| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 63,303 | $2.61M | $2.53M | -$79,281.9 | -3.04% |
Steven Trigili Garden State Investment Advisory Services LLC | 28,420 | $1.16M | $1.14M | -$26,285.07 | -2.26% |
Jill Batley Gateway Wealth Partners LLC | 9,350 | $375,320.13 | $373,955.12 | -$1,365.01 | -0.36% |
| PIL PFG Investments LLC PFG Investments LLC | 14,767 | $612,033.32 | $592,391.5 | -$19,641.82 | -3.21% |
| JC Jared Calvert Buck Wealth Strategies LLC | 434 | $17,486 | $17,401.23 | -$84.77 | -0.48% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 680 | $27,466 | $27,271.4 | -$194.6 | -0.71% |
Courtney Holt Compound Planning, Inc. | 11,855 | $483,487.33 | $475,447.15 | -$8,040.18 | -1.66% |
Shawn Scholz Impact Partnership Wealth, LLC | 57,494 | $2.36M | $2.3M | -$58,516.23 | -2.48% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 58,697 | $2.43M | $2.35M | -$84,415.15 | -3.47% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,038 | $376,557.24 | $361,836.33 | -$14,720.91 | -3.91% |
Christopher C. Powers Farther Finance Advisors, LLC | 45,816 | $1.87M | $1.83M | -$37,880.33 | -2.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 425,289 | $17.59M | $17.06M | -$526,726.38 | -3% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,764 | $113,703.22 | $110,891.68 | -$2,811.54 | -2.47% |
Courtney Haddad Concurrent Investment Advisors, LLC | 36,393 | $1.5M | $1.46M | -$39,825.46 | -2.66% |
Joseph C. Gissy Tactive Advisors, LLC | 22,769 | $945,316.89 | $912,695.36 | -$32,621.53 | -3.45% |
David Vollmer PFS Partners, LLC | 874 | $39,881 | $34,990.59 | -$4,890.41 | -12.26% |
Amir Har-El Savvy Advisors, Inc. | 7,497 | $302,058 | $300,704.67 | -$1,353.33 | -0.45% |
Ann Keitner Quantum Portfolio Management LLC | 14,536 | $596,965.4 | $581,512.68 | -$15,452.72 | -2.59% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 7,324 | $298,264.32 | $293,802.26 | -$4,462.06 | -1.5% |
Keisuke Ichihara Rakuten Securities, Inc. | 783 | $31,429.63 | $31,343.49 | -$86.14 | -0.27% |