| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ben Rothwell Keystone Financial Services | 5,460 | $232,316.67 | $221,621.4 | -$10,695.27 | -4.6% |
Alexandria Fry Dentgroup LLC | 18,162 | $776,132.92 | $737,831.25 | -$38,301.67 | -4.93% |
Dipen Mehta Invst LLC | 58,918 | $2.49M | $2.39M | -$95,249.21 | -3.83% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 964,946 | $40.79M | $39.21M | -$1.58M | -3.87% |
Joseph Castro Nuveen LLC | 6,026 | $254,358 | $243,329.88 | -$11,028.12 | -4.34% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 527,673 | $21.71M | $21.41M | -$306,284.92 | -1.41% |
Spencer Rand Five Oceans Advisors | 11,814 | $494,329.16 | $480,652.59 | -$13,676.57 | -2.77% |
S. Hardy Taylor Heritage Investment Group Inc. | 194,715 | $8.05M | $7.92M | -$127,732.14 | -1.59% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 129,193 | $5.45M | $5.24M | -$208,910.77 | -3.83% |
Larry Herold Herold Advisors Inc. | 188,195 | $7.91M | $7.64M | -$276,043.24 | -3.49% |
Bobby Adusumilli SJS Investment Consulting Inc. | 146,198 | $6.2M | $5.94M | -$265,908.82 | -4.29% |
Nancy Williamson Helen Stephens Group LLC | 11,003 | $464,436.63 | $447,547.02 | -$16,889.61 | -3.64% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 37,688 | $1.6M | $1.53M | -$67,157.71 | -4.21% |
Marc Dacanay Geometric Wealth Advisors | 16,796 | $709,427.48 | $682,505.46 | -$26,922.02 | -3.79% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 131,809 | $5.51M | $5.35M | -$168,025.96 | -3.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 356 | $15,026.76 | $14,375.28 | -$651.48 | -4.34% |
| JPM Justin P. Mason Keb Asset Management LLC | 35,192 | $1.49M | $1.43M | -$61,000.66 | -4.09% |
William Reid Culp III TAGStone Capital Inc. | 18,886 | $792,616.13 | $768,376.91 | -$24,239.22 | -3.06% |
Lynn A. Jackson Dopkins Wealth Management LLC | 6,731 | $277,871.53 | $273,581.49 | -$4,290.04 | -1.54% |
Candace Cavalier Congress Wealth Management LLC / DE / | 5,336 | $220,530.79 | $216,935.08 | -$3,595.71 | -1.63% |