| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 291 | $27,520 | $27,048.45 | -$471.55 | -1.71% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,132 | $108,142.39 | $105,219.4 | -$2,922.99 | -2.7% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,664 | $246,532.37 | $247,618.8 | $1,086.43 | 0.44% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,686 | $353,753.13 | $342,613.7 | -$11,139.43 | -3.15% |
Annmarie Young KPP Advisory Services LLC | 3,183 | $301,721.47 | $295,859.85 | -$5,861.62 | -1.94% |
| MWS MFA Wealth Services MFA Wealth Services | 38,171 | $3.57M | $3.55M | -$18,194.21 | -0.51% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 17,308 | $1.62M | $1.61M | -$8,151.84 | -0.5% |
John Hayes LongView Wealth Management | 2,728 | $257,987 | $253,567.6 | -$4,419.4 | -1.71% |
Norden Group LLC NORDEN GROUP LLC | 7,064 | $686,237.7 | $656,598.8 | -$29,638.9 | -4.32% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,764 | $3.64M | $3.51M | -$125,411.64 | -3.45% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 324,839 | $31.05M | $30.17M | -$878,621.91 | -2.83% |
Dina Fliss Global View Capital Management LLC | 5,702 | $550,014.88 | $530,000.9 | -$20,013.98 | -3.64% |
Jesse Steele Etesian Wealth Advisors, Inc. | 28,651 | $2.75M | $2.66M | -$90,799.7 | -3.3% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 595,640 | $55.87M | $55.36M | -$510,134.87 | -0.91% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,371 | $322,841.69 | $312,693.96 | -$10,147.73 | -3.14% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 6,054 | $575,684.29 | $562,719.3 | -$12,964.99 | -2.25% |
| KS Kristi Shields ROGCO, LP | 376 | $35,277.5 | $34,949.2 | -$328.3 | -0.93% |
Syon Capital LLC SYON CAPITAL LLC | 2,509 | $245,073.2 | $233,437.36 | -$11,635.84 | -4.75% |
Kevin Bresler TD Waterhouse Canada Inc. | 44,940 | $4.38M | $4.18M | -$206,012.83 | -4.7% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 141,033 | $13.46M | $13.11M | -$354,535.46 | -2.63% |