| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 64,811 | $2.97M | $2.84M | -$127,901.2 | -4.31% |
Kyle P. Smith NewEdge Wealth LLC | 290,125 | $13.28M | $12.72M | -$556,589 | -4.19% |
John Ledford FWG Holdings LLC | 251,769 | $11.58M | $11.03M | -$551,910.73 | -4.77% |
Shad Lamm Keystone Wealth Services LLC | 182,832 | $8.06M | $8M | -$58,976.34 | -0.73% |
Alexandria Fry Dentgroup LLC | 152,758 | $7.09M | $6.7M | -$396,006.17 | -5.58% |
Dipen Mehta Invst LLC | 4,651 | $212,178.62 | $203,504.5 | -$8,674.12 | -4.09% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 271,396 | $12.51M | $11.9M | -$608,052.22 | -4.86% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 52,754 | $2.43M | $2.31M | -$117,212.84 | -4.83% |
Maree Sgro BG Investment Services Inc. | 527,196 | $23.96M | $23.09M | -$861,244.92 | -3.6% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 666 | $30,176.46 | $29,160.81 | -$1,015.65 | -3.37% |
Robert Tutela Essex LLC | 238,204 | $10.37M | $10.45M | $82,137.28 | 0.79% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 823 | $37,819.88 | $35,833.42 | -$1,986.46 | -5.25% |
Christopher Davis Burns Matteson Capital Management LLC | 12,763 | $555,954.97 | $559,274.66 | $3,319.69 | 0.6% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 13,462 | $612,386.38 | $589,904.84 | -$22,481.54 | -3.67% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 80 | $3,639.2 | $3,502 | -$137.2 | -3.77% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1.52M | $69.11M | $66.53M | -$2.57M | -3.72% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 53,607 | $2.42M | $2.34M | -$75,086.36 | -3.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 33,639 | $1.52M | $1.46M | -$52,173.57 | -3.44% |
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 139,292 | $6.29M | $6.1M | -$185,894.84 | -2.96% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 430,577 | $19.69M | $18.87M | -$824,075.54 | -4.18% |