| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 78,933 | $3.61M | $3.57M | -$47,571.47 | -1.32% |
Michael Byun SageView Advisory Group LLC | 11,227 | $524,744.12 | $507,516.53 | -$17,227.59 | -3.28% |
Jason Matthews Kfg Wealth Management LLC | 784,486 | $35.94M | $35.45M | -$488,351.34 | -1.36% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 11,330 | $508,608.72 | $512,002.7 | $3,393.98 | 0.67% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,739 | $124,953.18 | $123,816.49 | -$1,136.69 | -0.91% |
| JP Jaimie Palmer Beacon Capital Management LLC | 6,529 | $300,202.63 | $295,143.44 | -$5,059.19 | -1.69% |
| TG Timothy Gerlach Novem Group | 7,650 | $344,501.45 | $345,818.25 | $1,316.8 | 0.38% |
Jim Clark Worth Asset Management LLC | 36,576 | $1.67M | $1.65M | -$14,355.1 | -0.86% |
Amanda Hawley Atria Wealth Solutions Inc. | 54,523 | $2.48M | $2.46M | -$14,075.94 | -0.57% |
Craig Johnsen Fortitude Advisory Group LLC | 13,567 | $624,624.68 | $613,567.57 | -$11,057.11 | -1.77% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 60,726 | $2.76M | $2.75M | -$12,518.03 | -0.45% |
| DWC David W. Chenet Presidio Capital Management LLC | 694,781 | $31.65M | $31.48M | -$176,195.19 | -0.56% |
Adam Schwallier Schwallier Wealth Management LLC | 123,342 | $5.63M | $5.58M | -$48,727.05 | -0.87% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1.02M | $46.42M | $46.15M | -$269,691.77 | -0.58% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 902,747 | $41.35M | $40.81M | -$545,944.73 | -1.32% |
| VP Vyoma Patel Strata Wealth Advisors LLC | 129,850 | $5.97M | $5.87M | -$102,106.47 | -1.71% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 6,869 | $314,936 | $310,616.18 | -$4,319.82 | -1.37% |
Lukas Lindgren Abound Wealth Management | 125 | $5,717.27 | $5,663.12 | -$54.15 | -0.95% |
Matthew Zienty Cardinal Point Capital Management ULC | 5,550 | $252,355.66 | $251,442.75 | -$912.91 | -0.36% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 645,311 | $29.89M | $29.17M | -$715,048.74 | -2.39% |