| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 47,402 | $2.48M | $2.44M | -$45,496.09 | -1.83% |
Matthew Wright Disciplina Capital Management LLC | 248,592 | $13.06M | $12.77M | -$297,032.18 | -2.27% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 16,911 | $867,683.55 | $868,802.62 | $1,119.07 | 0.13% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 605,628 | $31.48M | $31.11M | -$373,853.21 | -1.19% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 41,630 | $2.15M | $2.13M | -$19,149.8 | -0.89% |
Kevin Bresler TD Waterhouse Canada Inc. | 51,871 | $2.71M | $2.66M | -$47,648.95 | -1.76% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 99 | $4,943.41 | $5,074.74 | $131.33 | 2.66% |
Brian Glenn Premier Path Wealth Partners, LLC | 29,684 | $1.56M | $1.52M | -$40,385.17 | -2.59% |
| AK Alisha Kamadia United Community Bank | 30,808 | $1.62M | $1.58M | -$40,666.68 | -2.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 57,971 | $3.03M | $2.98M | -$56,570.06 | -1.86% |
RENEE PILKENTON Exchange Bank | 19,274 | $988,273.16 | $987,599.76 | -$673.4 | -0.07% |
James Rankin Modern Wealth Management, LLC | 20,743 | $1.09M | $1.07M | -$27,683.83 | -2.53% |
David Vollmer PFS Partners, LLC | 513 | $27,205 | $26,286.12 | -$918.88 | -3.38% |
Amir Har-El Savvy Advisors, Inc. | 23,974 | $1.25M | $1.23M | -$18,541.43 | -1.48% |
David W. Lewis Lewis Asset Management, LLC | 8,192 | $420,263.96 | $419,921.92 | -$342.04 | -0.08% |
Jeff Ramsey Quotient Wealth Partners, LLC | 18,825 | $998,289.44 | $964,593 | -$33,696.44 | -3.38% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 126 | $6,535 | $6,456.24 | -$78.76 | -1.21% |
Mark Fonville Fonville Wealth Management LLC | 13,895 | $712,483.8 | $711,979.8 | -$504 | -0.07% |
Kent Keister Bear Mountain Capital, Inc. | 19,752 | $1.02M | $1.01M | -$5,742.9 | -0.56% |
Joshua Stipcich Tidemark, LLC | 948 | $49,036.99 | $48,665.58 | -$371.41 | -0.76% |