| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 20,745 | $2.12M | $2.04M | -$87,075.36 | -4.1% |
NICOLE MARTIN Arlington Trust Co LLC | 1,134 | $115,294.27 | $111,381.48 | -$3,912.79 | -3.39% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3.01M | $306.33M | $295.73M | -$10.6M | -3.46% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 559 | $56,833.87 | $54,949.7 | -$1,884.17 | -3.32% |
Brian Glenn Premier Path Wealth Partners, LLC | 51,771 | $5.31M | $5.09M | -$224,091.34 | -4.22% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 3,349 | $343,779.93 | $328,938.78 | -$14,841.15 | -4.32% |
Courtney Haddad Concurrent Investment Advisors, LLC | 106,967 | $10.88M | $10.51M | -$363,780.78 | -3.34% |
Charles Corkery PUREfi Wealth, LLC | 4,862 | $495,354.03 | $477,545.64 | -$17,808.39 | -3.6% |
Mark Weber DecisionMap Wealth Management, LLC | 9,760 | $992,097.64 | $958,627.2 | -$33,470.44 | -3.37% |
James Rankin Modern Wealth Management, LLC | 229,825 | $23.4M | $22.59M | -$809,034.62 | -3.46% |
Scott L. Comeau BCU Wealth Advisors, LLC | 16,338 | $1.66M | $1.61M | -$51,316.78 | -3.08% |
Amir Har-El Savvy Advisors, Inc. | 202,570 | $20.71M | $19.91M | -$797,468.94 | -3.85% |
Owen McCabe Tyche Wealth Partners LLC | 3,643 | $370,381.5 | $358,106.9 | -$12,274.6 | -3.31% |
Jeff Ramsey Quotient Wealth Partners, LLC | 667,619 | $67.85M | $65.63M | -$2.22M | -3.28% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 41,813 | $4.24M | $4.11M | -$126,963.56 | -3% |
Brad Sayre Shared Vision Wealth Group LLC | 55,502 | $5.77M | $5.45M | -$311,707.83 | -5.41% |
Anthony Blagrove Traveka Wealth, LLC | 16,506 | $1.68M | $1.62M | -$55,324.08 | -3.3% |
Joshua Stipcich Tidemark, LLC | 920 | $94,751.76 | $90,454.31 | -$4,297.45 | -4.54% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 4,668 | $478,727.46 | $458,957.29 | -$19,770.17 | -4.13% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 13 | $1,322 | $1,278.16 | -$43.84 | -3.32% |