| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 5,706 | $526,462.11 | $502,242.12 | -$24,219.99 | -4.6% |
PAX Financial Group PAX Financial Group LLC | 155,402 | $14.37M | $13.68M | -$692,149.29 | -4.82% |
| RR rosemary richard WCG Wealth Advisors LLC | 37,020 | $3.42M | $3.25M | -$173,531.25 | -5.07% |
Jeff Ameen Spire Wealth Management | 295 | $27,567.98 | $25,930.5 | -$1,637.48 | -5.94% |
| AL Acas LLC Acas LLC | 2,194 | $202,242.92 | $192,863.57 | -$9,379.35 | -4.64% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 1.67M | $147.93M | $146.53M | -$1.4M | -0.95% |
Donna Rittershausen Koss-Olinger Consulting LLC | 1.35M | $123.86M | $118.49M | -$5.37M | -4.34% |
Shad Lamm Keystone Wealth Services LLC | 3,412 | $312,360.88 | $299,368.88 | -$12,992 | -4.16% |
| HP Hannah Perry Crestmont Private Wealth LLC | 222,787 | $20.54M | $19.57M | -$971,399.02 | -4.73% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 9,593 | $874,884.62 | $841,306.1 | -$33,578.52 | -3.84% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,453 | $311,177.64 | $303,156.13 | -$8,021.51 | -2.58% |
Rick Hurley Heirloom Wealth Management | 1.18M | $108.83M | $103.95M | -$4.88M | -4.48% |
Eddie Wilcox Rollins Financial Advisors LLC | 10,147 | $944,186.7 | $892,428.65 | -$51,758.05 | -5.48% |
| RE Rod Ehrlich Wayfinding Financial LLC | 178,115 | $16.57M | $15.67M | -$903,117.69 | -5.45% |
| VIA Vickerman Investment Advisors Inc. Vickerman Investment Advisors Inc. | 639,932 | $59.31M | $56.25M | -$3.06M | -5.16% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 81,818 | $7.84M | $7.19M | -$644,664.38 | -8.23% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,666 | $984,823.44 | $937,541.4 | -$47,282.04 | -4.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 370 | $34,177.84 | $32,293.6 | -$1,884.24 | -5.51% |
| JB Joel Blattner Avaii Wealth Management LLC | 3,444 | $314,838.73 | $302,899.8 | -$11,938.93 | -3.79% |
Timothy J. Landolt Endowment Wealth Management Inc. | 2,840 | $264,118.99 | $249,883.93 | -$14,235.06 | -5.39% |