| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victoria Latham Fiduciary Alliance LLC | 25,223 | $1.15M | $1.13M | -$16,899.3 | -1.47% |
Michael Snyder Beaumont Financial Advisors LLC | 5,846 | $266,694.64 | $262,485.4 | -$4,209.24 | -1.58% |
Adam Laibson Mainsail Financial Group LLC | 10,273 | $470,503 | $461,257.7 | -$9,245.3 | -1.96% |
Amy Ardeel Icon Wealth Advisors LLC | 7,951 | $357,894.78 | $356,999.9 | -$894.88 | -0.25% |
Paul L. Moffat Arista Wealth Management LLC | 4,662 | $213,286.28 | $209,323.8 | -$3,962.48 | -1.86% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 25,239 | $1.16M | $1.13M | -$30,181.58 | -2.59% |
Moises Valladares Insigneo Advisory Services LLC | 10,444 | $477,394.9 | $470,919.96 | -$6,474.94 | -1.36% |
Robert Hackenberg Northeast Financial Group Inc. | 67,845 | $3.11M | $3.05M | -$65,176.91 | -2.09% |
Paul B. Ordonio Park Place Capital Corp. | 2,280 | $103,804.95 | $102,805.2 | -$999.75 | -0.96% |
Jill Batley Gateway Wealth Partners LLC | 12,533 | $568,287 | $562,731.7 | -$5,555.3 | -0.98% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 49 | $2,196.09 | $2,200.1 | $4.01 | 0.18% |
| MN Mark Neitzel M1 Capital Management LLC | 12,687 | $578,348.59 | $571,803.09 | -$6,545.5 | -1.13% |
Courtney Holt Compound Planning, Inc. | 7,581 | $345,154.27 | $340,386.9 | -$4,767.37 | -1.38% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,464 | $569,729.31 | $559,633.6 | -$10,095.71 | -1.77% |
Thomas Healy PFW Advisors LLC | 9,268 | $442,516.11 | $416,133.2 | -$26,382.91 | -5.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,604 | $1.48M | $1.46M | -$20,196.97 | -1.36% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 38,892 | $1.78M | $1.75M | -$31,176.05 | -1.75% |
Daniel Dorval DORVAL Corp | 11,141 | $523,523.37 | $500,230.9 | -$23,292.47 | -4.45% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,357 | $380,642.32 | $375,229.3 | -$5,413.02 | -1.42% |
RENEE PILKENTON Exchange Bank | 4,622 | $213,352 | $207,527.8 | -$5,824.2 | -2.73% |