| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicole Renaux Pioneer Wealth Management Group | 38,936 | $1.86M | $1.84M | -$17,143.84 | -0.92% |
Alexandra Stickelman Root Financial Partners, LLC | 3.64M | $173.57M | $172.07M | -$1.5M | -0.86% |
Jorge Paganin Abacus Wealth Partners, LLC | 31,216 | $1.5M | $1.48M | -$21,498.15 | -1.43% |
Megan J. Lottier Rockwood Wealth Management, LLC | 41,056 | $1.96M | $1.94M | -$17,076.95 | -0.87% |
| DT Derek Tinnin Altiora Financial Group, LLC | 876,910 | $41.48M | $41.61M | $126,954.16 | 0.31% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,812 | $277,523 | $274,965.72 | -$2,557.28 | -0.92% |
Lars Phillips RAM Investment Partners, LLC | 1.01M | $47.46M | $47.71M | $252,521.25 | 0.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 579,720 | $27.63M | $27.43M | -$206,916.02 | -0.75% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2.08M | $97.99M | $98.43M | $445,906.71 | 0.46% |
NICOLE MARTIN Arlington Trust Co LLC | 1,111 | $53,195 | $52,561.41 | -$633.59 | -1.19% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 113,761 | $5.37M | $5.38M | $14,380.68 | 0.27% |
MICHAEL DE LUZ Williams & Novak, LLC | 13,855 | $662,045.07 | $655,480.05 | -$6,565.02 | -0.99% |
| KS Kristi Shields ROGCO, LP | 3,468 | $166,291 | $164,071.08 | -$2,219.92 | -1.33% |
Stacey Cheek Wheelhouse Advisory Group LLC | 771,244 | $36.85M | $36.49M | -$363,895.36 | -0.99% |
William Ertel Tassel Capital Management, Inc. | 46,483 | $2.23M | $2.21M | -$20,005.05 | -0.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 26,925 | $1.29M | $1.27M | -$15,349.25 | -1.19% |
Scott McMillan White Wing Wealth Management | 131,430 | $6.22M | $6.22M | -$4,524.59 | -0.07% |
Mark Weber DecisionMap Wealth Management, LLC | 30,866 | $1.45M | $1.46M | $10,116.68 | 0.7% |
Scott L. Comeau BCU Wealth Advisors, LLC | 404,463 | $19.16M | $19.14M | -$26,460.17 | -0.14% |
Amir Har-El Savvy Advisors, Inc. | 97,554 | $4.68M | $4.62M | -$62,805.73 | -1.34% |