| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,543 | $890,149.8 | $877,440.74 | -$12,709.06 | -1.43% |
Bradley H. Owens LJI Wealth Management, LLC | 5,633 | $319,898 | $298,774.33 | -$21,123.67 | -6.6% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 65,417 | $3.25M | $3.47M | $219,146.9 | 6.74% |
Norden Group LLC NORDEN GROUP LLC | 52,587 | $2.76M | $2.79M | $32,024.34 | 1.16% |
Christopher C. Powers Farther Finance Advisors, LLC | 110,068 | $5.76M | $5.84M | $77,145.46 | 1.34% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,401 | $249,933 | $233,429.04 | -$16,503.96 | -6.6% |
Kevin Bresler TD Waterhouse Canada Inc. | 190 | $9,495 | $10,077.6 | $582.6 | 6.14% |
Courtney Haddad Concurrent Investment Advisors, LLC | 44,509 | $2.32M | $2.36M | $42,834.13 | 1.85% |
Joseph C. Gissy Tactive Advisors, LLC | 29,734 | $1.61M | $1.58M | -$33,464.41 | -2.08% |
Jeff Ramsey Quotient Wealth Partners, LLC | 8,698 | $432,186 | $461,341.93 | $29,155.93 | 6.75% |
Jon Deven Mouton CAP Partners, LLC | 43,497 | $2.29M | $2.31M | $16,728.21 | 0.73% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 103,394 | $5.61M | $5.48M | -$121,912.4 | -2.17% |
David Novak Novak & Powell Financial Services, Inc. | 5,806 | $314,593.56 | $320,142.84 | $5,549.28 | 1.76% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,656 | $198,061.15 | $202,432.72 | $4,371.57 | 2.21% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,692 | $209,654 | $205,976.68 | -$3,677.32 | -1.75% |
Angela Pompian Sunpointe, LLC | 3,964 | $196,971.34 | $210,250.56 | $13,279.22 | 6.74% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 8,585 | $462,594.74 | $474,235.4 | $11,640.66 | 2.52% |
Ashley Meredith Abel Hall, LLC | 6,000 | $298,140 | $318,240.01 | $20,100.01 | 6.74% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 735,478 | $38.17M | $39.01M | $835,021.85 | 2.19% |
Robert Santos Arrowroot Family Office, LLC | 6,078 | $345,143 | $332,831.28 | -$12,311.72 | -3.57% |