| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 3,136 | $244,835.45 | $237,081.6 | -$7,753.85 | -3.17% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 3,535 | $306,853.16 | $267,033.9 | -$39,819.26 | -12.98% |
Taylor Jobe MKT Advisors LLC | 4,983 | $382,196.1 | $376,415.82 | -$5,780.28 | -1.51% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 91,135 | $7.02M | $6.88M | -$133,177.24 | -1.9% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 119,149 | $9.71M | $9M | -$706,795.56 | -7.28% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 964 | $74,180.88 | $72,820.56 | -$1,360.32 | -1.83% |
Patrick Severson TrueWealth Financial Partners | 16,104 | $1.24M | $1.22M | -$26,732.64 | -2.15% |
April Lamb Sovereign Investment Advisors LLC | 87,243 | $7.51M | $6.6M | -$910,848.08 | -12.13% |
Michelle Wells Darrow Company Inc. | 248,701 | $20.23M | $18.79M | -$1.44M | -7.12% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 9,234 | $706,250.9 | $697,536.36 | -$8,714.54 | -1.23% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 4,358 | $334,258.6 | $329,203.32 | -$5,055.28 | -1.51% |
David Mailloux WealthCare Investment Partners LLC | 10,081 | $801,457.01 | $763,232.51 | -$38,224.5 | -4.77% |
| CC Cortney Cost Kraft Asset Management LLC | 6,561 | $494,699.4 | $495,617.94 | $918.54 | 0.19% |
Clint Dunn Beaird Harris Wealth Management LLC | 20,269 | $1.55M | $1.53M | -$21,106.23 | -1.36% |
David B. Short Investments & Financial Planning LLC | 53,474 | $4.38M | $4.04M | -$340,247.99 | -7.77% |
Caroline Jankowski Operose Advisors LLC | 8,913 | $683,627.1 | $673,109.76 | -$10,517.34 | -1.54% |
Ana-Maria Ignat Covestor Ltd | 97 | $7,448.11 | $7,341.93 | -$106.18 | -1.43% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 418,756 | $32.11M | $31.63M | -$474,607.21 | -1.48% |
Jay Richards Investment Advisory Group LLC | 2,925 | $212,676.33 | $221,539.5 | $8,863.17 | 4.17% |
Bill McVay Red Tortoise LLC | 274 | $21,147.32 | $20,697.96 | -$449.36 | -2.12% |