| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher D. Rich EnRich Financial Partners LLC | 187,384 | $8.96M | $8.51M | -$453,179.67 | -5.06% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,548 | $644,077.98 | $615,350.16 | -$28,727.82 | -4.46% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,731 | $400,735.27 | $393,024.23 | -$7,711.04 | -1.92% |
Jon Greer GSG Advisors LLC | 26,574 | $1.29M | $1.21M | -$80,484.21 | -6.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 33,984 | $1.65M | $1.55M | -$102,753.61 | -6.23% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 25,079 | $1.2M | $1.14M | -$63,929.12 | -5.32% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 582 | $27,179 | $26,451.9 | -$727.1 | -2.68% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 25,392 | $1.21M | $1.15M | -$53,069.6 | -4.4% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 17,381 | $831,945.17 | $789,966.45 | -$41,978.72 | -5.05% |
| FTM F. Thomas Mosley Mosley Wealth Management | 332 | $15,780.61 | $15,102.68 | -$677.93 | -4.3% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,771 | $471,350.23 | $443,994.24 | -$27,355.99 | -5.8% |
Kyle Jones Pineridge Advisors LLC | 2,038 | $97,171.33 | $92,667.86 | -$4,503.47 | -4.63% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,046 | $49,727 | $47,542.48 | -$2,184.52 | -4.39% |
Nathan Edwards IMG Wealth Management, Inc. | 1,663 | $80,639 | $75,683.13 | -$4,955.87 | -6.15% |
| MWG Martin Worley Group Martin Worley Group | 54,388 | $2.6M | $2.47M | -$130,467.15 | -5.01% |
Samira Kadam Synergy Investment Management LLC | 9,305 | $445,619.18 | $422,074.8 | -$23,544.38 | -5.28% |
Crux Wealth Advisors Crux Wealth Advisors | 6,364 | $305,055 | $289,371.08 | -$15,683.92 | -5.14% |
| BM Berkeley Meredith Hughes Financial Services LLC | 2,537 | $122,332.53 | $115,310.96 | -$7,021.57 | -5.74% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 6,810 | $324,004.3 | $309,855 | -$14,149.3 | -4.37% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 6,020 | $285,733.48 | $273,729.4 | -$12,004.08 | -4.2% |