| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 46,538 | $1.23M | $1.22M | -$10,325.51 | -0.84% |
Courtney Holt Compound Planning, Inc. | 14,486 | $383,453.05 | $378,808.9 | -$4,644.15 | -1.21% |
Shawn Scholz Impact Partnership Wealth, LLC | 83,593 | $2.22M | $2.19M | -$35,707.38 | -1.61% |
Chad Tobin Slagle Financial, LLC | 124,463 | $3.3M | $3.25M | -$43,016.06 | -1.3% |
John M Roach Waterway Wealth Management, LLC | 1.71M | $44.32M | $44.78M | $462,252.63 | 1.04% |
Timothy Monaco Dechtman Wealth Management, LLC | 1.04M | $27.21M | $27.28M | $70,059.6 | 0.26% |
Denise Reinert CGC Financial Services, LLC | 67,768 | $1.78M | $1.77M | -$5,019.61 | -0.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 477,515 | $12.74M | $12.49M | -$253,081.23 | -1.99% |
Mitch S Zides Constant Guidance Financial LLC | 16,855 | $452,388.2 | $441,095.35 | -$11,292.85 | -2.5% |
Jon Greer GSG Advisors LLC | 137,915 | $3.63M | $3.61M | -$16,370.24 | -0.45% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 186,106 | $4.98M | $4.87M | -$113,438.15 | -2.28% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 101,249 | $2.65M | $2.65M | -$5,063.61 | -0.19% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 11,956 | $318,987 | $313,306.98 | -$5,680.02 | -1.78% |
MICHAEL DE LUZ Williams & Novak, LLC | 222,949 | $5.86M | $5.83M | -$25,956 | -0.44% |
Kevin Bresler TD Waterhouse Canada Inc. | 49,029 | $1.3M | $1.28M | -$13,912.51 | -1.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 163,872 | $4.37M | $4.29M | -$83,969.81 | -1.92% |
James Rankin Modern Wealth Management, LLC | 2.78M | $73.73M | $72.87M | -$861,244.8 | -1.17% |
Amir Har-El Savvy Advisors, Inc. | 90,514 | $2.38M | $2.37M | -$12,721.88 | -0.53% |
United Advisor Group LLC United Advisor Group, LLC | 12,967 | $345,355.98 | $339,087.05 | -$6,268.93 | -1.82% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 83,884 | $2.22M | $2.19M | -$26,429.07 | -1.19% |