| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 3.2M | $150.2M | $149.69M | -$511,402.07 | -0.34% |
Billy DeFrance Lauterbach Financial Advisors LLC | 8,706 | $419,126.65 | $407,526.99 | -$11,599.66 | -2.77% |
Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 16,278 | $771,688.19 | $761,484.84 | -$10,203.35 | -1.32% |
John Gorlow Cardiff Park Advisors LLC | 15,985 | $767,407.65 | $747,698.37 | -$19,709.28 | -2.57% |
Jay Richards Investment Advisory Group LLC | 4,365 | $210,349.35 | $204,478.42 | -$5,870.93 | -2.79% |
Kelly Kaczmarczyk Dravo Bay LLC | 352,796 | $16.85M | $16.51M | -$345,672.92 | -2.05% |
Samantha Pierangeli City State Bank | 284,141 | $13.51M | $13.3M | -$213,812.79 | -1.58% |
Brett Lee Planning Center Inc. | 2.9M | $137.21M | $135.97M | -$1.25M | -0.91% |
W. Travis McKinney HB Wealth Management LLC | 16,410 | $785,491.61 | $768,152.1 | -$17,339.51 | -2.21% |
Sue Cox BetterWealth LLC | 40,257 | $1.91M | $1.88M | -$29,421.97 | -1.54% |
Allison Tronnes Forum Financial Management LP | 9,013 | $422,529.44 | $421,492.94 | -$1,036.5 | -0.25% |
| EM Erin Mccann Simplicity Wealth LLC | 116,407 | $5.6M | $5.45M | -$150,474.78 | -2.69% |
Patrick O'Connell Security Financial Services Inc. | 5,456 | $259,981.21 | $255,586.32 | -$4,394.89 | -1.69% |
Michael Byun SageView Advisory Group LLC | 58,346 | $2.7M | $2.73M | $27,445.27 | 1.02% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 4,820 | $230,106.53 | $225,624.2 | -$4,482.33 | -1.95% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 6,760 | $317,760.68 | $316,706 | -$1,054.68 | -0.33% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,000 | $95,760 | $93,550 | -$2,210 | -2.31% |
Allison Brooke Blake WorthPointe LLC | 227,916 | $10.9M | $10.67M | -$238,120.13 | -2.18% |
Khanthaly Dacanay Chi Co. Wealth RIA | 93,864 | $4.52M | $4.39M | -$131,409.6 | -2.91% |
Scott Williams Investmark Advisory Group LLC | 5,098 | $244,441.61 | $238,866.79 | -$5,574.82 | -2.28% |