| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,047 | $253,447.25 | $250,507.84 | -$2,939.41 | -1.16% |
Annmarie Young KPP Advisory Services LLC | 16,734 | $841,218.36 | $830,592.09 | -$10,626.27 | -1.26% |
| MWS MFA Wealth Services MFA Wealth Services | 22,092 | $1.12M | $1.1M | -$21,033.7 | -1.88% |
Lars Phillips RAM Investment Partners, LLC | 77,603 | $3.68M | $3.85M | $174,232.04 | 4.74% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 574,887 | $28.68M | $28.53M | -$149,930.05 | -0.52% |
Elliot Kallen Prosperity Wealth Management, Inc. | 6,864 | $345,053.42 | $340,694.64 | -$4,358.78 | -1.26% |
Denise Reinert CGC Financial Services, LLC | 246 | $11,665 | $12,212.67 | $547.67 | 4.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 344,513 | $17.12M | $17.12M | $4,278.93 | 0.02% |
Christine C. Devocelle University of Illinois Foundation | 500,168 | $24.98M | $24.83M | -$157,553.32 | -0.63% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 353 | $17,550 | $17,521.15 | -$28.85 | -0.16% |
Jae Cho Marex Group plc | 8,079 | $408,891.53 | $400,982.58 | -$7,908.95 | -1.93% |
Christopher Barr Red Mountain Financial, LLC | 4,304 | $214,974 | $213,629.04 | -$1,344.96 | -0.63% |
NICOLE MARTIN Arlington Trust Co LLC | 710 | $35,465 | $35,239.22 | -$225.78 | -0.64% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 157,042 | $7.87M | $7.8M | -$75,356.78 | -0.96% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 316 | $14,940.48 | $15,686.24 | $745.76 | 4.99% |
| KS Kristi Shields ROGCO, LP | 1,820 | $89,251.85 | $90,331.51 | $1,079.66 | 1.21% |
Daniel Dorval DORVAL Corp | 36,463 | $1.75M | $1.81M | $57,751.25 | 3.3% |
Kevin Bresler TD Waterhouse Canada Inc. | 108 | $5,340.6 | $5,360.58 | $19.98 | 0.37% |
Mark Romin Lakeshore Financial Planning, Inc. | 4,710 | $222,852.87 | $233,827.95 | $10,975.08 | 4.92% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,022 | $1.2M | $1.19M | -$11,464.33 | -0.95% |