| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 4 | $204.92 | $199.46 | -$5.46 | -2.66% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 103,537 | $5.18M | $5.16M | -$13,462.2 | -0.26% |
Courtney Holt Compound Planning, Inc. | 13,929 | $696,996 | $694,580.73 | -$2,415.27 | -0.35% |
Katherine Stoner Empower Advisory Group, LLC | 11,312 | $569,183.75 | $564,081.93 | -$5,101.82 | -0.9% |
Nemes Rush Group LLC Nemes Rush Group LLC | 212 | $10,602 | $10,571.55 | -$30.45 | -0.29% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 351,148 | $17.62M | $17.51M | -$111,446.15 | -0.63% |
John Shanley Aspect Partners, LLC | 17,563 | $894,457.81 | $877,447.48 | -$17,010.33 | -1.9% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,724 | $286,451 | $285,427.26 | -$1,023.74 | -0.36% |
Alisha Arvold Christopher J. Hasenberg, Inc | 2,016 | $100,899.06 | $100,719.36 | -$179.7 | -0.18% |
Thomas Dobbins New Republic Capital, LLC | 1,778 | $90,765.7 | $88,659.97 | -$2,105.73 | -2.32% |
John Hayes LongView Wealth Management | 4,285 | $214,457 | $213,607.25 | -$849.75 | -0.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 250,189 | $12.61M | $12.47M | -$135,985.18 | -1.08% |
Dina Fliss Global View Capital Management LLC | 27,657 | $1.39M | $1.38M | -$6,105.37 | -0.44% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 87,135 | $4.44M | $4.34M | -$98,908.56 | -2.23% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 21,150 | $1.08M | $1.05M | -$25,386.67 | -2.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.47M | $125.92M | $123.21M | -$2.71M | -2.15% |
Daniel Dorval DORVAL Corp | 378,343 | $18.97M | $18.87M | -$106,647.65 | -0.56% |
Syon Capital LLC SYON CAPITAL LLC | 490,138 | $24.64M | $24.45M | -$196,347.72 | -0.8% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 6,679 | $334,217 | $333,048.33 | -$1,168.67 | -0.35% |
Courtney Haddad Concurrent Investment Advisors, LLC | 79,770 | $4.02M | $3.98M | -$41,798.88 | -1.04% |