| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Boyce Decker Retirement Planning Inc. | 172,963 | $4.61M | $4.51M | -$92,849.69 | -2.02% |
Kris Kapoor Bakala Capital LLC | 39,247 | $1.03M | $1.02M | -$11,988.94 | -1.16% |
Courtney Holt Compound Planning, Inc. | 35,567 | $933,544.66 | $927,943.03 | -$5,601.63 | -0.6% |
Katherine Stoner Empower Advisory Group, LLC | 56.68M | $1.5B | $1.47B | -$30.32M | -2.02% |
| DT Derek Tinnin Altiora Financial Group, LLC | 435,988 | $11.36M | $11.32M | -$48,376.93 | -0.43% |
| MRC Martin R. Curiel MYECFO, LLC | 24,668 | $645,808.32 | $640,257.94 | -$5,550.38 | -0.86% |
Nancy Smetek Arcataur Capital Management LLC | 80,942 | $2.12M | $2.11M | -$9,708.85 | -0.46% |
John Hayes LongView Wealth Management | 30,204 | $784,020.53 | $788,022.36 | $4,001.83 | 0.51% |
Andrew Halac Talon Private Wealth, LLC | 8 | $212.88 | $208.72 | -$4.16 | -1.95% |
Christopher C. Powers Farther Finance Advisors, LLC | 374,596 | $9.94M | $9.77M | -$166,850.78 | -1.68% |
Mathieu Cornu Pictet Asset Management Holding SA | 1.27M | $33.74M | $33.06M | -$680,099.62 | -2.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 24,557 | $661,811.21 | $640,692.13 | -$21,119.08 | -3.19% |
Matthew J. Syverson Sound Stewardship, LLC | 9,245 | $248,473.11 | $241,202.05 | -$7,271.06 | -2.93% |
| KS Kristi Shields ROGCO, LP | 496 | $13,144 | $12,940.64 | -$203.36 | -1.55% |
Kevin Bresler TD Waterhouse Canada Inc. | 380 | $9,967 | $9,914.2 | -$52.8 | -0.53% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,869 | $450,065.27 | $440,112.21 | -$9,953.06 | -2.21% |
David Vollmer PFS Partners, LLC | 384 | $10,349 | $10,018.56 | -$330.44 | -3.19% |
Derek Ripp Austin Wealth Management, LLC | 60,984 | $1.62M | $1.59M | -$27,945.04 | -1.73% |
Amir Har-El Savvy Advisors, Inc. | 117,355 | $3.11M | $3.06M | -$45,630.6 | -1.47% |
United Advisor Group LLC United Advisor Group, LLC | 78,609 | $2.08M | $2.05M | -$33,444.01 | -1.6% |