| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 191,098 | $3.95M | $3.83M | -$119,415.91 | -3.02% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 136,124 | $2.8M | $2.73M | -$70,163.67 | -2.51% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 14,532 | $293,110 | $291,510.47 | -$1,599.53 | -0.55% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 40,043 | $837,000.61 | $803,262.58 | -$33,738.03 | -4.03% |
Howard Bailey Securities LLC Howard Bailey Securities LLC | 139,538 | $2.88M | $2.81M | -$74,099.14 | -2.57% |
Jefferson H. West Legacy Investment Solutions LLC | 27,091 | $560,509.1 | $544,818.97 | -$15,690.13 | -2.8% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 26,692 | $551,212.03 | $536,794.8 | -$14,417.23 | -2.62% |
| FG Fabian Guerra Guerra Advisors Inc. | 7,638 | $158,175 | $153,638.37 | -$4,536.63 | -2.87% |
| SCL Stance Capital LLC Stance Capital LLC | 3,407 | $69,332 | $68,531.8 | -$800.2 | -1.15% |
J Hagan Capital Inc. J Hagan Capital Inc. | 30,737 | $634,105.09 | $617,660.01 | -$16,445.08 | -2.59% |
| BWL Balance Wealth LLC Balance Wealth LLC | 23,382 | $489,129.14 | $469,861.29 | -$19,267.85 | -3.94% |
| RM Rich Mowrer Brookwood Investment Group LLC | 468,796 | $9.55M | $9.42M | -$135,382.43 | -1.42% |
| AS Aryn Sands GK Wealth Management LLC | 44,862 | $904,871 | $901,053.27 | -$3,817.73 | -0.42% |
Winnow Wealth LLC Winnow Wealth LLC | 25,922 | $543,827.39 | $520,643.37 | -$23,184.02 | -4.26% |
IFS Group LLC IFS Group LLC | 139,748 | $2.89M | $2.81M | -$86,178.63 | -2.98% |