| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ian Laterreur Ergawealth Advisors Inc. | 2,671 | $221,563.19 | $218,808.32 | -$2,754.87 | -1.24% |
| PIL PFG Investments LLC PFG Investments LLC | 19,134 | $1.57M | $1.57M | $353.78 | 0.02% |
Brian Glas Noble Family Wealth, LLC | 31,437 | $2.58M | $2.58M | -$7,015.51 | -0.27% |
Gregory Bosch Strategies Wealth Advisors, LLC | 27,306 | $2.25M | $2.24M | -$15,554.62 | -0.69% |
Alexandra Stickelman Root Financial Partners, LLC | 11,103 | $911,921.44 | $910,446 | -$1,475.44 | -0.16% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 12,058 | $995,129.39 | $988,756 | -$6,373.39 | -0.64% |
Staci Compagno Portside Wealth Group, LLC | 5,166 | $425,627.88 | $423,612 | -$2,015.88 | -0.47% |
Courtney Holt Compound Planning, Inc. | 44,998 | $3.7M | $3.69M | -$7,973.13 | -0.22% |
Nemes Rush Group LLC Nemes Rush Group LLC | 15 | $1,244 | $1,230 | -$14 | -1.13% |
Shawn Scholz Impact Partnership Wealth, LLC | 7,182 | $589,527.12 | $588,924 | -$603.12 | -0.1% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 5,784 | $469,052.17 | $474,288 | $5,235.83 | 1.12% |
| MWS MFA Wealth Services MFA Wealth Services | 52,765 | $4.33M | $4.33M | -$3,386.23 | -0.08% |
Thomas Dobbins New Republic Capital, LLC | 546 | $45,270.92 | $44,711.94 | -$558.98 | -1.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 468,870 | $38.72M | $38.45M | -$276,233.89 | -0.71% |
Peter David N Soliman Second Line Capital, LLC | 2,647 | $219,224.61 | $216,842.24 | -$2,382.37 | -1.09% |
Dina Fliss Global View Capital Management LLC | 3,353 | $277,827.36 | $274,946 | -$2,881.36 | -1.04% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 52,891 | $4.33M | $4.33M | $3,447.43 | 0.08% |
Jesse Steele Etesian Wealth Advisors, Inc. | 3,132 | $259,160.19 | $256,824 | -$2,336.19 | -0.9% |
NICOLE MARTIN Arlington Trust Co LLC | 110 | $9,110 | $9,020 | -$90 | -0.99% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 254,998 | $20.96M | $20.91M | -$52,429.33 | -0.25% |