| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa C. Anderson PCA Investment Advisory Services Inc. | 386,458 | $17.72M | $17.5M | -$215,641.45 | -1.22% |
Alexandra Stickelman Root Financial Partners, LLC | 2,067 | $94,524.9 | $93,614.43 | -$910.47 | -0.96% |
Able Financial Group LLC ABLE Financial Group, LLC | 747,549 | $34.12M | $33.86M | -$263,020.95 | -0.77% |
Benjamin J. Jones National Wealth Management Group, LLC | 43,061 | $1.97M | $1.95M | -$23,825.86 | -1.21% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 150,077 | $6.95M | $6.8M | -$157,417.95 | -2.26% |
Chad Tobin Slagle Financial, LLC | 39,317 | $1.81M | $1.78M | -$25,596.8 | -1.42% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 8,949 | $402,078.44 | $405,300.21 | $3,221.77 | 0.8% |
Kure Advisory LLC Kure Advisory, LLC | 9,929 | $457,131.02 | $449,684.41 | -$7,446.61 | -1.63% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 181,298 | $8.35M | $8.21M | -$134,231.77 | -1.61% |
John Hayes LongView Wealth Management | 309,647 | $14.2M | $14.02M | -$180,247.32 | -1.27% |
Andrew Halac Talon Private Wealth, LLC | 4,463 | $203,614 | $202,129.27 | -$1,484.73 | -0.73% |
John M Roach Waterway Wealth Management, LLC | 462,712 | $20.65M | $20.96M | $306,458.15 | 1.48% |
Denise Reinert CGC Financial Services, LLC | 12,903 | $591,773.73 | $584,376.87 | -$7,396.86 | -1.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 664,235 | $30.39M | $30.08M | -$305,107.65 | -1% |
Christopher Barr Red Mountain Financial, LLC | 79,847 | $3.65M | $3.62M | -$30,695.66 | -0.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 270,239 | $12.33M | $12.24M | -$94,089.03 | -0.76% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 4,213 | $194,134.04 | $190,806.77 | -$3,327.27 | -1.71% |
MICHAEL DE LUZ Williams & Novak, LLC | 202,552 | $9.31M | $9.17M | -$138,709.72 | -1.49% |
Kevin Bresler TD Waterhouse Canada Inc. | 218,101 | $10.6M | $9.88M | -$724,767.82 | -6.84% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 375,793 | $17.23M | $17.02M | -$212,359.11 | -1.23% |