| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Ledford FWG Holdings LLC | 16,990 | $803,614.46 | $766,164.05 | -$37,450.41 | -4.66% |
Shad Lamm Keystone Wealth Services LLC | 10,701 | $503,803.08 | $482,133.55 | -$21,669.53 | -4.3% |
Dipen Mehta Invst LLC | 402,050 | $18.94M | $18.11M | -$829,833.37 | -4.38% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,218 | $245,819.98 | $235,566.61 | -$10,253.37 | -4.17% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 43,034 | $1.99M | $1.94M | -$55,505.74 | -2.78% |
Spencer Rand Five Oceans Advisors | 10,937 | $515,242.07 | $493,969.6 | -$21,272.47 | -4.13% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 7,578 | $355,712 | $341,222.18 | -$14,489.82 | -4.07% |
Andrew Endelman Independent Wealth Network Inc. | 24,637 | $1.17M | $1.11M | -$58,932.28 | -5.04% |
Nancy Williamson Helen Stephens Group LLC | 807,724 | $37.77M | $36.48M | -$1.29M | -3.41% |
| RE Rod Ehrlich Wayfinding Financial LLC | 41,145 | $1.94M | $1.86M | -$83,009.5 | -4.28% |
Russell Silberstein Carmel Capital Partners LLC | 15,197 | $715,930.67 | $686,296.52 | -$29,634.15 | -4.14% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 18,745 | $891,591.7 | $845,399.5 | -$46,192.2 | -5.18% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 617,587 | $28.26M | $27.81M | -$447,539.78 | -1.58% |
| MTW Masso Torrence Wealth Management Inc. Masso Torrence Wealth Management Inc. | 8,188 | $377,227.07 | $369,237.86 | -$7,989.21 | -2.12% |
Candace Cavalier Congress Wealth Management LLC / DE / | 153,696 | $7.23M | $6.94M | -$295,428.6 | -4.09% |
Jacob B. Rue Shore Point Advisors LLC | 555,556 | $25.3M | $25.09M | -$214,206.15 | -0.85% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 345,985 | $16.25M | $15.62M | -$638,053.29 | -3.93% |
David Mailloux WealthCare Investment Partners LLC | 71,421 | $3.36M | $3.23M | -$138,775.88 | -4.12% |
Lonny Elfenbein West Michigan Advisors LLC | 49,009 | $2.29M | $2.21M | -$78,696.28 | -3.44% |
Brian Kellett Kellett Wealth Advisors LLC | 13,761 | $647,947.5 | $617,318.46 | -$30,629.04 | -4.73% |