| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher E. Jaccard Financial Alternatives Inc. | 14,341 | $675,209.27 | $667,573.55 | -$7,635.72 | -1.13% |
Jacob Going Alpine Bank Wealth Management | 63,401 | $3.03M | $2.96M | -$63,235.38 | -2.09% |
Brett Pohl Invera Wealth Advisors, LLC | 49,104 | $2.33M | $2.29M | -$38,811.01 | -1.67% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 10,940 | $519,997.23 | $509,257 | -$10,740.23 | -2.07% |
Courtney Holt Compound Planning, Inc. | 16,586 | $793,249.28 | $773,736.9 | -$19,512.38 | -2.46% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 17 | $802 | $793.05 | -$8.95 | -1.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 72,614 | $3.44M | $3.39M | -$55,326.65 | -1.61% |
Mathieu Cornu Pictet Asset Management Holding SA | 21,016 | $987,466.46 | $980,396.4 | -$7,070.06 | -0.72% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.06M | $48.94M | $49.5M | $558,468.23 | 1.14% |
Kevin Bresler TD Waterhouse Canada Inc. | 3,898 | $182,236.4 | $181,841.7 | -$394.7 | -0.22% |
Courtney Haddad Concurrent Investment Advisors, LLC | 29,268 | $1.4M | $1.37M | -$31,167.46 | -2.23% |
Amir Har-El Savvy Advisors, Inc. | 26,788 | $1.27M | $1.25M | -$15,900.87 | -1.26% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,178 | $343,016.98 | $335,427.94 | -$7,589.04 | -2.21% |
Brad Sayre Shared Vision Wealth Group LLC | 4,541 | $215,299 | $211,837.65 | -$3,461.35 | -1.61% |
Anthony Blagrove Traveka Wealth, LLC | 19,557 | $933,516.72 | $912,334.05 | -$21,182.67 | -2.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,212 | $105,261.68 | $103,189.8 | -$2,071.88 | -1.97% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 50 | $2,371 | $2,333.5 | -$37.5 | -1.58% |
Chandler te Velde Maia Wealth LLC | 4,834 | $229,808.48 | $225,506.1 | -$4,302.38 | -1.87% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 23,980 | $1.14M | $1.12M | -$19,953.28 | -1.75% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 19,290 | $923,961.97 | $899,878.5 | -$24,083.47 | -2.61% |