| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,278 | $52,288.97 | $51,141.1 | -$1,147.87 | -2.2% |
| DT Derek Tinnin Altiora Financial Group, LLC | 94,459 | $2.17M | $2.12M | -$50,501.18 | -2.32% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 21,353 | $492,349.64 | $479,374.85 | -$12,974.79 | -2.64% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 46,787 | $1.07M | $1.05M | -$22,449.36 | -2.09% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,050 | $24,119 | $23,572.5 | -$546.5 | -2.27% |
Thomas Dobbins New Republic Capital, LLC | 6,909 | $158,952.42 | $155,107.05 | -$3,845.37 | -2.42% |
John Hayes LongView Wealth Management | 77,794 | $1.78M | $1.75M | -$37,400.1 | -2.1% |
Norden Group LLC NORDEN GROUP LLC | 29,791 | $673,955.62 | $668,807.95 | -$5,147.67 | -0.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 959,649 | $22.02M | $21.54M | -$472,777.93 | -2.15% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 288,832 | $6.6M | $6.48M | -$114,049.06 | -1.73% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 548,054 | $12.62M | $12.33M | -$293,719.6 | -2.33% |
NICOLE MARTIN Arlington Trust Co LLC | 31,802 | $732,003.38 | $713,954.9 | -$18,048.48 | -2.47% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8.58M | $195.99M | $192.69M | -$3.29M | -1.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 70,234 | $1.62M | $1.58M | -$39,304.45 | -2.43% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 496 | $11,415.77 | $11,135.2 | -$280.57 | -2.46% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 20,423 | $467,890.82 | $458,496.35 | -$9,394.47 | -2.01% |
Courtney Haddad Concurrent Investment Advisors, LLC | 287,722 | $6.6M | $6.46M | -$140,988.13 | -2.14% |
Charles Corkery PUREfi Wealth, LLC | 13,242 | $303,344.4 | $297,282.9 | -$6,061.5 | -2% |
Mark Weber DecisionMap Wealth Management, LLC | 22,026 | $505,949.09 | $494,483.7 | -$11,465.39 | -2.27% |
James Rankin Modern Wealth Management, LLC | 1.03M | $23.5M | $23.16M | -$336,572.54 | -1.43% |