| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandria Fry Dentgroup LLC | 5,212 | $229,849.2 | $225,523.24 | -$4,325.96 | -1.88% |
Christopher Clancy Global Wealth Strategies & Associates | 213,061 | $9.34M | $9.22M | -$121,445.75 | -1.3% |
| TT Thaddeus Toal RCS Financial Planning LLC | 27,097 | $1.19M | $1.17M | -$19,194.46 | -1.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,796 | $78,890.36 | $77,712.92 | -$1,177.44 | -1.49% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,622 | $423,518.41 | $416,343.94 | -$7,174.47 | -1.69% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 7,184 | $314,947 | $310,851.68 | -$4,095.32 | -1.3% |