| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel McGlinn Grey Fox Wealth Advisors LLC | 5,442 | $378,329.95 | $349,213.14 | -$29,116.81 | -7.7% |
Jason R. Parker Parker Financial LLC | 105,916 | $7.58M | $6.8M | -$780,938.02 | -10.31% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 121,083 | $8.45M | $7.74M | -$712,391.11 | -8.43% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 259 | $17,814 | $16,612.26 | -$1,201.74 | -6.75% |
Jill Batley Gateway Wealth Partners LLC | 4,970 | $341,817.66 | $318,104.85 | -$23,712.81 | -6.94% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,728 | $260,616.07 | $239,468.08 | -$21,147.99 | -8.11% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 180,997 | $12.48M | $11.62M | -$859,759.53 | -6.89% |
Courtney Holt Compound Planning, Inc. | 13,794 | $955,279.52 | $886,057.59 | -$69,221.93 | -7.25% |
Thomas Healy PFW Advisors LLC | 104,271 | $10.09M | $6.67M | -$3.42M | -33.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 79,419 | $5.54M | $5.03M | -$502,325.59 | -9.07% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 478,824 | $33.95M | $30.72M | -$3.24M | -9.53% |
Courtney Haddad Concurrent Investment Advisors, LLC | 321,333 | $22.32M | $20.6M | -$1.72M | -7.69% |
Benj Foor Frazier Financial Advisors, LLC | 234 | $16,130 | $14,988.87 | -$1,141.13 | -7.07% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 6,539 | $452,394.7 | $420,065.36 | -$32,329.34 | -7.15% |
Amir Har-El Savvy Advisors, Inc. | 21,701 | $1.54M | $1.39M | -$144,125.91 | -9.37% |
United Advisor Group LLC United Advisor Group, LLC | 3,179 | $224,663.17 | $203,535.47 | -$21,127.7 | -9.4% |
PETER KRUSSEL Southland Equity Partners LLC | 4,508 | $436,053.22 | $288,173.9 | -$147,879.32 | -33.91% |
Cody Gehman Stonebridge Financial Group, LLC | 6,901 | $469,095.79 | $442,216.08 | -$26,879.71 | -5.73% |
Andrea Butler Sequent Planning LLC | 5,045 | $347,101.57 | $323,283.6 | -$23,817.97 | -6.86% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 373 | $25,862.95 | $23,929.81 | -$1,933.14 | -7.47% |