| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 231,276 | $11.48M | $11.26M | -$210,963.68 | -1.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 125,279 | $5.97M | $6.11M | $141,603.75 | 2.37% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 14,534 | $707,752.71 | $708,532.5 | $779.79 | 0.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 1.32M | $64.68M | $64.12M | -$555,553.3 | -0.86% |
James Rankin Modern Wealth Management, LLC | 23,016 | $1.15M | $1.12M | -$23,590.92 | -2.06% |
David Vollmer PFS Partners, LLC | 236,514 | $11.72M | $11.54M | -$185,948.44 | -1.59% |
Amir Har-El Savvy Advisors, Inc. | 19,507 | $971,683.5 | $951,356.39 | -$20,327.11 | -2.09% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,757 | $229,931.06 | $231,927.53 | $1,996.47 | 0.87% |
PETER KRUSSEL Southland Equity Partners LLC | 20,143 | $994,952.05 | $981,568.39 | -$13,383.66 | -1.35% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 46,660 | $2.28M | $2.28M | -$1,679.95 | -0.07% |
Joshua Stipcich Tidemark, LLC | 4,957 | $240,510.93 | $241,653.75 | $1,142.82 | 0.48% |
Emily Priebe Priebe Wealth Holdings LLC | 19,500 | $959,600 | $950,625 | -$8,975 | -0.94% |
JORDAN GREEN Valley Financial Group, Inc. | 12,851 | $623,489.78 | $626,679.01 | $3,189.23 | 0.51% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,702 | $284,601.43 | $277,715.91 | -$6,885.52 | -2.42% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 45,392 | $2.26M | $2.21M | -$45,841.16 | -2.03% |
Chandler te Velde Maia Wealth LLC | 36,120 | $1.76M | $1.76M | -$1,391.2 | -0.08% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,306 | $261,648.49 | $258,853.21 | -$2,795.28 | -1.07% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,156 | $56,671.5 | $56,389.68 | -$281.82 | -0.5% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 13,002 | $648,010.02 | $634,107.54 | -$13,902.48 | -2.15% |
Todd A. Rustman Clarity Capital Partners LLC | 4,228 | $207,858.25 | $206,072.72 | -$1,785.53 | -0.86% |