| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 54,982 | $4.24M | $4.32M | $86,749.68 | 2.05% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 7,919 | $625,839 | $622,591.78 | -$3,247.22 | -0.52% |
Kevin Bresler TD Waterhouse Canada Inc. | 125,277 | $9.89M | $9.85M | -$38,445.75 | -0.39% |
| AK Alisha Kamadia United Community Bank | 3,084 | $244,459.21 | $242,340.72 | -$2,118.49 | -0.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 70,295 | $5.55M | $5.53M | -$19,361.03 | -0.35% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 13,290 | $1.03M | $1.04M | $15,299.66 | 1.49% |
RENEE PILKENTON Exchange Bank | 27,115 | $2.11M | $2.13M | $25,535.97 | 1.21% |
James Rankin Modern Wealth Management, LLC | 230,631 | $18.23M | $18.14M | -$90,949.06 | -0.5% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 24,047 | $1.88M | $1.89M | $13,608.99 | 0.73% |
Angela Kelley HTLF Bank | 15,794 | $1.22M | $1.24M | $19,742.59 | 1.62% |
Lydia Gallas Harbour Trust & Investment Management Co | 106,557 | $8.3M | $8.38M | $77,752.53 | 0.94% |
Amir Har-El Savvy Advisors, Inc. | 59,644 | $4.75M | $4.69M | -$56,936.2 | -1.2% |
Cindi Hill Keener Financial Planning LLC | 10,975 | $858,837.11 | $862,854.5 | $4,017.39 | 0.47% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,020 | $798,895 | $787,772.4 | -$11,122.6 | -1.39% |
Owen McCabe Tyche Wealth Partners LLC | 3,180 | $246,044.34 | $250,011.6 | $3,967.26 | 1.61% |
United Advisor Group LLC United Advisor Group, LLC | 4,873 | $385,149 | $383,115.26 | -$2,033.74 | -0.53% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 333,820 | $25.9M | $26.24M | $344,776.82 | 1.33% |
Steven D Urban Urban Financial Advisory Corp | 185,615 | $14.45M | $14.59M | $147,517.64 | 1.02% |
Jonathon Gold Gold Investment Management Ltd. | 2,288 | $181,369.47 | $179,882.56 | -$1,486.91 | -0.82% |
Brad Sayre Shared Vision Wealth Group LLC | 3,049 | $243,368.24 | $239,712.38 | -$3,655.86 | -1.5% |