| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 113,305 | $6.25M | $5.83M | -$426,595.43 | -6.82% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 5 | $271 | $252.05 | -$18.95 | -6.99% |
Scott Boyce Decker Retirement Planning Inc. | 2,684 | $149,021.68 | $136,078.8 | -$12,942.88 | -8.69% |
Katherine Stoner Empower Advisory Group, LLC | 16.92M | $997.3M | $857.85M | -$139.45M | -13.98% |
John Shanley Aspect Partners, LLC | 10,883 | $607,448.78 | $561,726.04 | -$45,722.74 | -7.53% |
Andrew Halac Talon Private Wealth, LLC | 19,639 | $1.12M | $990,001.99 | -$132,089.31 | -11.77% |
Christopher C. Powers Farther Finance Advisors, LLC | 70,863 | $3.85M | $3.57M | -$284,456.59 | -7.38% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 14,872 | $820,637 | $763,602.84 | -$57,034.16 | -6.95% |
Kevin Bresler TD Waterhouse Canada Inc. | 339 | $18,910.97 | $17,411.04 | -$1,499.93 | -7.93% |
| AK Alisha Kamadia United Community Bank | 408 | $22,585 | $20,685.6 | -$1,899.4 | -8.41% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 10,545 | $591,720.33 | $534,631.5 | -$57,088.83 | -9.65% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,938 | $217,285 | $198,514.58 | -$18,770.42 | -8.64% |
Amir Har-El Savvy Advisors, Inc. | 30,893 | $1.72M | $1.59M | -$134,593.05 | -7.81% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 144,915 | $8.39M | $7.44M | -$948,910.21 | -11.3% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 17,976 | $996,378.07 | $911,383.2 | -$84,994.87 | -8.53% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 73,576 | $4.31M | $3.78M | -$527,147.45 | -12.24% |
Keisuke Ichihara Rakuten Securities, Inc. | 546 | $30,466.83 | $28,058.39 | -$2,408.44 | -7.91% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 71 | $3,930 | $3,647.98 | -$282.02 | -7.18% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 82,567 | $5.01M | $4.24M | -$772,104.38 | -15.4% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 9,187 | $513,904.15 | $472,245.79 | -$41,658.36 | -8.11% |