| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 56,890 | $2.56M | $2.43M | -$134,258.94 | -5.25% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 23,489 | $1.07M | $1.01M | -$65,820.83 | -6.14% |
| KS Kristi Shields ROGCO, LP | 1,177 | $52,953 | $50,558.03 | -$2,394.97 | -4.52% |
| AK Alisha Kamadia United Community Bank | 6,235 | $281,697.38 | $267,076.22 | -$14,621.16 | -5.19% |
James Rankin Modern Wealth Management, LLC | 653,740 | $29.75M | $28.03M | -$1.71M | -5.76% |
David Vollmer PFS Partners, LLC | 1,504 | $68,688 | $64,453.92 | -$4,234.08 | -6.16% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 633,992 | $28.85M | $27.19M | -$1.66M | -5.77% |
Joshua Stipcich Tidemark, LLC | 17,972 | $813,420.78 | $770,998.8 | -$42,421.98 | -5.22% |
Nicole Davis Northwest Financial Advisors | 16,930 | $770,932.39 | $726,295.31 | -$44,637.08 | -5.79% |
Seth Hodes Able Wealth Management LLC | 12,059 | $543,460.05 | $513,351.63 | -$30,108.42 | -5.54% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,362 | $61,290.57 | $58,368.51 | -$2,922.06 | -4.77% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 7,809 | $351,319 | $334,342.33 | -$16,976.67 | -4.83% |
Carmen McClennon WR Wealth Planners, LLC | 10 | $467 | $428.75 | -$38.25 | -8.19% |
Craig Small Symphony Financial Services, Inc. | 168,168 | $7.63M | $7.21M | -$424,823.5 | -5.57% |
Matthew Richmond Richmond Investment Services, LLC | 12,377 | $557,581.26 | $531,654.03 | -$25,927.23 | -4.65% |
Laurel Steward Mattson Financial Services, LLC | 50,643 | $2.28M | $2.17M | -$103,875.51 | -4.56% |
Gregory A. Brown Brown Financial Advisors | 97,579 | $4.38M | $4.19M | -$189,469.21 | -4.33% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 91,858 | $4.24M | $3.94M | -$303,858.77 | -7.17% |
Millstone Evans Group LLC Millstone Evans Group LLC | 166 | $7,334 | $7,113.1 | -$220.9 | -3.01% |
Joel Top Planwiser Financial LLC | 23,138 | $1.05M | $992,735.89 | -$61,821.77 | -5.86% |