| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 153,696 | $7.23M | $7.16M | -$72,569.4 | -1% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 182,935 | $8.62M | $8.52M | -$96,034.43 | -1.11% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 345,985 | $16.25M | $16.12M | -$138,104.96 | -0.85% |
| DM David Mailloux WealthCare Investment Partners LLC | 4,599 | $216,520.92 | $214,221.42 | -$2,299.5 | -1.06% |
Lonny Elfenbein West Michigan Advisors LLC | 49,009 | $2.29M | $2.28M | -$3,467.46 | -0.15% |
Brian Kellett Kellett Wealth Advisors LLC | 152,848 | $7.2M | $7.12M | -$76,424 | -1.06% |
Andrew Burkey Joseph Group Capital Management | 825,177 | $39.6M | $38.44M | -$1.16M | -2.94% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1.83M | $86.56M | $85.25M | -$1.3M | -1.51% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 678,514 | $31.9M | $31.61M | -$295,307.16 | -0.93% |
| WTM W. Travis McKinney HB Wealth Management LLC | 14.42M | $680.54M | $671.79M | -$8.76M | -1.29% |
Courtney Lawson Autumn Glory Partners LLC | 53,651 | $2.54M | $2.5M | -$41,785.66 | -1.64% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 3,560 | $167,810.81 | $165,824.8 | -$1,986.01 | -1.18% |
| LWL Leo Wealth LLC Leo Wealth LLC | 108,334 | $5.13M | $5.05M | -$82,812.28 | -1.61% |
Dalila Toledo Ascent Group LLC | 68,757 | $3.24M | $3.2M | -$41,164.52 | -1.27% |
Michael Byun SageView Advisory Group LLC | 6,110 | $290,519.06 | $284,603.8 | -$5,915.26 | -2.04% |
Dan Mohr Retireful LLC | 6,433 | $302,865.64 | $299,649.14 | -$3,216.5 | -1.06% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 42,166 | $1.98M | $1.96M | -$19,384.53 | -0.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 80,983 | $3.84M | $3.77M | -$62,821.31 | -1.64% |
Jeffrey Gilbert Balboa Wealth Partners | 20,080 | $945,366.4 | $935,326.4 | -$10,040 | -1.06% |
Kevin Zemann WealthPlan Investment Management LLC | 406,896 | $19.21M | $18.95M | -$261,168.83 | -1.36% |