| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 29,564 | $3.49M | $3.37M | -$113,619.4 | -3.26% |
Nemes Rush Group LLC Nemes Rush Group LLC | 588 | $68,772.26 | $67,079.04 | -$1,693.22 | -2.46% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 343 | $40,617.11 | $39,132.87 | -$1,484.24 | -3.65% |
| MWS MFA Wealth Services MFA Wealth Services | 56,715 | $6.58M | $6.48M | -$105,088.72 | -1.6% |
Bradley Harsch Strategic Advocates LLC | 91 | $10,875 | $10,382.64 | -$492.36 | -4.53% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 7,951 | $950,430.04 | $907,089.83 | -$43,340.21 | -4.56% |
Christopher C. Powers Farther Finance Advisors, LLC | 105,521 | $12.52M | $11.99M | -$531,795.18 | -4.25% |
Mathieu Cornu Pictet Asset Management Holding SA | 89,000 | $10.36M | $10.15M | -$202,929 | -1.96% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 2,415 | $284,150.35 | $275,756.77 | -$8,393.58 | -2.95% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,930 | $2.17M | $2.16M | -$11,664.97 | -0.54% |
Kevin Bresler TD Waterhouse Canada Inc. | 10,689 | $1.27M | $1.22M | -$47,085.91 | -3.71% |
Brian Glenn Premier Path Wealth Partners, LLC | 86,909 | $10.05M | $9.93M | -$125,465.13 | -1.25% |
Courtney Haddad Concurrent Investment Advisors, LLC | 156,603 | $18.52M | $17.89M | -$632,747.04 | -3.42% |
Derek Ripp Austin Wealth Management, LLC | 99,892 | $11.59M | $11.39M | -$208,223.87 | -1.8% |
Amir Har-El Savvy Advisors, Inc. | 27,965 | $3.34M | $3.19M | -$144,898.36 | -4.34% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,787 | $211,210.07 | $204,021.79 | -$7,188.28 | -3.4% |
United Advisor Group LLC United Advisor Group, LLC | 2,015 | $238,866.61 | $229,861.12 | -$9,005.49 | -3.77% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1,731 | $203,306 | $197,342.65 | -$5,963.35 | -2.93% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 77,844 | $9.08M | $8.88M | -$199,631.8 | -2.2% |
Andrea Butler Sequent Planning LLC | 23,358 | $2.73M | $2.66M | -$68,338.72 | -2.5% |