| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Halac Talon Private Wealth, LLC | 5,577 | $282,388 | $282,040.04 | -$347.96 | -0.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 399,043 | $20.14M | $20.19M | $43,665.17 | 0.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,432 | $933,137.89 | $932,253.7 | -$884.19 | -0.09% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,069 | $255,875.28 | $256,364.67 | $489.39 | 0.19% |
Joseph C. Gissy Tactive Advisors, LLC | 9,434 | $477,079.76 | $477,124.55 | $44.79 | 0.01% |
David Vollmer PFS Partners, LLC | 86,296 | $4.36M | $4.36M | $1,244.65 | 0.03% |
Amir Har-El Savvy Advisors, Inc. | 7,219 | $364,273.92 | $365,100.92 | $827 | 0.23% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 198,104 | $10.04M | $10.02M | -$18,219.37 | -0.18% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 24 | $1,237 | $1,213.8 | -$23.2 | -1.88% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 85,652 | $4.34M | $4.33M | -$7,226.02 | -0.17% |
Kate Ring Stash Investments, LLC | 906,988 | $45.83M | $45.87M | $39,119.27 | 0.09% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 9,537 | $482,624.71 | $482,333.77 | -$290.94 | -0.06% |
Cody Gehman Stonebridge Financial Group, LLC | 144,911 | $7.32M | $7.33M | $13,665.81 | 0.19% |
Joshua Stipcich Tidemark, LLC | 11,589 | $585,090.13 | $586,056.89 | $966.76 | 0.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 626 | $31,588 | $31,656.88 | $68.88 | 0.22% |
Christy Clarin Portfolio Design Labs, LLC | 339,302 | $17.16M | $17.16M | -$3,279.35 | -0.02% |
Christian J. Cyr Cyr Financial Inc. | 4,380 | $221,561.31 | $221,497.04 | -$64.27 | -0.03% |
Scott Noble Boomfish Wealth Group, LLC | 6,180 | $313,017 | $312,523.22 | -$493.78 | -0.16% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 31,778 | $1.61M | $1.61M | -$295.6 | -0.02% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,478 | $277,429.91 | $277,022.46 | -$407.45 | -0.15% |