| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 35,042 | $1.42M | $1.39M | -$36,522.35 | -2.57% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 15,000 | $613,650 | $593,400 | -$20,250 | -3.3% |
Tyler Glazier New Millennium Group LLC | 31 | $1,259.53 | $1,222.64 | -$36.89 | -2.93% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,514 | $64,750.27 | $59,575.9 | -$5,174.37 | -7.99% |
Daniel Bennett APS Management Group Inc. | 14,646 | $606,424.41 | $579,176.07 | -$27,248.34 | -4.49% |
Randy Smith Fairway Financial LLC | 16,780 | $693,524.82 | $660,293 | -$33,231.82 | -4.79% |
Molly Crider Walker Asset Management LLC | 18,947 | $743,735.05 | $750,422.46 | $6,687.41 | 0.9% |
Timothy Gerlach Novem Group | 5,011 | $203,296 | $197,433.4 | -$5,862.6 | -2.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,961 | $1.02M | $987,457.16 | -$36,942.28 | -3.61% |
Scott Register Register Financial Advisors LLC | 546 | $22,511.86 | $21,512.4 | -$999.46 | -4.44% |
Jill Batley Gateway Wealth Partners LLC | 5,372 | $217,956.4 | $211,522.5 | -$6,433.9 | -2.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,967 | $120,578.94 | $117,018.48 | -$3,560.46 | -2.95% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 56,940 | $2.38M | $2.25M | -$121,609.08 | -5.12% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 5,452 | $228,367.78 | $215,681.12 | -$12,686.66 | -5.56% |
Courtney Haddad Concurrent Investment Advisors, LLC | 79,536 | $3.26M | $3.15M | -$112,842.38 | -3.46% |
James Rankin Modern Wealth Management, LLC | 7,209 | $293,046 | $285,030.16 | -$8,015.84 | -2.74% |
KKM Financial LLC KKM Financial LLC | 7,181 | $298,178.8 | $284,044.45 | -$14,134.35 | -4.74% |
Joshua Stipcich Tidemark, LLC | 6,556 | $272,408.95 | $258,948.89 | -$13,460.06 | -4.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,878 | $362,186.2 | $350,148.32 | -$12,037.88 | -3.32% |
Collin Randall Randall & Associates Wealth Management | 63,860 | $2.65M | $2.52M | -$125,752.98 | -4.75% |