| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 171,022 | $4.41M | $4.23M | -$185,354.98 | -4.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 26,922 | $687,301.89 | $662,011.98 | -$25,289.91 | -3.68% |
| EM Erin Mccann Simplicity Wealth LLC | 124,805 | $3.16M | $3.07M | -$84,059.72 | -2.66% |
Loni Adams Daymark Wealth Partners LLC | 288,616 | $7.46M | $7.11M | -$355,148.59 | -4.76% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 13,434 | $340,967.42 | $330,476.4 | -$10,491.02 | -3.08% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 73,133 | $1.8M | $1.8M | -$5,852.2 | -0.32% |