| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 171,022 | $4.41M | $4.32M | -$89,120.9 | -2.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 20,938 | $536,068.26 | $530,150.16 | -$5,918.1 | -1.1% |
| EM Erin Mccann Simplicity Wealth LLC | 75,692 | $1.95M | $1.94M | -$9,696.67 | -0.5% |
Loni Adams Daymark Wealth Partners LLC | 288,616 | $7.46M | $7.31M | -$156,003.55 | -2.09% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,434 | $340,967.42 | $341,586.32 | $618.9 | 0.18% |