| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Siebert Atmos Advisory LLC | 309,440 | $24.39M | $22.55M | -$1.84M | -7.55% |
cullen roche Orcam Financial Group | 8,794 | $643,049.89 | $640,730.84 | -$2,319.05 | -0.36% |
Barry Oliver Capital Performance Advisors LLP | 5,958 | $438,747.12 | $434,099.88 | -$4,647.24 | -1.06% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 12,549 | $917,888.51 | $914,320.14 | -$3,568.37 | -0.39% |
John Flavin Aspire Capital Advisors LLC | 244,867 | $17.69M | $17.84M | $147,811.22 | 0.84% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 14,711 | $1.09M | $1.07M | -$19,350.51 | -1.77% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 10,449 | $784,484.82 | $761,314.14 | -$23,170.68 | -2.95% |
Bridget Fagerholt MAS Advisors LLC | 53,894 | $3.91M | $3.93M | $22,096.29 | 0.57% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 60,515 | $4.44M | $4.41M | -$26,176.46 | -0.59% |
| TJ Taylor Jobe MKT Advisors LLC | 4,055 | $343,661.25 | $295,447.3 | -$48,213.95 | -14.03% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 630,752 | $51.14M | $45.96M | -$5.19M | -10.14% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 18,746 | $1.38M | $1.37M | -$18,918.24 | -1.37% |
| WL William Liberti Wealth Effects LLC | 9,111 | $666,016.83 | $663,827.46 | -$2,189.37 | -0.33% |
| DP Doug Peabody Stegner Investment Associates Inc. | 5,013 | $388,620.99 | $365,247.18 | -$23,373.81 | -6.01% |
| PS Patrick Severson TrueWealth Financial Partners | 191,281 | $14.09M | $13.94M | -$149,199.18 | -1.06% |
April Lamb Sovereign Investment Advisors LLC | 174,412 | $14.15M | $12.71M | -$1.44M | -10.18% |
| MW Michelle Wells Darrow Company Inc. | 141,244 | $11.27M | $10.29M | -$974,448.53 | -8.65% |
Jason Whitby Stone Summit Wealth LLC | 3,007 | $220,864.15 | $219,090.02 | -$1,774.13 | -0.8% |
Kimberly Foster Laraway Financial Advisors Inc. | 9,271 | $677,529.54 | $675,485.06 | -$2,044.48 | -0.3% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 27,710 | $2.18M | $2.02M | -$158,464.5 | -7.28% |