| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KRW Kevin R. Worthley WEALTH MANAGEMENT RESOURCES Inc. | 260,316 | $24.78M | $24.2M | -$582,760.24 | -2.35% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 6,784 | $649,703.68 | $632,065.28 | -$17,638.4 | -2.71% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 12,436 | $1.19M | $1.16M | -$39,066.12 | -3.27% |
| AC Adam Claypool First Community Trust Na | 13,376 | $1.23M | $1.24M | $18,191.53 | 1.48% |
| TG Tatiana Grecco Itau Unibanco Holding S.A. | 636,552 | $71.35M | $59.22M | -$12.12M | -16.99% |
| TB Thomas Baker Blue Oak Capital LLC | 10,565 | $1.01M | $985,872.97 | -$25,937.03 | -2.56% |
| JM John Malone Amundi | 10,043 | $919,838.37 | $931,588.68 | $11,750.31 | 1.28% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 230,004 | $21.99M | $21.35M | -$634,001.04 | -2.88% |
Vectors Research Management Vectors Research Management LLC | 6,165 | $590,421.81 | $573,036.75 | -$17,385.06 | -2.94% |
SkyOak Wealth SkyOak Wealth LLC | 247,664 | $23.64M | $23.02M | -$622,774.27 | -2.63% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 16,342 | $1.56M | $1.52M | -$47,953.44 | -3.07% |
| RR rosemary richard WCG Wealth Advisors LLC | 13,568 | $1.3M | $1.26M | -$42,050.63 | -3.22% |
| YA Yinka Akinsola Blue Trust Inc. | 6.48M | $620.41M | $601.94M | -$18.47M | -2.98% |
Jeff Ameen Spire Wealth Management | 111,947 | $11.13M | $10.41M | -$728,739.92 | -6.55% |
Drew Waldron Canvas Wealth Advisors LLC | 5,300 | $501,221 | $492,635 | -$8,586 | -1.71% |
Kyle P. Smith NewEdge Wealth LLC | 16,373 | $1.56M | $1.52M | -$43,879.64 | -2.81% |
Mack, Connie Clarity Financial LLC | 15,086 | $1.44M | $1.4M | -$37,095.63 | -2.58% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 92,283 | $8.87M | $8.58M | -$290,145.03 | -3.27% |
Dipen Mehta Invst LLC | 16,282 | $1.56M | $1.51M | -$48,783.6 | -3.12% |
Shawn M. McHugh WealthTrust Asset Management LLC | 14,792 | $1.42M | $1.37M | -$44,579.25 | -3.14% |