| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 7,644 | $349,072.36 | $330,717.66 | -$18,354.7 | -5.26% |
W. Travis McKinney HB Wealth Management LLC | 17,864 | $804,058.64 | $772,260.72 | -$31,797.92 | -3.95% |
Samuel Miller Kraft, Davis & Associates LLC | 5,973 | $266,455 | $258,421.84 | -$8,033.16 | -3.01% |
Brian Levy West Wealth Group LLC | 7,906 | $359,148.05 | $341,974.03 | -$17,174.02 | -4.78% |
Timothy Low Forte Asset Management LLC | 25,106 | $1.15M | $1.09M | -$68,253.91 | -5.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,839 | $492,524.16 | $468,569.97 | -$23,954.19 | -4.86% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 5,425 | $244,722 | $234,712.62 | -$10,009.38 | -4.09% |
Rachel Faulk Cape Investment Advisory Inc. | 97 | $4,376 | $4,193.31 | -$182.69 | -4.17% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,280 | $57,677.59 | $55,296 | -$2,381.59 | -4.13% |
Amy Ardeel Icon Wealth Advisors LLC | 16,889 | $777,738.45 | $728,591.46 | -$49,146.99 | -6.32% |
Jeffrey Hanson Breakwater Capital Group | 66,869 | $3.06M | $2.89M | -$174,449.07 | -5.7% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 10,388 | $474,316.84 | $449,540.7 | -$24,776.14 | -5.22% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 106,218 | $4.78M | $4.58M | -$200,707.97 | -4.2% |
Jill Batley Gateway Wealth Partners LLC | 8,573 | $386,331.86 | $369,882.08 | -$16,449.78 | -4.26% |
| JC Jared Calvert Buck Wealth Strategies LLC | 482 | $21,737 | $20,844.09 | -$892.91 | -4.11% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 226,998 | $10.18M | $9.8M | -$380,358.39 | -3.74% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 6,195 | $285,810.1 | $267,531.07 | -$18,279.03 | -6.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 41,326 | $1.87M | $1.77M | -$91,694.24 | -4.91% |
NICOLE MARTIN Arlington Trust Co LLC | 8,231 | $375,827 | $355,562.74 | -$20,264.26 | -5.39% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 352,912 | $15.99M | $15.25M | -$735,098.8 | -4.6% |