| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HG Heather Greenwood Cobblestone Asset Management LLC | 15,921 | $838,655.81 | $807,037.08 | -$31,618.73 | -3.77% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 917,830 | $48.62M | $46.52M | -$2.09M | -4.3% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 9,985 | $520,661.24 | $506,138.65 | -$14,522.59 | -2.79% |
MICHAEL DE LUZ Williams & Novak, LLC | 37,023 | $1.94M | $1.88M | -$57,404.67 | -2.96% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,412 | $177,673.33 | $172,988.4 | -$4,684.93 | -2.64% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 51,886 | $2.74M | $2.63M | -$103,722.05 | -3.79% |
Courtney Haddad Concurrent Investment Advisors, LLC | 266,213 | $14.01M | $13.5M | -$508,662.54 | -3.63% |
Charles Corkery PUREfi Wealth, LLC | 58,724 | $3.06M | $2.98M | -$80,340.59 | -2.62% |
Mark Weber DecisionMap Wealth Management, LLC | 79,589 | $4.14M | $4.04M | -$104,932.49 | -2.53% |
James Rankin Modern Wealth Management, LLC | 655,822 | $34.4M | $33.25M | -$1.16M | -3.36% |
Menachem Striks Morton Capital Management LLC/CA | 7,241 | $378,994 | $367,516.95 | -$11,477.05 | -3.03% |
Scott L. Comeau BCU Wealth Advisors, LLC | 7,795 | $408,627.75 | $395,206.5 | -$13,421.25 | -3.28% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 38,738 | $2.04M | $1.97M | -$69,303.16 | -3.4% |
Amir Har-El Savvy Advisors, Inc. | 40,780 | $2.14M | $2.07M | -$69,098.29 | -3.23% |
Owen McCabe Tyche Wealth Partners LLC | 27,855 | $1.48M | $1.41M | -$63,068.26 | -4.28% |
United Advisor Group LLC United Advisor Group, LLC | 7,354 | $389,426.78 | $372,701.46 | -$16,725.32 | -4.29% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5.75M | $300.25M | $291.26M | -$8.99M | -2.99% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 8,136 | $424,080.82 | $412,413.84 | -$11,666.98 | -2.75% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 6,606 | $350,101.54 | $335,254.5 | -$14,847.04 | -4.24% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 459,378 | $24.33M | $23.29M | -$1.05M | -4.3% |