| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 11,632 | $317,046.46 | $283,413.68 | -$33,632.78 | -10.61% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 66,965 | $2M | $1.64M | -$358,411.95 | -17.96% |
| JC Jared Calvert Buck Wealth Strategies LLC | 2,368 | $62,109 | $57,933.12 | -$4,175.88 | -6.72% |
Gregory Bosch Strategies Wealth Advisors, LLC | 111,311 | $2.92M | $2.73M | -$192,891.9 | -6.6% |
Jorge Paganin Abacus Wealth Partners, LLC | 18,950 | $503,691 | $461,716.75 | -$41,974.25 | -8.33% |
Staci Compagno Portside Wealth Group, LLC | 198,701 | $5.5M | $4.85M | -$647,980.95 | -11.79% |
Courtney Holt Compound Planning, Inc. | 20,335 | $545,966.08 | $497,495.77 | -$48,470.31 | -8.88% |
Shawn Scholz Impact Partnership Wealth, LLC | 229,442 | $6.11M | $5.59M | -$518,140.79 | -8.48% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 121,903 | $3.22M | $2.98M | -$234,450.71 | -7.29% |
Alisha Arvold Christopher J. Hasenberg, Inc | 26,377 | $701,101 | $645,840.84 | -$55,260.16 | -7.88% |
Norden Group LLC NORDEN GROUP LLC | 24,222 | $654,796.43 | $591,016.8 | -$63,779.63 | -9.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 4.85M | $126.82M | $116.91M | -$9.91M | -7.82% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.87M | $49.64M | $45.7M | -$3.95M | -7.95% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,414 | $122,269.5 | $107,922.3 | -$14,347.2 | -11.73% |
Courtney Haddad Concurrent Investment Advisors, LLC | 56,789 | $1.52M | $1.39M | -$134,658.08 | -8.84% |
Amir Har-El Savvy Advisors, Inc. | 41,156 | $1.08M | $1.01M | -$75,057.76 | -6.94% |
United Advisor Group LLC United Advisor Group, LLC | 29,856 | $794,458.64 | $728,934.24 | -$65,524.4 | -8.25% |
Jon Deven Mouton CAP Partners, LLC | 35,641 | $984,076.57 | $872,306.35 | -$111,770.22 | -11.36% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 194,424 | $5.29M | $4.75M | -$541,428.5 | -10.24% |
Cody Gehman Stonebridge Financial Group, LLC | 13,129 | $339,470.04 | $320,019.37 | -$19,450.67 | -5.73% |