| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 777,144 | $35.74M | $35.32M | -$416,156.51 | -1.16% |
Gregory Bosch Strategies Wealth Advisors, LLC | 23,646 | $1.09M | $1.08M | -$15,825.92 | -1.45% |
Courtney Holt Compound Planning, Inc. | 573,997 | $26.17M | $26.09M | -$86,643.2 | -0.33% |
Katherine Stoner Empower Advisory Group, LLC | 4,877 | $225,074 | $221,659.65 | -$3,414.35 | -1.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,224 | $56,965 | $55,667.52 | -$1,297.48 | -2.28% |
Shawn Scholz Impact Partnership Wealth, LLC | 4,351 | $200,784 | $197,752.95 | -$3,031.05 | -1.51% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 728,740 | $33.59M | $33.12M | -$464,023.51 | -1.38% |
| DT Derek Tinnin Altiora Financial Group, LLC | 4,964 | $226,309 | $226,060.56 | -$248.44 | -0.11% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 24,542 | $1.15M | $1.12M | -$29,613.85 | -2.59% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 21,857 | $993,175.58 | $993,400.65 | $225.07 | 0.02% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,843 | $84,852 | $83,764.35 | -$1,087.65 | -1.28% |
Thomas Dobbins New Republic Capital, LLC | 11,768 | $543,645.4 | $535,326.32 | -$8,319.08 | -1.53% |
John Hayes LongView Wealth Management | 43,961 | $2.04M | $2M | -$37,114.59 | -1.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 2.59M | $119.87M | $117.94M | -$1.93M | -1.61% |
Anthony Moeller MN Wealth Advisors, LLC | 30,213 | $1.39M | $1.37M | -$19,251.98 | -1.38% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 64,166 | $2.95M | $2.92M | -$30,553.49 | -1.04% |
Marilou Davido WFA Asset Management Corp | 207 | $9,446.87 | $9,408.15 | -$38.72 | -0.41% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 22,728 | $1.05M | $1.03M | -$15,498.62 | -1.48% |
NICOLE MARTIN Arlington Trust Co LLC | 6,492 | $293,007.32 | $295,061.4 | $2,054.08 | 0.7% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16.94M | $776.41M | $769.8M | -$6.61M | -0.85% |