| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 36,476 | $820,345.24 | $787,699.22 | -$32,646.02 | -3.98% |
| YA Yinka Akinsola Blue Trust Inc. | 196,708 | $5.89M | $4.23M | -$1.66M | -28.17% |
Kyle P. Smith NewEdge Wealth LLC | 35,139 | $875,311.25 | $756,015.58 | -$119,295.67 | -13.63% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 300 | $7,098 | $6,460.5 | -$637.5 | -8.98% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 14,095 | $315,884.54 | $299,800.65 | -$16,083.89 | -5.09% |
Lukas Lindgren Abound Wealth Management | 453 | $13,156 | $9,768.94 | -$3,387.06 | -25.75% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 605,946 | $14.69M | $13M | -$1.69M | -11.49% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 12,000 | $341,385.01 | $257,340 | -$84,045.01 | -24.62% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 381,070 | $8.51M | $8.15M | -$366,250.09 | -4.3% |
Katherine Stoner Empower Advisory Group, LLC | 9,640 | $245,533.83 | $206,055 | -$39,478.83 | -16.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,363 | $122,326.92 | $114,124.64 | -$8,202.28 | -6.71% |
Jae Cho Marex Group plc | 25,000 | $905,600 | $533,125 | -$372,475 | -41.13% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 5,110 | $169,574.62 | $109,175.15 | -$60,399.47 | -35.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 24,247 | $664,367.8 | $518,037.15 | -$146,330.65 | -22.03% |
James Rankin Modern Wealth Management, LLC | 26,615 | $844,976.47 | $568,629.47 | -$276,347 | -32.7% |
Luke Bunch OxenFree Capital LLC | 22,934 | $517,823.98 | $488,150.19 | -$29,673.79 | -5.73% |
Jennifer Milam Mustard Seed Financial, LLC | 42,568 | $1.01M | $904,782.84 | -$104,552.49 | -10.36% |
| FTM F. Thomas Mosley Mosley Wealth Management | 4,555 | $102,441.95 | $96,748.2 | -$5,693.75 | -5.56% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 16,405 | $484,695.95 | $348,442.2 | -$136,253.75 | -28.11% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 45,174 | $1.28M | $960,625.11 | -$321,981.72 | -25.1% |