| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 167,833 | $4.33M | $4.3M | -$25,305.91 | -0.58% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 20,938 | $536,068.26 | $536,850.32 | $782.06 | 0.15% |
| EM Erin Mccann Simplicity Wealth LLC | 69,228 | $1.78M | $1.78M | -$4,831.95 | -0.27% |
Loni Adams Daymark Wealth Partners LLC | 259,714 | $6.72M | $6.66M | -$65,872.47 | -0.98% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,236 | $284,780 | $288,147.22 | $3,367.22 | 1.18% |