| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 147,827 | $3.14M | $3.01M | -$128,584.04 | -4.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 41,879 | $885,948.03 | $851,052.47 | -$34,895.56 | -3.94% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1.86M | $39.42M | $37.86M | -$1.56M | -3.95% |
| EM Erin Mccann Simplicity Wealth LLC | 203,802 | $4.23M | $4.14M | -$95,437.34 | -2.25% |
Lydia Moore MRP Capital Investments LLC | 41,134 | $863,890.67 | $836,258.33 | -$27,632.34 | -3.2% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 17,923 | $379,567.07 | $364,555.61 | -$15,011.46 | -3.95% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 8,194 | $173,795 | $166,780.68 | -$7,014.32 | -4.04% |