| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 322,771 | $19.02M | $18.83M | -$189,943.34 | -1% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 242,809 | $14.66M | $14.17M | -$489,797.91 | -3.34% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 5,924 | $344,816.17 | $345,132.24 | $316.07 | 0.09% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 63,474 | $3.74M | $3.7M | -$32,954.89 | -0.88% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 9,186 | $549,610.81 | $536,003.1 | -$13,607.71 | -2.48% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 13,526 | $797,763 | $789,242.1 | -$8,520.9 | -1.07% |
| KS Kristi Shields ROGCO, LP | 209,038 | $12.39M | $12.2M | -$195,672.86 | -1.58% |
Daniel Dorval DORVAL Corp | 380,281 | $22.76M | $22.19M | -$567,078.89 | -2.49% |
| AK Alisha Kamadia United Community Bank | 37,028 | $2.21M | $2.16M | -$44,063.32 | -2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 33,004 | $1.97M | $1.93M | -$41,226.79 | -2.1% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 174,607 | $10.48M | $10.19M | -$292,309.3 | -2.79% |
James Rankin Modern Wealth Management, LLC | 1.44M | $85.13M | $84.12M | -$1.01M | -1.19% |
Menachem Striks Morton Capital Management LLC/CA | 10,714 | $642,438.89 | $625,161.9 | -$17,276.99 | -2.69% |
Derek Ripp Austin Wealth Management, LLC | 14,551 | $864,242.96 | $849,050.85 | -$15,192.11 | -1.76% |
Amir Har-El Savvy Advisors, Inc. | 4,366 | $262,086.74 | $254,756.1 | -$7,330.64 | -2.8% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 607,217 | $35.99M | $35.43M | -$563,556.61 | -1.57% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 17,393 | $1.02M | $1.02M | -$4,654.51 | -0.46% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 34,190 | $2.06M | $1.99M | -$62,173.55 | -3.02% |
Mark Heider Peirce Capital Management, LLC | 262,383 | $15.56M | $15.31M | -$251,610.06 | -1.62% |
Kate Ring Stash Investments, LLC | 15,821 | $933,123 | $923,155.35 | -$9,967.65 | -1.07% |