| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 18,482 | $780,243.82 | $767,003 | -$13,240.82 | -1.7% |
Amir Har-El Savvy Advisors, Inc. | 223,156 | $9.45M | $9.26M | -$185,190.46 | -1.96% |
William Ramsay Financial Symmetry Inc | 351,212 | $14.72M | $14.58M | -$148,178.26 | -1.01% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 38,933 | $1.65M | $1.63M | -$24,378.87 | -1.48% |
One Degree Advisors Inc. One Degree Advisors Inc | 318,459 | $13.69M | $13.22M | -$469,512.15 | -3.43% |
Setu Mazumdar Physician Wealth Solutions Inc. | 542,729 | $22.82M | $22.52M | -$293,504.35 | -1.29% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 9,021 | $380,243.89 | $374,371.5 | -$5,872.39 | -1.54% |
Andy Bloom MB Generational Wealth, LLC | 78,892 | $3.34M | $3.27M | -$68,129.5 | -2.04% |
David Ragan Grunden Financial Advisory, Inc. | 834,031 | $35.3M | $34.61M | -$691,136.89 | -1.96% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 182 | $7,682 | $7,553 | -$129 | -1.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 39,401 | $1.67M | $1.64M | -$30,683.77 | -1.84% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 5,102 | $215,617.09 | $211,733 | -$3,884.09 | -1.8% |
Sharon Allen Sterling Wealth Management, Inc. | 623,012 | $26.47M | $25.85M | -$615,043.21 | -2.32% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,263 | $308,756.66 | $301,414.5 | -$7,342.16 | -2.38% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.38M | $58.45M | $57.47M | -$980,695.41 | -1.68% |
Angela Mari Abich Financial Wealth Management LLC | 58 | $2,480 | $2,407 | -$73 | -2.94% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 14,688 | $623,356.54 | $612,342.72 | -$11,013.82 | -1.77% |
Robert R Schulz Schulz Wealth, LTD. | 87,540 | $3.73M | $3.65M | -$76,902.08 | -2.06% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 8,592 | $365,764.96 | $358,200.48 | -$7,564.48 | -2.07% |
Patrick Gaul Oceanside Advisors LLC | 23,284 | $984,368 | $966,286 | -$18,082 | -1.84% |