| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BD Brian Durkin Gries Financial LLC | 6,246 | $272,076 | $262,238.31 | -$9,837.69 | -3.62% |
Alexandria Fry Dentgroup LLC | 5,212 | $229,849.2 | $220,154.88 | -$9,694.32 | -4.22% |
Christopher Clancy Global Wealth Strategies & Associates | 219,134 | $9.59M | $9.25M | -$342,365.95 | -3.57% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,622 | $423,518.41 | $406,529.5 | -$16,988.91 | -4.01% |