| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,221 | $1.06M | $1.04M | -$20,897.99 | -1.97% |
| AK Alisha Kamadia United Community Bank | 6,494 | $293,399 | $290,736.38 | -$2,662.62 | -0.91% |
James Rankin Modern Wealth Management, LLC | 2M | $90.37M | $89.39M | -$978,948.99 | -1.08% |
David Vollmer PFS Partners, LLC | 1,504 | $68,688 | $67,334.08 | -$1,353.92 | -1.97% |
Amir Har-El Savvy Advisors, Inc. | 5,087 | $232,424.78 | $227,719.55 | -$4,705.23 | -2.02% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 615,498 | $28.04M | $27.56M | -$485,947.45 | -1.73% |
Cody Gehman Stonebridge Financial Group, LLC | 4,461 | $200,700 | $199,696.66 | -$1,003.34 | -0.5% |
Joshua Stipcich Tidemark, LLC | 21,650 | $975,917.08 | $968,945.75 | -$6,971.33 | -0.71% |
Nicole Davis Northwest Financial Advisors | 56,922 | $2.57M | $2.55M | -$23,594.13 | -0.92% |
Seth Hodes Able Wealth Management LLC | 26,559 | $1.2M | $1.19M | -$14,183.51 | -1.18% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,549 | $69,678.44 | $69,371.96 | -$306.48 | -0.44% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 5,374 | $249,646.46 | $240,513.37 | -$9,133.09 | -3.66% |
Carmen McClennon WR Wealth Planners, LLC | 10 | $467 | $447.65 | -$19.35 | -4.14% |
Craig Small Symphony Financial Services, Inc. | 168,065 | $7.63M | $7.52M | -$108,642.43 | -1.42% |
Matthew Richmond Richmond Investment Services, LLC | 24,754 | $1.1M | $1.11M | $2,818.67 | 0.26% |
Heather Fowler A4 Wealth Advisors LLC | 10,344 | $472,414.51 | $462,842.28 | -$9,572.23 | -2.03% |
Laurel Steward Mattson Financial Services, LLC | 46,942 | $2.11M | $2.1M | -$10,129.31 | -0.48% |
Gregory A. Brown Brown Financial Advisors | 91,583 | $4.11M | $4.1M | -$10,894.32 | -0.27% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 91,858 | $4.24M | $4.11M | -$128,409.99 | -3.03% |
Millstone Evans Group LLC Millstone Evans Group LLC | 166 | $7,334 | $7,450.91 | $116.91 | 1.59% |