| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Cesta Pinnacle Wealth Management Group Inc. | 6,746 | $644,460.32 | $627,040.7 | -$17,419.62 | -2.7% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,530 | $1.11M | $1.07M | -$38,024.93 | -3.43% |
| YL Yosef Levy Y.D. More Investments Ltd. | 400 | $37,952.82 | $37,324 | -$628.82 | -1.66% |
Joseph Castro Nuveen LLC | 5,731 | $541,981 | $531,607.56 | -$10,373.44 | -1.91% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,562 | $534,815.13 | $516,987.9 | -$17,827.23 | -3.33% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 46,805 | $4.43M | $4.35M | -$75,824.1 | -1.71% |
Kevin B. Crawford JB Capital LLC | 22,777 | $2.16M | $2.12M | -$38,092.29 | -1.77% |
Richard Slavik Newbridge Financial Services Group Inc. | 653 | $61,768.61 | $60,755.12 | -$1,013.49 | -1.64% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,169 | $207,098.15 | $201,608.55 | -$5,489.6 | -2.65% |
Kurt Van Dyken Lifeworks Advisors LLC | 29,786 | $2.84M | $2.77M | -$72,690.98 | -2.56% |
| KRB Kyle R. Bubeck Systelligence LLC | 71,851 | $6.9M | $6.68M | -$222,851.23 | -3.23% |
Sima Elimelech Activest Wealth Management | 990 | $93,624.3 | $92,020.5 | -$1,603.8 | -1.71% |
Eddie Wilcox Rollins Financial Advisors LLC | 10,602 | $1.01M | $985,455.9 | -$23,929.26 | -2.37% |
| WB William Bromley Innova Wealth Partners | 5,136 | $490,179.84 | $477,391.2 | -$12,788.64 | -2.61% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 37,609 | $3.55M | $3.5M | -$57,482.61 | -1.62% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 31,763 | $3.02M | $2.95M | -$64,281.12 | -2.13% |
| DC Donie Carlson DMC Group LLC | 21,025 | $2M | $1.95M | -$49,921.73 | -2.49% |
Andrew J. Whalen Whalen Wealth Management Inc. | 8,472 | $801,197 | $790,437.6 | -$10,759.4 | -1.34% |
Armand Doucette Surience Private Wealth LLC | 20,137 | $1.92M | $1.87M | -$43,660.95 | -2.28% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 6,619 | $636,013.6 | $615,831.77 | -$20,181.83 | -3.17% |