| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nemes Rush Group LLC Nemes Rush Group LLC | 2,664 | $111,787.66 | $111,848.04 | $60.38 | 0.05% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 84,723 | $3.59M | $3.56M | -$35,757.54 | -1% |
Christopher C. Powers Farther Finance Advisors, LLC | 629,547 | $26.63M | $26.45M | -$179,275.82 | -0.67% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2.52M | $106.83M | $106M | -$829,808.45 | -0.78% |
NICOLE MARTIN Arlington Trust Co LLC | 795 | $33,565 | $33,370.12 | -$194.88 | -0.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 30,651 | $1.27M | $1.29M | $18,383.29 | 1.45% |
MICHAEL DE LUZ Williams & Novak, LLC | 36,785 | $1.56M | $1.54M | -$11,091.1 | -0.71% |
William Ertel Tassel Capital Management, Inc. | 678,253 | $28.61M | $28.47M | -$135,679.32 | -0.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 22,765 | $961,117 | $956,016.17 | -$5,100.83 | -0.53% |
Mark Weber DecisionMap Wealth Management, LLC | 95,926 | $3.97M | $4.03M | $55,448.81 | 1.4% |
Derek Ripp Austin Wealth Management, LLC | 168,378 | $7M | $7.07M | $66,495.35 | 0.95% |
Scott L. Comeau BCU Wealth Advisors, LLC | 285,657 | $12.09M | $12.01M | -$81,662.89 | -0.68% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 11,892 | $502,080 | $499,582.92 | -$2,497.08 | -0.5% |
Amir Har-El Savvy Advisors, Inc. | 223,156 | $9.45M | $9.37M | -$76,959.8 | -0.81% |
William Ramsay Financial Symmetry Inc | 351,212 | $14.72M | $14.76M | $39,720.16 | 0.27% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 34,686 | $1.47M | $1.46M | -$13,929.46 | -0.95% |
One Degree Advisors Inc. One Degree Advisors Inc | 318,459 | $13.69M | $13.37M | -$311,874.95 | -2.28% |
Setu Mazumdar Physician Wealth Solutions Inc. | 542,729 | $22.82M | $22.8M | -$19,426.21 | -0.09% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 9,021 | $380,243.89 | $378,972.21 | -$1,271.68 | -0.33% |
Andy Bloom MB Generational Wealth, LLC | 68,129 | $2.89M | $2.86M | -$27,445.25 | -0.95% |