| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 75,311 | $1.99M | $1.93M | -$65,897.17 | -3.31% |
Norden Group LLC NORDEN GROUP LLC | 22,395 | $606,874.23 | $572,752.12 | -$34,122.11 | -5.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 3.39M | $90.28M | $87.27M | -$3M | -3.33% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.72M | $45.73M | $44.07M | -$1.66M | -3.63% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,414 | $122,269.5 | $112,998.4 | -$9,271.1 | -7.58% |
Courtney Haddad Concurrent Investment Advisors, LLC | 51,938 | $1.4M | $1.33M | -$66,035.38 | -4.73% |
Amir Har-El Savvy Advisors, Inc. | 12,363 | $326,913 | $316,430.98 | -$10,482.02 | -3.21% |
United Advisor Group LLC United Advisor Group, LLC | 26,916 | $717,343.41 | $689,184.18 | -$28,159.23 | -3.93% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 31,284 | $826,179.35 | $801,026.82 | -$25,152.53 | -3.04% |
Jon Deven Mouton CAP Partners, LLC | 39,180 | $1.09M | $1M | -$83,572.45 | -7.69% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 192,380 | $5.23M | $4.93M | -$308,786.43 | -5.9% |
Cody Gehman Stonebridge Financial Group, LLC | 10,767 | $283,136.28 | $275,581.36 | -$7,554.92 | -2.67% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $29.07 | $25.6 | -$3.47 | -11.94% |
Joshua Stipcich Tidemark, LLC | 2,284 | $59,817.93 | $58,481.82 | -$1,336.11 | -2.23% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 331 | $8,762 | $8,475.25 | -$286.75 | -3.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,700 | $177,490.21 | $171,654 | -$5,836.21 | -3.29% |
Chandler te Velde Maia Wealth LLC | 13,340 | $376,622.52 | $341,570.7 | -$35,051.82 | -9.31% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 115,255 | $3.05M | $2.95M | -$98,680.29 | -3.23% |
Angela Mari Abich Financial Wealth Management LLC | 14,633 | $396,091.74 | $374,824.29 | -$21,267.45 | -5.37% |
| FTM F. Thomas Mosley Mosley Wealth Management | 126 | $3,396 | $3,228.12 | -$167.88 | -4.94% |