| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 331,668 | $15.77M | $15.47M | -$296,531.35 | -1.88% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 53,828 | $2.54M | $2.51M | -$24,002.78 | -0.95% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 7,125 | $339,227.52 | $332,381.25 | -$6,846.27 | -2.02% |
Philip Smith SWP FINANCIAL LLC | 4,818 | $228,800.14 | $224,759.7 | -$4,040.44 | -1.77% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 31,477 | $1.5M | $1.47M | -$31,462.77 | -2.1% |
David Maxey Heritage Family Offices, LLP | 7,978 | $378,237 | $372,173.7 | -$6,063.3 | -1.6% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,433 | $258,494.68 | $253,449.45 | -$5,045.23 | -1.95% |
Bray Creech Joel Adams & Associates, Inc. | 230,463 | $10.74M | $10.75M | $13,877.78 | 0.13% |
Janice M. Powell Diversify Advisory Services, LLC | 20,959 | $980,674 | $979,414.07 | -$1,259.93 | -0.13% |
Dana Moreau COMMON FUND FOR NONPROFIT ORGANIZATIONS | 10,522 | $501,445.29 | $491,061.74 | -$10,383.55 | -2.07% |
David Millar Gen-Wealth Partners Inc | 2,988 | $141,892.21 | $139,629.24 | -$2,262.97 | -1.59% |
Jade Eagles WEALTHGARDEN F.S. LLC | 6,534 | $310,342.19 | $304,811.1 | -$5,531.09 | -1.78% |
Michael Dziura Westfuller Advisors, LLC | 91,000 | $4.32M | $4.25M | -$72,781.93 | -1.69% |
Dana Weymouth Painted Porch Advisors LLC | 14,705 | $694,010.89 | $685,988.25 | -$8,022.64 | -1.16% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 7,798 | $365,809 | $363,776.7 | -$2,032.3 | -0.56% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 20,959 | $998,875.28 | $977,737.35 | -$21,137.93 | -2.12% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 15,467 | $721,641.83 | $721,380.88 | -$260.95 | -0.04% |
JAMES ELIOS Elios Financial Group Inc. | 18,341 | $882,851.25 | $855,607.65 | -$27,243.6 | -3.09% |
David Levy Diversified Enterprises LLC | 56,875 | $2.71M | $2.65M | -$59,758.78 | -2.2% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 21,841 | $1.04M | $1.02M | -$18,036.51 | -1.74% |