| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BA Brook Anderson Cutler Investment Counsel LLC | 1.15M | $26.56M | $25.23M | -$1.34M | -5.03% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 237,437 | $5.52M | $5.24M | -$282,624.16 | -5.12% |
| JH Jonathan Hartzler Mcdonald Partners LLC | 11,463 | $302,695.07 | $251,498.22 | -$51,196.85 | -16.91% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 1.44M | $32.92M | $31.72M | -$1.2M | -3.65% |
Austin Private Wealth Austin Private Wealth LLC | 81,784 | $1.89M | $1.79M | -$96,884.67 | -5.13% |
PAX Financial Group PAX Financial Group LLC | 338,975 | $7.76M | $7.43M | -$331,270.86 | -4.27% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 188,239 | $4.31M | $4.13M | -$178,590.52 | -4.15% |
| RR rosemary richard WCG Wealth Advisors LLC | 220,236 | $5.03M | $4.83M | -$195,556.55 | -3.89% |
| YA Yinka Akinsola Blue Trust Inc. | 287,257 | $6.58M | $6.3M | -$277,264.12 | -4.21% |
Jeff Ameen Spire Wealth Management | 69,164 | $1.61M | $1.53M | -$83,521.2 | -5.19% |
Kyle P. Smith NewEdge Wealth LLC | 9,962 | $228,117.36 | $219,811.53 | -$8,305.83 | -3.64% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 22,057 | $506,464.46 | $486,467.13 | -$19,997.33 | -3.95% |
Ben Rothwell Keystone Financial Services | 316,119 | $7.24M | $6.94M | -$307,015.44 | -4.24% |
Alexandria Fry Dentgroup LLC | 60,728 | $1.4M | $1.34M | -$64,675.32 | -4.61% |
Dipen Mehta Invst LLC | 316,938 | $7.25M | $6.95M | -$298,981.2 | -4.12% |
Matthew Fong Seldon Capita LLP | 11,600 | $277,240 | $255,896 | -$21,344 | -7.7% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 104,014 | $2.39M | $2.29M | -$99,404.7 | -4.15% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 70,941 | $1.61M | $1.56M | -$50,472.24 | -3.14% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 19,588 | $452,601.59 | $429,760.72 | -$22,840.87 | -5.05% |
Katie Smith Delos Wealth Advisors LLC | 6 | $136.68 | $131.46 | -$5.22 | -3.82% |