| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandria Fry Dentgroup LLC | 5,212 | $229,849.2 | $227,764.4 | -$2,084.8 | -0.91% |
Christopher Clancy Global Wealth Strategies & Associates | 213,061 | $9.34M | $9.31M | -$27,698.91 | -0.3% |
| TT Thaddeus Toal RCS Financial Planning LLC | 27,082 | $1.19M | $1.18M | -$10,788.44 | -0.91% |
| NB Nicholas Brown Granite Harbor Advisors Inc. | 15,053 | $664,289 | $656,837.65 | -$7,451.35 | -1.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,785 | $78,408 | $78,004.5 | -$403.5 | -0.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,622 | $423,518.41 | $419,952.19 | -$3,566.22 | -0.84% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 184 | $8,060 | $8,031.6 | -$28.4 | -0.35% |