| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 19,576 | $1.14M | $1.14M | -$6,394.11 | -0.56% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 15,893 | $934,240.06 | $923,383.27 | -$10,856.79 | -1.16% |
| KS Kristi Shields ROGCO, LP | 294,478 | $17.09M | $17.11M | $22,793.63 | 0.13% |
Kevin Bresler TD Waterhouse Canada Inc. | 130,690 | $7.67M | $7.59M | -$73,369.6 | -0.96% |
| AK Alisha Kamadia United Community Bank | 20,775 | $1.22M | $1.21M | -$9,475.6 | -0.78% |
Courtney Haddad Concurrent Investment Advisors, LLC | 226,604 | $13.32M | $13.17M | -$154,632 | -1.16% |
James Rankin Modern Wealth Management, LLC | 35,512 | $2.07M | $2.06M | -$2,131.32 | -0.1% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 5,744 | $337,194.27 | $333,726.39 | -$3,467.88 | -1.03% |
Amir Har-El Savvy Advisors, Inc. | 62,636 | $3.67M | $3.64M | -$34,932.53 | -0.95% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 14,905 | $875,370.05 | $865,980.47 | -$9,389.58 | -1.07% |
United Advisor Group LLC United Advisor Group, LLC | 5,022 | $292,304 | $291,778.19 | -$525.81 | -0.18% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 11,681 | $682,713.27 | $678,666.08 | -$4,047.19 | -0.59% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 25,184 | $1.47M | $1.46M | -$1,965.53 | -0.13% |
Setu Mazumdar Physician Wealth Solutions Inc. | 9,594 | $560,222.37 | $557,411.38 | -$2,810.99 | -0.5% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 14,365 | $835,774.06 | $834,606.47 | -$1,167.59 | -0.14% |
Kent Keister Bear Mountain Capital, Inc. | 396,374 | $23.21M | $23.03M | -$181,961.89 | -0.78% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $58.73 | $58.08 | -$0.65 | -1.11% |
Rob Dainard Hara Capital LLC | 65,512 | $3.85M | $3.8M | -$48,281.47 | -1.25% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 21,958 | $1.29M | $1.28M | -$11,004.5 | -0.86% |
JORDAN GREEN Valley Financial Group, Inc. | 56,358 | $3.29M | $3.28M | -$10,692.34 | -0.33% |