| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 31,120 | $663,925.31 | $652,586.4 | -$11,338.91 | -1.71% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1.79M | $37.86M | $37.65M | -$215,168.26 | -0.57% |
| EM Erin Mccann Simplicity Wealth LLC | 98,561 | $2.11M | $2.07M | -$42,127.54 | -2% |
Lydia Moore MRP Capital Investments LLC | 42,634 | $895,384.1 | $894,034.98 | -$1,349.12 | -0.15% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 14,499 | $306,944 | $305,131.45 | -$1,812.55 | -0.59% |