| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kure Advisory LLC Kure Advisory, LLC | 292,570 | $16.96M | $16.86M | -$96,862.66 | -0.57% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,703 | $331,921 | $328,635.37 | -$3,285.63 | -0.99% |
Bradley H. Owens LJI Wealth Management, LLC | 33,761 | $1.96M | $1.95M | -$16,200.27 | -0.83% |
Andrew Halac Talon Private Wealth, LLC | 595,433 | $34.91M | $34.34M | -$565,937.94 | -1.62% |
Bradley Harsch Strategic Advocates LLC | 865 | $50,905 | $49,871.57 | -$1,033.43 | -2.03% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 7,901 | $457,819.63 | $455,334.63 | -$2,485 | -0.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 510,487 | $29.71M | $29.38M | -$322,437.75 | -1.09% |
Matthew Wright Disciplina Capital Management LLC | 3,033 | $178,057.62 | $174,761.46 | -$3,296.16 | -1.85% |
Christine C. Devocelle University of Illinois Foundation | 619,536 | $36.06M | $35.73M | -$325,875.75 | -0.9% |
Kevin Orr Centennial Bank/AR/ | 1,229 | $72,179.21 | $70,833.41 | -$1,345.8 | -1.86% |
NICOLE MARTIN Arlington Trust Co LLC | 3.32M | $194.37M | $191.58M | -$2.8M | -1.44% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 19,576 | $1.14M | $1.13M | -$15,692.67 | -1.37% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 13,890 | $816,501.69 | $800,341.8 | -$16,159.89 | -1.98% |
| KS Kristi Shields ROGCO, LP | 294,478 | $17.09M | $16.98M | -$102,358.93 | -0.6% |
Kevin Bresler TD Waterhouse Canada Inc. | 130,690 | $7.67M | $7.53M | -$136,100.54 | -1.78% |
| AK Alisha Kamadia United Community Bank | 20,775 | $1.22M | $1.2M | -$18,616.6 | -1.53% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,668 | $1.33M | $1.31M | -$26,855.72 | -2.01% |
James Rankin Modern Wealth Management, LLC | 35,512 | $2.07M | $2.05M | -$20,949.13 | -1.01% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,744 | $337,194.27 | $331,170.32 | -$6,023.95 | -1.79% |
Amir Har-El Savvy Advisors, Inc. | 66,876 | $3.92M | $3.85M | -$66,454.68 | -1.69% |