| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 54,982 | $4.24M | $4.26M | $20,496.37 | 0.48% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 7,919 | $625,839 | $612,851.41 | -$12,987.59 | -2.08% |
Kevin Bresler TD Waterhouse Canada Inc. | 125,277 | $9.89M | $9.69M | -$193,162.85 | -1.95% |
| AK Alisha Kamadia United Community Bank | 3,084 | $244,459.21 | $238,873.38 | -$5,585.83 | -2.28% |
Courtney Haddad Concurrent Investment Advisors, LLC | 160,728 | $12.69M | $12.44M | -$254,947.3 | -2.01% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 13,212 | $1.02M | $1.02M | -$718.3 | -0.07% |
RENEE PILKENTON Exchange Bank | 34,169 | $2.65M | $2.65M | -$5,974.68 | -0.23% |
James Rankin Modern Wealth Management, LLC | 230,631 | $18.23M | $17.85M | -$374,625.19 | -2.06% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 24,047 | $1.88M | $1.86M | -$17,531.88 | -0.93% |
Angela Kelley HTLF Bank | 15,794 | $1.22M | $1.22M | $552.88 | 0.05% |
Lydia Gallas Harbour Trust & Investment Management Co | 106,557 | $8.3M | $8.25M | -$51,618.32 | -0.62% |
Amir Har-El Savvy Advisors, Inc. | 64,899 | $5.16M | $5.03M | -$135,673.84 | -2.63% |
Cindi Hill Keener Financial Planning LLC | 10,975 | $858,837.11 | $849,355.25 | -$9,481.86 | -1.1% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 10,020 | $798,895 | $775,297.5 | -$23,597.5 | -2.95% |
Owen McCabe Tyche Wealth Partners LLC | 3,180 | $246,044.34 | $246,074.76 | $30.42 | 0.01% |
United Advisor Group LLC United Advisor Group, LLC | 4,873 | $385,149 | $377,438.21 | -$7,710.79 | -2% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 337,464 | $26.18M | $26.11M | -$66,999.32 | -0.26% |
Steven D Urban Urban Financial Advisory Corp | 185,615 | $14.45M | $14.36M | -$81,716.89 | -0.57% |
Jonathon Gold Gold Investment Management Ltd. | 2,288 | $181,369.47 | $177,114.08 | -$4,255.39 | -2.35% |
Brad Sayre Shared Vision Wealth Group LLC | 3,049 | $243,368.24 | $235,992.6 | -$7,375.64 | -3.03% |