| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 648,211 | $19.21M | $18.88M | -$329,924.43 | -1.72% |
Jeff Ameen Spire Wealth Management | 204,021 | $5.98M | $5.94M | -$43,038.78 | -0.72% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,137 | $535,766.98 | $528,149.44 | -$7,617.54 | -1.42% |
Mark Mowrey Signature Resources Capital Management LLC | 224 | $6,641.49 | $6,513.92 | -$127.57 | -1.92% |
Christopher C. Powers Farther Finance Advisors, LLC | 68,962 | $2.03M | $2.01M | -$17,240.09 | -0.85% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 15.32M | $450.89M | $447.14M | -$3.75M | -0.83% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,717 | $258,367 | $253,839.04 | -$4,527.96 | -1.75% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 6,931 | $204,458 | $201,830.72 | -$2,627.28 | -1.28% |