| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 13.05M | $547.73M | $535.77M | -$11.96M | -2.18% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 337,554 | $14.04M | $13.9M | -$142,240.79 | -1.01% |
Shawn Scholz Impact Partnership Wealth, LLC | 63,836 | $2.73M | $2.62M | -$111,961.56 | -4.1% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 5,050 | $214,171 | $208,060 | -$6,111 | -2.85% |
Andrew Halac Talon Private Wealth, LLC | 7,875 | $335,531.42 | $324,135 | -$11,396.42 | -3.4% |
Norden Group LLC NORDEN GROUP LLC | 27,411 | $1.18M | $1.13M | -$50,991.15 | -4.33% |
Christopher C. Powers Farther Finance Advisors, LLC | 67,061 | $2.85M | $2.75M | -$97,558.84 | -3.42% |
Dina Fliss Global View Capital Management LLC | 9,782 | $419,256.28 | $402,676.03 | -$16,580.25 | -3.95% |
Jesse Steele Etesian Wealth Advisors, Inc. | 66,105 | $2.77M | $2.72M | -$43,665.81 | -1.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 35,437 | $1.53M | $1.46M | -$70,125.48 | -4.58% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 122 | $5,006.7 | $5,022.13 | $15.43 | 0.31% |
Brian Glenn Premier Path Wealth Partners, LLC | 8,169 | $345,668.6 | $335,582.52 | -$10,086.08 | -2.92% |
Courtney Haddad Concurrent Investment Advisors, LLC | 43,235 | $1.84M | $1.78M | -$62,213.48 | -3.38% |
James Rankin Modern Wealth Management, LLC | 14,903 | $632,006 | $613,763.66 | -$18,242.34 | -2.89% |
Amir Har-El Savvy Advisors, Inc. | 54,010 | $2.29M | $2.22M | -$61,030.08 | -2.67% |
United Advisor Group LLC United Advisor Group, LLC | 5,863 | $253,356.42 | $240,705.46 | -$12,650.96 | -4.99% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 19,721 | $840,768.09 | $810,434.49 | -$30,333.6 | -3.61% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 182,476 | $7.85M | $7.5M | -$356,158.67 | -4.53% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,234 | $52,211 | $50,748.25 | -$1,462.75 | -2.8% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 229,252 | $9.74M | $9.41M | -$332,315.97 | -3.41% |