| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 114,811 | $2.66M | $2.6M | -$51,703.53 | -1.95% |
Kevin Orr Centennial Bank/AR/ | 1,800 | $41,566.06 | $40,910.76 | -$655.3 | -1.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.56M | $35.11M | $35.27M | $162,486.95 | 0.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 74,495 | $1.74M | $1.69M | -$46,675.42 | -2.69% |
Amir Har-El Savvy Advisors, Inc. | 25,496 | $584,601.41 | $578,147.3 | -$6,454.11 | -1.1% |
Cindi Hill Keener Financial Planning LLC | 21,246 | $490,233.66 | $481,774.3 | -$8,459.36 | -1.73% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,788 | $228,793.08 | $222,463.62 | -$6,329.46 | -2.77% |
Anthony Blagrove Traveka Wealth, LLC | 29,071 | $679,633.36 | $659,214 | -$20,419.36 | -3% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,839 | $89,278.37 | $87,053.16 | -$2,225.21 | -2.49% |
Dustin Schick Evergreen Private Wealth LLC | 25,095 | $582,684.65 | $569,054.22 | -$13,630.43 | -2.34% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 38 | $880 | $861.65 | -$18.35 | -2.09% |
Chandler te Velde Maia Wealth LLC | 15,317 | $355,273.59 | $347,328.29 | -$7,945.3 | -2.24% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 26,749 | $614,518.63 | $606,560.32 | -$7,958.31 | -1.3% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 39,492 | $925,577.28 | $895,520.59 | -$30,056.69 | -3.25% |
Alan Gilmore Private Wealth Management Group, LLC | 55,901 | $1.3M | $1.27M | -$29,439.66 | -2.27% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,693 | $226,667.46 | $219,788.77 | -$6,878.69 | -3.03% |
Ian Jameson American Capital Advisory, LLC | 3,013 | $69,716.9 | $68,322.79 | -$1,394.11 | -2% |
Mark Weiskind Fairway Wealth LLC | 6,369 | $149,989.24 | $144,423.44 | -$5,565.8 | -3.71% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 17,517 | $408,836.19 | $397,215.49 | -$11,620.7 | -2.84% |
Janice M. Powell Diversify Advisory Services, LLC | 40,473 | $919,950 | $919,878.44 | -$71.56 | -0.01% |