| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anthony Moeller MN Wealth Advisors, LLC | 30,213 | $1.39M | $1.34M | -$49,464.98 | -3.55% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 64,166 | $2.95M | $2.85M | -$93,115.34 | -3.16% |
Marilou Davido WFA Asset Management Corp | 207 | $9,446.87 | $9,218.74 | -$228.13 | -2.41% |
Ben Loeffler ACORN CREEK CAPITAL LLC | 22,728 | $1.05M | $1.01M | -$36,976.58 | -3.53% |
NICOLE MARTIN Arlington Trust Co LLC | 6,066 | $274,304.3 | $269,785.35 | -$4,518.95 | -1.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16.94M | $776.41M | $753.11M | -$23.3M | -3% |
Kevin Bresler TD Waterhouse Canada Inc. | 37 | $1,699 | $1,645.39 | -$53.61 | -3.16% |
| AK Alisha Kamadia United Community Bank | 4,866 | $224,761 | $216,220.71 | -$8,540.29 | -3.8% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 209,082 | $9.58M | $9.31M | -$267,870.83 | -2.8% |
Courtney Haddad Concurrent Investment Advisors, LLC | 608,522 | $28.18M | $27.06M | -$1.12M | -3.96% |
Charles Corkery PUREfi Wealth, LLC | 11,573 | $529,547.21 | $515,287.82 | -$14,259.39 | -2.69% |
James Rankin Modern Wealth Management, LLC | 831,929 | $38.23M | $37.01M | -$1.23M | -3.21% |
Scott L. Comeau BCU Wealth Advisors, LLC | 189,424 | $8.71M | $8.42M | -$282,805.65 | -3.25% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 51,685 | $2.39M | $2.3M | -$84,730.54 | -3.55% |
Amir Har-El Savvy Advisors, Inc. | 3.84M | $178.05M | $171.02M | -$7.04M | -3.95% |
Jeff Ramsey Quotient Wealth Partners, LLC | 34,915 | $1.61M | $1.55M | -$56,663.42 | -3.53% |
CARL LYMANGOOD Petros Family Wealth, LLC | 20,161 | $938,293.34 | $896,156.45 | -$42,136.89 | -4.49% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,228 | $336,397.11 | $320,995.48 | -$15,401.63 | -4.58% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 310,337 | $14.33M | $13.82M | -$516,869.58 | -3.61% |
Jon Deven Mouton CAP Partners, LLC | 38,389 | $1.77M | $1.71M | -$62,906.62 | -3.55% |