| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 20,897 | $570,147.96 | $524,096.76 | -$46,051.2 | -8.08% |
Shawn Scholz Impact Partnership Wealth, LLC | 229,442 | $6.11M | $5.75M | -$357,531.39 | -5.85% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 121,903 | $3.22M | $3.06M | -$158,261.33 | -4.92% |
Alisha Arvold Christopher J. Hasenberg, Inc | 26,377 | $701,101 | $661,535.16 | -$39,565.84 | -5.64% |
Norden Group LLC NORDEN GROUP LLC | 24,222 | $654,796.43 | $607,487.76 | -$47,308.67 | -7.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 4.18M | $110.85M | $104.76M | -$6.08M | -5.49% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.87M | $49.64M | $46.91M | -$2.73M | -5.5% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,414 | $122,269.5 | $110,703.12 | -$11,566.38 | -9.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 51,938 | $1.4M | $1.3M | -$93,302.83 | -6.68% |
Amir Har-El Savvy Advisors, Inc. | 12,363 | $326,913 | $310,064.04 | -$16,848.96 | -5.15% |
United Advisor Group LLC United Advisor Group, LLC | 29,856 | $794,458.64 | $748,788.48 | -$45,670.16 | -5.75% |
Jon Deven Mouton CAP Partners, LLC | 35,641 | $984,076.57 | $893,876.28 | -$90,200.29 | -9.17% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 194,424 | $5.29M | $4.88M | -$412,136.54 | -7.79% |
Cody Gehman Stonebridge Financial Group, LLC | 10,767 | $283,136.28 | $270,036.36 | -$13,099.92 | -4.63% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $29.07 | $25.09 | -$3.98 | -13.69% |
Joshua Stipcich Tidemark, LLC | 1,853 | $48,530.04 | $46,769.72 | -$1,760.32 | -3.63% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 444 | $11,725.96 | $11,135.52 | -$590.44 | -5.04% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 6,700 | $177,490.21 | $168,103 | -$9,387.21 | -5.29% |
Chandler te Velde Maia Wealth LLC | 12,244 | $344,815.63 | $307,079.52 | -$37,736.11 | -10.94% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 115,255 | $3.05M | $2.89M | -$160,007.48 | -5.25% |