| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 70,993 | $3.32M | $3.17M | -$150,150.2 | -4.52% |
Candice Gilman Sofi Wealth LLC | 338 | $16,004.3 | $15,086.63 | -$917.67 | -5.73% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,019 | $1.08M | $1.03M | -$52,504.04 | -4.85% |
Stephen Smith Kestra Investment Management LLC | 4,631 | $219,277.85 | $206,218.43 | -$13,059.42 | -5.96% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 8,381 | $391,979.37 | $374,379.27 | -$17,600.1 | -4.49% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 28,334 | $1.33M | $1.27M | -$59,359.73 | -4.48% |
Bill Scoggins First Citizens Asset Management Inc. | 14,447 | $672,271.21 | $642,963.73 | -$29,307.48 | -4.36% |
Bepin Serraj Richard W. Paul & Associates LLC | 16 | $748 | $713.04 | -$34.96 | -4.67% |
Jeffrey Hanson Breakwater Capital Group | 27,728 | $1.27M | $1.24M | -$33,895.25 | -2.67% |
| TAL TFB Advisors LLC TFB Advisors LLC | 47,699 | $2.25M | $2.13M | -$124,784.48 | -5.53% |
Brendan G. Moody Watershed Private Wealth LLC | 13,976 | $659,140.54 | $625,006.72 | -$34,133.82 | -5.18% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 117,216 | $5.5M | $5.24M | -$265,200.57 | -4.82% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 140 | $6,542.57 | $6,253.8 | -$288.77 | -4.41% |
Courtney Holt Compound Planning, Inc. | 5,000 | $239,225.06 | $223,475 | -$15,750.06 | -6.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,707 | $830,558.63 | $789,732.2 | -$40,826.43 | -4.92% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 126,690 | $5.91M | $5.67M | -$242,493.94 | -4.1% |
James Rankin Modern Wealth Management, LLC | 9,620 | $449,929 | $430,062.1 | -$19,866.9 | -4.42% |
Amir Har-El Savvy Advisors, Inc. | 463,561 | $21.79M | $20.72M | -$1.07M | -4.89% |
Dane Grouell Turning Point Benefit Group, Inc. | 16,765 | $780,243 | $749,814.62 | -$30,428.38 | -3.9% |
Joshua Stipcich Tidemark, LLC | 19,036 | $903,851.57 | $849,767.04 | -$54,084.53 | -5.98% |