| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 269 | $7,804 | $7,720.3 | -$83.7 | -1.07% |
Nemes Rush Group LLC Nemes Rush Group LLC | 12,270 | $357,702.12 | $352,087.65 | -$5,614.47 | -1.57% |
Shawn Scholz Impact Partnership Wealth, LLC | 663,501 | $19.42M | $19.04M | -$381,677.06 | -1.97% |
| DT Derek Tinnin Altiora Financial Group, LLC | 36,813 | $1.07M | $1.06M | -$9,817.62 | -0.92% |
Elliot Kallen Prosperity Wealth Management, Inc. | 32,173 | $937,067.98 | $923,847.69 | -$13,220.29 | -1.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 372,109 | $10.78M | $10.66M | -$118,411.85 | -1.1% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 238,773 | $6.98M | $6.85M | -$127,866 | -1.83% |
Kevin Bresler TD Waterhouse Canada Inc. | 6,181 | $178,631 | $177,518.32 | -$1,112.68 | -0.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 674,211 | $19.72M | $19.36M | -$354,221.8 | -1.8% |
James Rankin Modern Wealth Management, LLC | 616,249 | $18.01M | $17.68M | -$328,006.07 | -1.82% |
Joseph C. Gissy Tactive Advisors, LLC | 67,205 | $1.97M | $1.93M | -$37,828.66 | -1.92% |
Derek Ripp Austin Wealth Management, LLC | 36,947 | $1.07M | $1.06M | -$10,990.19 | -1.03% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 66,455 | $1.93M | $1.91M | -$23,006.45 | -1.19% |
One Degree Advisors Inc. One Degree Advisors Inc | 12,900 | $378,457.68 | $370,165.5 | -$8,292.18 | -2.19% |
Mark Fonville Fonville Wealth Management LLC | 561,459 | $16.39M | $16.13M | -$258,334.11 | -1.58% |
| MG Melissa Glennie Capital Management Associates, Inc | 26,880 | $787,721.85 | $772,128 | -$15,593.85 | -1.98% |
Joshua Stipcich Tidemark, LLC | 52,351 | $1.52M | $1.5M | -$19,876.14 | -1.31% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 751 | $21,836.32 | $21,523.66 | -$312.66 | -1.43% |
Chandler te Velde Maia Wealth LLC | 31,530 | $918,610.91 | $904,753.35 | -$13,857.56 | -1.51% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 574 | $16,595.48 | $16,473.74 | -$121.74 | -0.73% |