| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Certus Wealth Management LLC Certus Wealth Management, LLC | 4,743 | $506,491.16 | $501,050.52 | -$5,440.64 | -1.07% |
Lars Phillips RAM Investment Partners, LLC | 5,732 | $615,817.21 | $605,528.48 | -$10,288.73 | -1.67% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 25,925 | $2.8M | $2.74M | -$57,012.69 | -2.04% |
Thomas Dobbins New Republic Capital, LLC | 739 | $79,091.71 | $77,757.58 | -$1,334.13 | -1.69% |
John Hayes LongView Wealth Management | 10,307 | $1.11M | $1.09M | -$18,531.38 | -1.67% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 4,985 | $541,520.28 | $526,615.4 | -$14,904.88 | -2.75% |
John M Roach Waterway Wealth Management, LLC | 155,846 | $16.6M | $16.46M | -$132,452.24 | -0.8% |
Alicia Fuschak Avid Wealth Partners LLC | 41,467 | $4.41M | $4.38M | -$25,895 | -0.59% |
Christopher C. Powers Farther Finance Advisors, LLC | 618,645 | $66.15M | $65.35M | -$796,155.45 | -1.2% |
Peter David N Soliman Second Line Capital, LLC | 2,277 | $243,891.04 | $241,316.46 | -$2,574.58 | -1.06% |
Anthony Moeller MN Wealth Advisors, LLC | 2,514 | $270,565 | $265,578.96 | -$4,986.04 | -1.84% |
Adam M Corrie CAPSTONE CAPITAL LLC | 3,595 | $389,734.01 | $379,775.8 | -$9,958.21 | -2.56% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 6,740 | $720,409.56 | $712,013.6 | -$8,395.96 | -1.17% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 16,122 | $1.73M | $1.7M | -$23,646.6 | -1.37% |
Kevin Orr Centennial Bank/AR/ | 28,849 | $3.08M | $3.06M | -$27,862.89 | -0.9% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 297,276 | $31.81M | $31.49M | -$316,759.74 | -1% |
Jesse Steele Etesian Wealth Advisors, Inc. | 6,478 | $684,060.69 | $684,335.92 | $275.23 | 0.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.24M | $132.51M | $131.31M | -$1.2M | -0.9% |
| KS Kristi Shields ROGCO, LP | 11,167 | $1.16M | $1.18M | $14,789.1 | 1.27% |
Daniel Dorval DORVAL Corp | 23,172 | $2.49M | $2.45M | -$42,407.42 | -1.7% |