| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 5,505 | $513,454.46 | $498,147.45 | -$15,307.01 | -2.98% |
David Stevens Stevens Capital Partners | 2,712 | $250,032 | $245,191.92 | -$4,840.08 | -1.94% |
Philip Rc Dudley Dudley Capital Management LLC | 15,040 | $1.36M | $1.36M | $150.21 | 0.01% |
Jill Batley Gateway Wealth Partners LLC | 46,503 | $4.3M | $4.21M | -$88,143.43 | -2.05% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 8,349 | $755,792.38 | $755,501.01 | -$291.37 | -0.04% |
| PIL PFG Investments LLC PFG Investments LLC | 8,745 | $813,767.55 | $791,335.05 | -$22,432.5 | -2.76% |
| JC Jared Calvert Buck Wealth Strategies LLC | 628,413 | $58.22M | $56.87M | -$1.35M | -2.33% |
Jackson O'Connor O'Connor Financial Group LLC | 331,895 | $30.46M | $30.03M | -$426,778.95 | -1.4% |
Scott Boyce Decker Retirement Planning Inc. | 5,752 | $521,929.41 | $520,498.48 | -$1,430.93 | -0.27% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 809 | $75,941.63 | $73,206.41 | -$2,735.22 | -3.6% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 40,092 | $3.71M | $3.63M | -$77,569.84 | -2.09% |
Chad Tobin Slagle Financial, LLC | 59,299 | $5.47M | $5.37M | -$107,198.6 | -1.96% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,193 | $297,164.9 | $288,934.57 | -$8,230.33 | -2.77% |
| MWS MFA Wealth Services MFA Wealth Services | 12,148 | $1.1M | $1.1M | -$647.97 | -0.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 99,664 | $9.23M | $9.02M | -$211,129.09 | -2.29% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 179,754 | $16.55M | $16.27M | -$287,170.13 | -1.73% |
MICHAEL DE LUZ Williams & Novak, LLC | 9,543 | $876,822.45 | $863,546.07 | -$13,276.38 | -1.51% |
Kevin Bresler TD Waterhouse Canada Inc. | 32,635 | $3.06M | $2.95M | -$105,104.14 | -3.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 566,907 | $52.2M | $51.3M | -$902,929.68 | -1.73% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $277.32 | $271.23 | -$6.09 | -2.2% |