| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 1,250 | $31,319 | $31,050 | -$269 | -0.86% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 74,736 | $1.89M | $1.86M | -$36,627.76 | -1.93% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,094 | $27,415.64 | $27,174.96 | -$240.68 | -0.88% |
David Gutierrez Gutierrez Wealth Advisory LLC | 18,879 | $477,621.06 | $462,535.5 | -$15,085.56 | -3.16% |
John Hayes LongView Wealth Management | 14,429 | $365,487 | $351,995.45 | -$13,491.55 | -3.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,158 | $79,992 | $76,976.25 | -$3,015.75 | -3.77% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,216 | $208,111 | $206,221.6 | -$1,889.4 | -0.91% |
Janice M. Powell Diversify Advisory Services, LLC | 15,631 | $393,353 | $381,083.78 | -$12,269.22 | -3.12% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 15,631 | $395,661.79 | $381,396.4 | -$14,265.39 | -3.61% |