| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NH Nathaniel Holden Core Wealth Partners LLC | 272,691 | $6.19M | $6.05M | -$139,394.23 | -2.25% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 17,914 | $404,741.16 | $397,332.52 | -$7,408.64 | -1.83% |
David Gutierrez Gutierrez Wealth Advisory LLC | 38,552 | $870,556.15 | $854,890.6 | -$15,665.55 | -1.8% |
Jeffrey Steele Silverlake Wealth Management LLC | 76,958 | $1.75M | $1.71M | -$45,204.27 | -2.58% |
Jill Batley Gateway Wealth Partners LLC | 266,681 | $5.97M | $5.91M | -$54,804.42 | -0.92% |
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 634,983 | $14.39M | $14.08M | -$305,380.08 | -2.12% |
Ann Reilley Alpha Financial Advisors LLC | 61,929 | $1.39M | $1.37M | -$15,247.42 | -1.1% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 15,725 | $354,879.64 | $348,701.87 | -$6,177.77 | -1.74% |
John Hayes LongView Wealth Management | 118,509 | $2.68M | $2.63M | -$49,122.73 | -1.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 306,339 | $6.91M | $6.8M | -$112,613.17 | -1.63% |
Jesse Steele Etesian Wealth Advisors, Inc. | 9,350 | $211,639 | $207,336.25 | -$4,302.75 | -2.03% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 74,116 | $1.67M | $1.64M | -$26,823.39 | -1.61% |
Courtney Haddad Concurrent Investment Advisors, LLC | 241,797 | $5.47M | $5.36M | -$103,462.11 | -1.89% |
Teresa Douberly Burford Brothers, Inc. | 10,483 | $235,343.49 | $232,460.52 | -$2,882.97 | -1.23% |
Benj Foor Frazier Financial Advisors, LLC | 12,694 | $288,091 | $281,489.45 | -$6,601.55 | -2.29% |
United Advisor Group LLC United Advisor Group, LLC | 73,969 | $1.67M | $1.64M | -$27,081.57 | -1.62% |
Cody Gehman Stonebridge Financial Group, LLC | 2.13M | $47.76M | $47.34M | -$416,625.74 | -0.87% |
Curtis Burkholder Bare Financial Services, Inc | 7,489 | $169,551 | $166,068.57 | -$3,482.43 | -2.05% |
Emily Priebe Priebe Wealth Holdings LLC | 80,988 | $1.82M | $1.8M | -$23,412.1 | -1.29% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 685,901 | $15.46M | $15.21M | -$252,822.52 | -1.64% |