| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 136 | $2,907.68 | $2,883.88 | -$23.8 | -0.82% |
| SW Steve Wachs Legacy CG LLC | 733,605 | $15.71M | $15.55M | -$161,393.1 | -1.03% |
Mariana Coli Dunhill Financial LLC | 96 | $2,105.63 | $2,032.33 | -$73.3 | -3.48% |
Alexandra Stickelman Root Financial Partners, LLC | 35 | $765.83 | $741.3 | -$24.53 | -3.2% |
Courtney Holt Compound Planning, Inc. | 56,306 | $1.23M | $1.19M | -$33,834.7 | -2.76% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,264 | $273,935.32 | $280,931.52 | $6,996.2 | 2.55% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,060 | $108,841 | $107,173.84 | -$1,667.16 | -1.53% |
Andrea Butler Sequent Planning LLC | 129,939 | $2.83M | $2.75M | -$80,939.99 | -2.86% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 910,087 | $19.49M | $19.28M | -$213,905.94 | -1.1% |