| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 1.1M | $55.82M | $53.5M | -$2.32M | -4.15% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 738,917 | $37.36M | $35.8M | -$1.56M | -4.17% |
Brian Distler Lakeridge Wealth Management LLC | 16,243 | $821,270 | $787,947.93 | -$33,322.07 | -4.06% |
Bradley Wilson Crews Bank & Trust | 13 | $657 | $629.85 | -$27.15 | -4.13% |