| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Russell Naviter Wealth LLC | 2,070 | $204,888.6 | $197,167.5 | -$7,721.1 | -3.77% |
| RR rosemary richard WCG Wealth Advisors LLC | 90,811 | $9.06M | $8.66M | -$400,043.62 | -4.42% |
| YA Yinka Akinsola Blue Trust Inc. | 2.42M | $244.43M | $229.39M | -$15.04M | -6.15% |
Jeff Ameen Spire Wealth Management | 307,520 | $33.77M | $29.34M | -$4.43M | -13.12% |
Drew Waldron Canvas Wealth Advisors LLC | 58,191 | $5.82M | $5.55M | -$267,586.17 | -4.6% |
Daren Blonski Fermata Advisors LLC | 11,661 | $1.17M | $1.11M | -$57,501.17 | -4.92% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 387,622 | $41.73M | $36.92M | -$4.81M | -11.52% |
| TJD Timothy J. Dolan GP Brinson Investments LLC | 280,650 | $27.39M | $26.75M | -$638,742.85 | -2.33% |
Donna Rittershausen Koss-Olinger Consulting LLC | 899,732 | $88.86M | $85.87M | -$2.99M | -3.36% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 9,564 | $927,486.11 | $912,453.42 | -$15,032.69 | -1.62% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 302 | $33,770.56 | $28,844.02 | -$4,926.54 | -14.59% |
Kyle P. Smith NewEdge Wealth LLC | 326,649 | $32.63M | $31.18M | -$1.46M | -4.46% |
John Ledford FWG Holdings LLC | 4,310 | $428,095.14 | $411,152.45 | -$16,942.69 | -3.96% |
Mack, Connie Clarity Financial LLC | 18,151 | $1.79M | $1.73M | -$57,068.31 | -3.19% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 2,243 | $222,012 | $213,964.26 | -$8,047.74 | -3.62% |
Jessica Clark Caerus Investment Advisors LLC | 3,047 | $302,322.86 | $290,318.16 | -$12,004.7 | -3.97% |
Carrie Delgott Wescott Financial Advisory Group LLC | 120,222 | $11.72M | $11.48M | -$235,142.5 | -2.01% |
Matt Hunter Heartland Bank & Trust Co. | 4,655 | $462,101.85 | $444,622.32 | -$17,479.53 | -3.78% |
Shad Lamm Keystone Wealth Services LLC | 2,131 | $210,926.38 | $203,041.68 | -$7,884.7 | -3.74% |
Alexandria Fry Dentgroup LLC | 6,695 | $664,381.3 | $638,769.95 | -$25,611.35 | -3.85% |