| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Barr Red Mountain Financial, LLC | 81,300 | $4.11M | $3.92M | -$194,574.24 | -4.73% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 22,089 | $1.11M | $1.06M | -$48,544.46 | -4.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,749 | $1.39M | $1.34M | -$53,699.11 | -3.86% |
James Rankin Modern Wealth Management, LLC | 261,910 | $13.19M | $12.62M | -$569,792.59 | -4.32% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 30,145 | $1.52M | $1.45M | -$66,798.51 | -4.4% |
Amir Har-El Savvy Advisors, Inc. | 17,190 | $862,084.38 | $828,815.85 | -$33,268.53 | -3.86% |
United Advisor Group LLC United Advisor Group, LLC | 40,251 | $2.04M | $1.94M | -$103,561.13 | -5.07% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 104,220 | $5.25M | $5.02M | -$227,272.14 | -4.33% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 59,009 | $2.96M | $2.84M | -$121,505.78 | -4.1% |
Andrea Butler Sequent Planning LLC | 18,331 | $921,709.2 | $882,271.03 | -$39,438.17 | -4.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,612 | $80,630.36 | $77,069.72 | -$3,560.64 | -4.42% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 5,431 | $258,427 | $261,556.96 | $3,129.96 | 1.21% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 10,677 | $540,865 | $514,791.55 | -$26,073.45 | -4.82% |
Nicole Davis Northwest Financial Advisors | 4,080 | $203,959.06 | $196,717.2 | -$7,241.86 | -3.55% |
Christian J. Cyr Cyr Financial Inc. | 25,506 | $1.27M | $1.23M | -$44,514.41 | -3.5% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,798 | $275,878 | $279,347.64 | $3,469.64 | 1.26% |
Kyle Bubeck Independence Asset Advisors, LLC | 4,650 | $235,546 | $224,199.75 | -$11,346.25 | -4.82% |
James Morris FMA Wealth Management, LLC | 67,919 | $3.44M | $3.27M | -$169,587.82 | -4.92% |
Michael Herman Apollon Financial, LLC | 19,756 | $994,604.06 | $950,658.72 | -$43,945.34 | -4.42% |
Jonathan Chatfield LM Advisors LLC | 7,768 | $392,766.36 | $374,029.2 | -$18,737.16 | -4.77% |