| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew T. Miler MilWealth Group LLC | 581 | $27,236.77 | $27,196.61 | -$40.16 | -0.15% |
Alexandra Stickelman Root Financial Partners, LLC | 3.64M | $173.57M | $170.12M | -$3.44M | -1.98% |
Jorge Paganin Abacus Wealth Partners, LLC | 31,216 | $1.5M | $1.46M | -$37,886.55 | -2.53% |
Megan J. Lottier Rockwood Wealth Management, LLC | 41,056 | $1.96M | $1.92M | -$36,989.11 | -1.89% |
| DT Derek Tinnin Altiora Financial Group, LLC | 876,910 | $41.48M | $41.04M | -$447,421.89 | -1.08% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,812 | $277,523 | $272,001.6 | -$5,521.4 | -1.99% |
Lars Phillips RAM Investment Partners, LLC | 1.01M | $47.46M | $47.16M | -$302,125.15 | -0.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 624,004 | $29.69M | $29.14M | -$550,450.11 | -1.85% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2.08M | $97.99M | $97.38M | -$604,785.18 | -0.62% |
NICOLE MARTIN Arlington Trust Co LLC | 1,111 | $53,195 | $52,016.13 | -$1,178.87 | -2.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 113,761 | $5.37M | $5.33M | -$42,499.82 | -0.79% |
MICHAEL DE LUZ Williams & Novak, LLC | 18,756 | $890,604.42 | $878,812.38 | -$11,792.04 | -1.32% |
| KS Kristi Shields ROGCO, LP | 3,468 | $166,291 | $162,458.46 | -$3,832.54 | -2.3% |
Stacey Cheek Wheelhouse Advisory Group LLC | 771,244 | $36.85M | $36.09M | -$764,942.24 | -2.08% |
William Ertel Tassel Capital Management, Inc. | 46,483 | $2.23M | $2.17M | -$51,148.66 | -2.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 29,795 | $1.43M | $1.39M | -$31,510.59 | -2.21% |
Scott McMillan White Wing Wealth Management | 131,430 | $6.22M | $6.15M | -$68,925.29 | -1.11% |
Mark Weber DecisionMap Wealth Management, LLC | 30,866 | $1.45M | $1.45M | -$3,927.35 | -0.27% |
Scott L. Comeau BCU Wealth Advisors, LLC | 404,463 | $19.16M | $18.93M | -$232,736.3 | -1.21% |
Amir Har-El Savvy Advisors, Inc. | 96,593 | $4.63M | $4.52M | -$109,291.08 | -2.36% |