| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 147,827 | $3.14M | $3.04M | -$97,555.15 | -3.11% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 31,120 | $663,925.31 | $638,426.8 | -$25,498.51 | -3.84% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1.86M | $39.42M | $38.21M | -$1.21M | -3.08% |
| EM Erin Mccann Simplicity Wealth LLC | 112,827 | $2.41M | $2.34M | -$75,470.05 | -3.13% |
Lydia Moore MRP Capital Investments LLC | 41,134 | $863,890.67 | $843,864.01 | -$20,026.66 | -2.32% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,923 | $379,567.07 | $371,364.56 | -$8,202.51 | -2.16% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 8,194 | $173,795 | $169,247.07 | -$4,547.93 | -2.62% |