| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 295 | $27,567.98 | $26,694.55 | -$873.43 | -3.17% |
| AL Acas LLC Acas LLC | 2,194 | $202,242.92 | $198,535.06 | -$3,707.86 | -1.83% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 1.67M | $147.93M | $151.15M | $3.22M | 2.18% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1.35M | $123.86M | $121.8M | -$2.06M | -1.66% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 1,460 | $135,558.58 | $132,115.4 | -$3,443.18 | -2.54% |
Shad Lamm Keystone Wealth Services LLC | 3,412 | $312,360.88 | $308,751.88 | -$3,609 | -1.16% |
| HP Hannah Perry Crestmont Private Wealth LLC | 222,787 | $20.54M | $20.22M | -$319,747.04 | -1.56% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,889 | $639,664.52 | $623,385.61 | -$16,278.91 | -2.54% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,453 | $311,177.64 | $312,461.97 | $1,284.33 | 0.41% |
Rick Hurley Heirloom Wealth Management | 1.02M | $94.1M | $92.27M | -$1.83M | -1.95% |
Eddie Wilcox Rollins Financial Advisors LLC | 10,218 | $950,903.19 | $924,626.82 | -$26,276.37 | -2.76% |
| RE Rod Ehrlich Wayfinding Financial LLC | 165,917 | $15.44M | $15.01M | -$429,725.03 | -2.78% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 738,218 | $68.39M | $66.8M | -$1.59M | -2.33% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 81,818 | $7.84M | $7.4M | -$433,983.03 | -5.54% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,387 | $313,626.85 | $306,489.63 | -$7,137.22 | -2.28% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 380 | $35,111.34 | $34,386.2 | -$725.14 | -2.07% |
| JB Joel Blattner Avaii Wealth Management LLC | 3,228 | $295,308.01 | $291,843.48 | -$3,464.53 | -1.17% |
Timothy J. Landolt Endowment Wealth Management Inc. | 2,840 | $264,118.99 | $256,991.6 | -$7,127.39 | -2.7% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 11,450 | $1.06M | $1.04M | -$19,698 | -1.87% |
Nicholas Shaheen FSA Advisors Inc. | 5,214 | $481,594.68 | $471,814.86 | -$9,779.82 | -2.03% |