Security Advisor, Inc. | 2,139 | $1.06M | $851,493.12 | -$211,844.49 | -19.92% |
NICOLE MARTIN Arlington Trust Co LLC | 428 | $163,444.29 | $172,011.06 | $8,566.77 | 5.24% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 27,843 | $11.46M | $11.37M | -$91,866.04 | -0.8% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 2,623 | $799,445.46 | $1.07M | $267,249.98 | 33.43% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 741 | $299,658.73 | $296,622.3 | -$3,036.43 | -1.01% |
MICHAEL DE LUZ Williams & Novak, LLC | 776 | $245,585.29 | $309,398.96 | $63,813.67 | 25.98% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 1,629 | $679,355.58 | $651,974.67 | -$27,380.91 | -4.03% |
| KS Kristi Shields ROGCO, LP | 47 | $14,662.59 | $18,855.93 | $4,193.34 | 28.6% |
Syon Capital LLC SYON CAPITAL LLC | 11,562 | $5.51M | $4.77M | -$744,480.64 | -13.51% |
Florian Peters denkapparat Operations GmbH | 920 | $382,380 | $368,970.6 | -$13,409.4 | -3.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 150,953 | $67.63M | $60.6M | -$7.03M | -10.4% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 67 | $34,103.35 | $26,695.48 | -$7,407.87 | -21.72% |
Brian Glenn Premier Path Wealth Partners, LLC | 7,830 | $3.37M | $3.14M | -$231,414.25 | -6.86% |
Amy Jones BARLOW WEALTH PARTNERS, INC. | 2,478 | $1.29M | $1.01M | -$285,701.32 | -22.09% |
| AK Alisha Kamadia United Community Bank | 945 | $412,365.65 | $378,207.9 | -$34,157.75 | -8.28% |
Courtney Haddad Concurrent Investment Advisors, LLC | 30,010 | $14.37M | $12.05M | -$2.32M | -16.16% |
Robert Shea NEOS Investment Management LLC | 146,956 | $62.46M | $58.93M | -$3.53M | -5.64% |
RENEE PILKENTON Exchange Bank | 599 | $243,283.57 | $238,905.16 | -$4,378.41 | -1.8% |
Teresa Douberly Burford Brothers, Inc. | 2,799 | $1.37M | $1.12M | -$246,393.51 | -18.01% |