| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Swenson ARS Wealth Advisors Group LLC | 2,231 | $224,827.72 | $212,792.78 | -$12,034.94 | -5.35% |
| WB William Bromley Innova Wealth Partners | 66,593 | $6.58M | $6.36M | -$225,882.48 | -3.43% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.18M | $115.32M | $112.2M | -$3.12M | -2.71% |
Andrew Endelman Independent Wealth Network Inc. | 17,661 | $1.74M | $1.68M | -$61,921.69 | -3.55% |
Alexander Eichhorn Tanager Wealth Management LLP | 227,275 | $22.11M | $21.7M | -$407,040.45 | -1.84% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 26,975 | $2.69M | $2.57M | -$115,303.78 | -4.29% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,011 | $400,110.86 | $382,970.28 | -$17,140.58 | -4.28% |
| DC Donie Carlson DMC Group LLC | 59,258 | $6.24M | $5.65M | -$586,426.09 | -9.4% |
Bobby Adusumilli SJS Investment Consulting Inc. | 226 | $21,858.76 | $21,562.66 | -$296.1 | -1.35% |
Nancy Williamson Helen Stephens Group LLC | 123,830 | $11.88M | $11.83M | -$49,886.87 | -0.42% |
David Spratt Badgley Phelps Wealth Managers LLC | 10,842 | $1.08M | $1.03M | -$44,216.97 | -4.11% |
Jared McBride GoalFusion Wealth Management LLC | 530,531 | $55.42M | $50.62M | -$4.8M | -8.66% |
Nathan C. Goodman Family Investment Center Inc. | 40,807 | $3.98M | $3.89M | -$86,233.25 | -2.17% |
| RE Rod Ehrlich Wayfinding Financial LLC | 87,631 | $8.67M | $8.36M | -$308,895.86 | -3.56% |
Kevin Batstone BayBridge Capital Group LLC | 244,217 | $24.18M | $23.3M | -$877,205.66 | -3.63% |
Bradley W. Clark Paladin Advisory Group LLC | 84 | $8,267.76 | $8,015.28 | -$252.48 | -3.05% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 2,729 | $270,426.58 | $260,387.53 | -$10,039.05 | -3.71% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 89 | $8,833.25 | $8,482.59 | -$350.66 | -3.97% |
Armand Doucette Surience Private Wealth LLC | 5,480 | $518,079.2 | $522,682.4 | $4,603.2 | 0.89% |
Russell Silberstein Carmel Capital Partners LLC | 4,196 | $417,228.66 | $400,759.96 | -$16,468.7 | -3.95% |