| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 2,971 | $150,739.44 | $146,262.33 | -$4,477.11 | -2.97% |
Loraine Ell Better Money Decisions LLC | 28,903 | $1.48M | $1.43M | -$51,309.58 | -3.47% |
Jeff Ameen Spire Wealth Management | 9,899 | $500,927.94 | $488,317.67 | -$12,610.27 | -2.52% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 327,808 | $16.83M | $16.15M | -$683,969.64 | -4.06% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 20,224 | $1.01M | $997,346.56 | -$10,684.34 | -1.06% |
Ben Rothwell Keystone Financial Services | 8,421 | $421,386.84 | $415,407.93 | -$5,978.91 | -1.42% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,504 | $525,620.16 | $518,054.13 | -$7,566.03 | -1.44% |
| YL Yosef Levy Y.D. More Investments Ltd. | 800 | $39,991.88 | $39,410.16 | -$581.72 | -1.45% |
Tina Tenret Tenret Co. LLC | 33,534 | $1.68M | $1.65M | -$23,976.81 | -1.43% |
Hannah Tackett Penobscot Wealth Management | 402,313 | $20.15M | $19.85M | -$308,782.93 | -1.53% |
Justin Ericksen Blue Barn Wealth LLC | 7,277 | $371,294.63 | $358,792.48 | -$12,502.15 | -3.37% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,274 | $217,718.42 | $210,558.61 | -$7,159.81 | -3.29% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 52,409 | $2.64M | $2.58M | -$55,653.29 | -2.11% |
Andrew Endelman Independent Wealth Network Inc. | 5,912 | $299,147.2 | $291,254.68 | -$7,892.52 | -2.64% |
Christopher Davis Burns Matteson Capital Management LLC | 13,691 | $663,533.25 | $675,582.39 | $12,049.14 | 1.82% |
| MAL Mason & Associates LLC Mason & Associates LLC | 373,233 | $18.67M | $18.4M | -$267,553.41 | -1.43% |
Nancy Williamson Helen Stephens Group LLC | 25,041 | $1.23M | $1.24M | $10,740.28 | 0.88% |
Nathan C. Goodman Family Investment Center Inc. | 4,068 | $199,979.61 | $200,674.44 | $694.83 | 0.35% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,274 | $971,225.88 | $950,786.42 | -$20,439.46 | -2.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,925 | $96,327 | $94,767.75 | -$1,559.25 | -1.62% |