| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Robert Shea NEOS Investment Management LLC | 22,625 | $8.21M | $8.22M | $11,132.04 | 0.14% |
| JR James Rankin Modern Wealth Management, LLC | 749 | $300,709.85 | $272,111.7 | -$28,598.16 | -9.51% |
| KFL KKM Financial LLC KKM Financial LLC | 15,506 | $7.24M | $5.63M | -$1.61M | -22.18% |
| BF Benj Foor Frazier Financial Advisors, LLC | 23 | $10,885 | $8,355.9 | -$2,529.1 | -23.23% |
| AH Amir Har-El Savvy Advisors, Inc. | 1,037 | $460,141.3 | $376,742.1 | -$83,399.21 | -18.12% |
| UAG United Advisor Group LLC United Advisor Group, LLC | 441 | $205,885.67 | $160,215.3 | -$45,670.37 | -22.18% |
| JR Jeff Ramsey Quotient Wealth Partners, LLC | 1,043 | $318,686.93 | $378,921.9 | $60,234.95 | 18.9% |
| BGA BRUCE G ALLEN Bruce G. Allen Investments, LLC | 85 | $25,078.18 | $30,880.5 | $5,802.32 | 23.14% |
| JM Jeffrey McGrath Cetera Trust Company, N.A | 3,173 | $864,315.14 | $1.15M | $288,435.72 | 33.37% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 152 | $71,885 | $55,221.6 | -$16,663.4 | -23.18% |
| PK PETER KRUSSEL Southland Equity Partners LLC | 430 | $200,750 | $156,219 | -$44,531 | -22.18% |
| JDM Jon Deven Mouton CAP Partners, LLC | 1,045 | $285,249.11 | $379,648.5 | $94,399.38 | 33.09% |
| BC Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,039 | $424,901.59 | $377,468.7 | -$47,432.9 | -11.16% |
| TW Taylor Wagner Valued Wealth Advisors LLC | 3 | $1,220 | $1,089.9 | -$130.1 | -10.66% |
| AS Andrew Schiff TRITONPOINT WEALTH, LLC | 460 | $195,852.04 | $167,118 | -$28,734.05 | -14.67% |
| CB Curtis Burkholder Bare Financial Services, Inc | 8 | $3,548.3 | $2,906.4 | -$641.9 | -18.09% |
| ST Sam Tedawes Quantessence Capital LLC | 425 | $201,127 | $154,402.5 | -$46,724.5 | -23.23% |
| JS Joshua Stipcich Tidemark, LLC | 129 | $39,635.22 | $46,865.7 | $7,230.48 | 18.24% |
| MP Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 521 | $222,050 | $189,279.3 | -$32,770.71 | -14.76% |
| KT KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 14 | $6,625 | $5,086.2 | -$1,538.8 | -23.23% |