| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 725,014 | $21.47M | $20.71M | -$759,783.52 | -3.54% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 10,249 | $301,590 | $292,660.19 | -$8,929.81 | -2.96% |
Jeff Ameen Spire Wealth Management | 204,021 | $5.98M | $5.83M | -$157,086.52 | -2.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 18,137 | $535,766.98 | $525,066.15 | -$10,700.83 | -2% |
Mark Mowrey Signature Resources Capital Management LLC | 224 | $6,641.49 | $6,397.44 | -$244.05 | -3.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 68,962 | $2.03M | $2M | -$28,963.63 | -1.43% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 15.47M | $455.42M | $447.85M | -$7.57M | -1.66% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,112 | $299,417.97 | $292,439.04 | -$6,978.93 | -2.33% |
Janice M. Powell Diversify Advisory Services, LLC | 13,125 | $380,823 | $380,634.19 | -$188.81 | -0.05% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 13,125 | $384,177.44 | $379,968.75 | -$4,208.69 | -1.1% |