| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 32,394 | $1.47M | $1.43M | -$40,565.75 | -2.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 81,990 | $3.69M | $3.62M | -$72,769.33 | -1.97% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,489 | $1.07M | $1.04M | -$36,224.69 | -3.38% |
| KS Kristi Shields ROGCO, LP | 1,177 | $52,953 | $51,929.24 | -$1,023.76 | -1.93% |
| AK Alisha Kamadia United Community Bank | 6,235 | $281,697.38 | $276,771.65 | -$4,925.73 | -1.75% |
James Rankin Modern Wealth Management, LLC | 653,740 | $29.75M | $29.05M | -$694,161.72 | -2.33% |
David Vollmer PFS Partners, LLC | 1,504 | $68,688 | $66,356.48 | -$2,331.52 | -3.39% |
Amir Har-El Savvy Advisors, Inc. | 5,087 | $232,424.78 | $224,438.44 | -$7,986.34 | -3.44% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 624,815 | $28.46M | $27.57M | -$894,126.83 | -3.14% |
Cody Gehman Stonebridge Financial Group, LLC | 4,461 | $200,700 | $196,819.32 | -$3,880.68 | -1.93% |
Joshua Stipcich Tidemark, LLC | 17,972 | $813,420.78 | $795,261 | -$18,159.78 | -2.23% |
Nicole Davis Northwest Financial Advisors | 16,930 | $770,932.39 | $746,951.6 | -$23,980.79 | -3.11% |
Seth Hodes Able Wealth Management LLC | 33,752 | $1.53M | $1.49M | -$37,836.39 | -2.48% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,362 | $61,290.57 | $60,091.44 | -$1,199.13 | -1.96% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 7,809 | $351,319 | $344,533.08 | -$6,785.92 | -1.93% |
Carmen McClennon WR Wealth Planners, LLC | 10 | $467 | $441.2 | -$25.8 | -5.52% |
Craig Small Symphony Financial Services, Inc. | 168,168 | $7.63M | $7.42M | -$213,772.66 | -2.8% |
Matthew Richmond Richmond Investment Services, LLC | 12,377 | $557,581.26 | $546,073.24 | -$11,508.02 | -2.06% |
Laurel Steward Mattson Financial Services, LLC | 46,942 | $2.11M | $2.07M | -$40,406.9 | -1.91% |
Gregory A. Brown Brown Financial Advisors | 97,579 | $4.38M | $4.36M | -$15,778.59 | -0.36% |