| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 9,866 | $413,882 | $408,205.75 | -$5,676.25 | -1.37% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 126 | $5,308.38 | $5,201.28 | -$107.1 | -2.02% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 111,661 | $4.71M | $4.62M | -$90,508.89 | -1.92% |
| KC Kasey Cook Maripau Wealth Management LLC | 169,814 | $7.13M | $7.01M | -$120,879.35 | -1.7% |
Alexander Eichhorn Tanager Wealth Management LLP | 1.02M | $42.47M | $42.06M | -$407,134.25 | -0.96% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 102,787 | $4.37M | $4.25M | -$116,920.85 | -2.68% |
Susan M. Stiles Stiles Financial Services Inc. | 62,452 | $2.63M | $2.58M | -$53,740.41 | -2.04% |
Michael Byun SageView Advisory Group LLC | 17,409 | $730,308 | $720,297.37 | -$10,010.63 | -1.37% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 5,399 | $227,939.04 | $222,924.71 | -$5,014.33 | -2.2% |
William Frye RPOA Advisors Inc. | 20.73M | $880.28M | $855.91M | -$24.37M | -2.77% |
Andrew Halac Talon Private Wealth, LLC | 1.2M | $50.49M | $49.58M | -$908,718.8 | -1.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,272 | $480,161.55 | $465,420.88 | -$14,740.67 | -3.07% |
Peter David N Soliman Second Line Capital, LLC | 106,590 | $4.51M | $4.4M | -$107,203.23 | -2.38% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,166 | $1.02M | $997,814.14 | -$22,168.9 | -2.17% |
Amir Har-El Savvy Advisors, Inc. | 21,807 | $924,236.03 | $900,411.03 | -$23,825 | -2.58% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 827,487 | $34.91M | $34.17M | -$744,896.96 | -2.13% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 9,116 | $384,621.18 | $376,581.96 | -$8,039.22 | -2.09% |
Stephanie Ternes Wealth Forward, LLC | 212,034 | $9.03M | $8.75M | -$272,636.5 | -3.02% |
Kings Path Partners LLC Kings Path Partners LLC | 762 | $32,461.22 | $31,462.98 | -$998.24 | -3.08% |
Doug Robinson Lord & Richards Wealth Management LLC | 255,358 | $10.7M | $10.54M | -$153,368.97 | -1.43% |