| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jae Cho Marex Group plc | 3,282 | $271,257 | $259,245.18 | -$12,011.82 | -4.43% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 325,230 | $26.78M | $25.69M | -$1.08M | -4.04% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 2,558 | $211,674.5 | $201,736.67 | -$9,937.83 | -4.69% |
Kevin Bresler TD Waterhouse Canada Inc. | 85,077 | $7.1M | $6.72M | -$376,345.04 | -5.3% |
| AK Alisha Kamadia United Community Bank | 46,469 | $3.85M | $3.67M | -$178,813.37 | -4.65% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,783 | $230,015 | $220,135.3 | -$9,879.7 | -4.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 522,804 | $43.19M | $41.3M | -$1.89M | -4.38% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 277,171 | $22.55M | $21.9M | -$650,138.32 | -2.88% |
James Rankin Modern Wealth Management, LLC | 44,376 | $3.66M | $3.51M | -$153,904.52 | -4.21% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,976 | $238,878.35 | $235,133.76 | -$3,744.59 | -1.57% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,351 | $597,779.05 | $581,684.63 | -$16,094.42 | -2.69% |
Amir Har-El Savvy Advisors, Inc. | 9,137 | $763,499.84 | $722,325.53 | -$41,174.31 | -5.39% |
Cindi Hill Keener Financial Planning LLC | 8,315 | $682,540.87 | $656,677.12 | -$25,863.75 | -3.79% |
Owen McCabe Tyche Wealth Partners LLC | 17,285 | $1.44M | $1.36M | -$78,762.43 | -5.46% |
United Advisor Group LLC United Advisor Group, LLC | 4,178 | $345,625.68 | $329,632.92 | -$15,992.76 | -4.63% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,961 | $580,232.16 | $549,048.87 | -$31,183.29 | -5.37% |
Steven D Urban Urban Financial Advisory Corp | 1,672 | $139,911.14 | $132,046.2 | -$7,864.94 | -5.62% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,942 | $243,369.05 | $232,638.65 | -$10,730.4 | -4.41% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,192 | $259,785.53 | $252,120.12 | -$7,665.41 | -2.95% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 8,567 | $684,760.27 | $676,835.83 | -$7,924.44 | -1.16% |