| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kure Advisory LLC Kure Advisory, LLC | 5,087 | $234,205.41 | $222,912.34 | -$11,293.07 | -4.82% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 190,116 | $8.75M | $8.33M | -$411,663.07 | -4.71% |
John Hayes LongView Wealth Management | 309,647 | $14.2M | $13.58M | -$626,139 | -4.41% |
Andrew Halac Talon Private Wealth, LLC | 4,937 | $225,174.04 | $216,487.45 | -$8,686.59 | -3.86% |
John M Roach Waterway Wealth Management, LLC | 462,712 | $20.65M | $20.29M | -$364,474.25 | -1.77% |
Denise Reinert CGC Financial Services, LLC | 11,527 | $528,422.69 | $504,479.15 | -$23,943.54 | -4.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 687,489 | $31.4M | $29.93M | -$1.46M | -4.66% |
Christopher Barr Red Mountain Financial, LLC | 82,282 | $3.76M | $3.61M | -$150,902.82 | -4.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 294,442 | $13.43M | $12.91M | -$528,814.17 | -3.94% |
MICHAEL DE LUZ Williams & Novak, LLC | 136,610 | $6.24M | $5.99M | -$243,221.67 | -3.9% |
Kevin Bresler TD Waterhouse Canada Inc. | 231,630 | $11.22M | $10.15M | -$1.07M | -9.51% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 5,985 | $273,035.64 | $262,621.8 | -$10,413.84 | -3.81% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1.44M | $65.65M | $62.91M | -$2.74M | -4.17% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 865,549 | $39.54M | $37.95M | -$1.59M | -4.02% |
Charles Corkery PUREfi Wealth, LLC | 8,529 | $391,300.51 | $374,209.87 | -$17,090.64 | -4.37% |
Mark Weber DecisionMap Wealth Management, LLC | 93,406 | $4.26M | $4.1M | -$160,713.6 | -3.77% |
James Rankin Modern Wealth Management, LLC | 8.11M | $370.22M | $355.43M | -$14.79M | -4% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 74,753 | $3.41M | $3.28M | -$128,258.55 | -3.76% |
Amir Har-El Savvy Advisors, Inc. | 85,184 | $3.87M | $3.73M | -$130,700.35 | -3.38% |
United Advisor Group LLC United Advisor Group, LLC | 43,011 | $1.95M | $1.88M | -$67,879.59 | -3.48% |