| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 36,898 | $1.9M | $1.77M | -$127,647.31 | -6.73% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 40,558 | $2.12M | $1.95M | -$174,502.2 | -8.23% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 8,653 | $415,776.65 | $415,256.6 | -$520.05 | -0.13% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,392 | $364,002.88 | $354,705.12 | -$9,297.76 | -2.55% |
Chris Williams Applied Capital LLC | 7,318 | $376,018.74 | $351,190.09 | -$24,828.65 | -6.6% |
| DM Dipen Mehta Invst LLC | 28,963 | $1.42M | $1.39M | -$34,617.43 | -2.43% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 49,606 | $2.45M | $2.38M | -$72,672.79 | -2.96% |
Bethany Wagner Level Financial Advisors | 255,969 | $12.73M | $12.28M | -$452,339.58 | -3.55% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 233,977 | $11.36M | $11.22M | -$138,845.13 | -1.22% |
| TT Tina Tenret Tenret Co. LLC | 285,942 | $14.24M | $13.72M | -$519,030.55 | -3.64% |
| HT Hannah Tackett Penobscot Wealth Management | 9,522 | $464,431.98 | $456,675.12 | -$7,756.86 | -1.67% |
| SR Spencer Rand Five Oceans Advisors | 5,117 | $279,494.12 | $245,411.32 | -$34,082.8 | -12.19% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 9,940 | $491,382.43 | $476,722.4 | -$14,660.03 | -2.98% |
Katie Smith Delos Wealth Advisors LLC | 1,167 | $57,778.17 | $56,010.16 | -$1,768.01 | -3.06% |
Justin Ericksen Blue Barn Wealth LLC | 73,647 | $3.62M | $3.53M | -$87,463.1 | -2.41% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 623 | $31,155.8 | $29,913.34 | -$1,242.46 | -3.99% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 196,896 | $10.31M | $9.45M | -$856,629.6 | -8.31% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 230 | $11,251.6 | $11,041.15 | -$210.45 | -1.87% |
Kurt Van Dyken Lifeworks Advisors LLC | 370,227 | $18.19M | $17.77M | -$419,136.32 | -2.3% |
| SE Sima Elimelech Activest Wealth Management | 537 | $25,802.85 | $25,754.52 | -$48.33 | -0.19% |