| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8.58M | $195.99M | $189.26M | -$6.73M | -3.43% |
Kevin Bresler TD Waterhouse Canada Inc. | 70,234 | $1.62M | $1.55M | -$67,398.05 | -4.17% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 496 | $11,415.77 | $10,867.36 | -$548.41 | -4.8% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 20,423 | $467,890.82 | $448,080.62 | -$19,810.2 | -4.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 613,825 | $14.03M | $13.53M | -$494,138.77 | -3.52% |
Charles Corkery PUREfi Wealth, LLC | 13,242 | $303,344.4 | $290,132.22 | -$13,212.18 | -4.36% |
Mark Weber DecisionMap Wealth Management, LLC | 22,026 | $505,949.09 | $483,250.44 | -$22,698.65 | -4.49% |
James Rankin Modern Wealth Management, LLC | 1.28M | $29.05M | $28.13M | -$920,852.86 | -3.17% |
KKM Financial LLC KKM Financial LLC | 40,253 | $910,298.45 | $881,943.23 | -$28,355.22 | -3.11% |
Scott L. Comeau BCU Wealth Advisors, LLC | 84,671 | $1.94M | $1.87M | -$72,429.28 | -3.73% |
Amir Har-El Savvy Advisors, Inc. | 61,211 | $1.4M | $1.35M | -$47,781.74 | -3.42% |
Owen McCabe Tyche Wealth Partners LLC | 83,089 | $1.9M | $1.82M | -$78,149.44 | -4.11% |
Jeff Ramsey Quotient Wealth Partners, LLC | 28,950 | $665,135.91 | $635,163 | -$29,972.91 | -4.51% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 116,774 | $2.66M | $2.56M | -$98,090.44 | -3.69% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 210,327 | $4.82M | $4.61M | -$215,946.63 | -4.48% |
Jon Deven Mouton CAP Partners, LLC | 14,442 | $330,510.67 | $316,857.48 | -$13,653.19 | -4.13% |
Brad Sayre Shared Vision Wealth Group LLC | 346,706 | $7.96M | $7.64M | -$312,362.98 | -3.93% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 14,241 | $324,417 | $314,085.25 | -$10,331.75 | -3.18% |
Anthony Blagrove Traveka Wealth, LLC | 386,951 | $8.88M | $8.48M | -$406,601.81 | -4.58% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 476,466 | $10.89M | $10.45M | -$439,980.12 | -4.04% |