| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 363 | $34,982 | $33,619.24 | -$1,362.76 | -3.9% |
Katherine Stoner Empower Advisory Group, LLC | 4,127 | $384,112.89 | $380,715.75 | -$3,397.14 | -0.88% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 61,598 | $5.94M | $5.7M | -$247,238.51 | -4.16% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 124 | $11,870 | $11,488.6 | -$381.4 | -3.21% |
Andrew Halac Talon Private Wealth, LLC | 41,170 | $3.95M | $3.81M | -$130,203.99 | -3.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 25,578 | $2.49M | $2.36M | -$132,666.79 | -5.32% |
Dina Fliss Global View Capital Management LLC | 8,596 | $842,321.96 | $792,981 | -$49,340.96 | -5.86% |
NICOLE MARTIN Arlington Trust Co LLC | 30 | $2,916 | $2,776.5 | -$139.5 | -4.78% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 593,914 | $57.53M | $55.04M | -$2.49M | -4.32% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,100 | $101,052.31 | $101,915 | $862.69 | 0.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,454 | $804,927.27 | $783,263.1 | -$21,664.17 | -2.69% |
Mark Weber DecisionMap Wealth Management, LLC | 5,501 | $525,226.12 | $507,467.25 | -$17,758.87 | -3.38% |
Riley Stephenson Stephenson & Company, Inc. | 21,208 | $2.02M | $1.96M | -$54,730.61 | -2.72% |
Angela Kelley HTLF Bank | 82,052 | $7.94M | $7.6M | -$334,144.43 | -4.21% |
Lydia Gallas Harbour Trust & Investment Management Co | 29,285 | $2.79M | $2.7M | -$90,552.04 | -3.24% |
Ann Keitner Quantum Portfolio Management LLC | 16,883 | $1.65M | $1.56M | -$90,463.57 | -5.49% |
United Advisor Group LLC United Advisor Group, LLC | 6,274 | $600,122.18 | $578,776.5 | -$21,345.68 | -3.56% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,673 | $351,724.72 | $338,834.25 | -$12,890.47 | -3.66% |
Keisuke Ichihara Rakuten Securities, Inc. | 135 | $13,167.91 | $12,484.12 | -$683.79 | -5.19% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 318 | $30,921.38 | $29,405.46 | -$1,515.92 | -4.9% |