| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 8,112 | $1.01M | $826,410 | -$181,030 | -17.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,692 | $219,833.29 | $375,107.57 | $155,274.28 | 70.63% |
| CF Cheryl Fluker Members Advisory Group LLC | 196,751 | $22.16M | $20.16M | -$1.99M | -8.99% |
Denise Reinert CGC Financial Services, LLC | 18 | $795.97 | $1,844.78 | $1,048.81 | 131.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 20 | $2,484 | $2,049.76 | -$434.24 | -17.48% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3,582 | $444,843 | $367,112.02 | -$77,730.98 | -17.47% |
Janice M. Powell Diversify Advisory Services, LLC | 10,172 | $1.21M | $1.1M | -$111,017.21 | -9.18% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 10,172 | $899,713.4 | $1.04M | $142,794.54 | 15.87% |