| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle Bubeck Independence Asset Advisors, LLC | 205,692 | $9.47M | $9.24M | -$229,469.96 | -2.42% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 149,465 | $6.89M | $6.72M | -$173,264.95 | -2.51% |
James Morris FMA Wealth Management, LLC | 272,348 | $12.55M | $12.25M | -$300,767.12 | -2.4% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 8,937 | $411,727.9 | $401,673.46 | -$10,054.44 | -2.44% |
Dennis R. Plyler FCG Investment Co | 4,958 | $222,565 | $222,812.52 | $247.52 | 0.11% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,584 | $211,085 | $205,913.28 | -$5,171.72 | -2.45% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 74,154 | $3.41M | $3.33M | -$81,831.89 | -2.4% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 15,854 | $730,404 | $713,287.31 | -$17,116.69 | -2.34% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 298 | $13,719.86 | $13,392.12 | -$327.74 | -2.39% |
Janice M. Powell Diversify Advisory Services, LLC | 6,985 | $320,053 | $313,940.82 | -$6,112.18 | -1.91% |
Brady Green GGM Financials LLC | 1,286 | $59,568.43 | $57,824.99 | -$1,743.44 | -2.93% |
Bruce Wheadon Transce3nd, LLC | 3,001 | $138,962.84 | $134,999.98 | -$3,962.86 | -2.85% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 17,426 | $798,035.31 | $783,734.35 | -$14,300.96 | -1.79% |
Bruce Barton Parkworth Wealth Management, Inc. | 623 | $28,857 | $27,997.62 | -$859.38 | -2.98% |
Brandt Sakakeeny Rockingstone Advisors LLC | 21,405 | $969,782.73 | $962,368.8 | -$7,413.93 | -0.76% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 6,985 | $320,053 | $313,940.82 | -$6,112.18 | -1.91% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 4,440 | $204,462 | $199,689 | -$4,773 | -2.33% |
David Levy Diversified Enterprises LLC | 822,163 | $38.09M | $36.94M | -$1.15M | -3.01% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 34,883 | $1.6M | $1.57M | -$31,648.36 | -1.98% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 8,050 | $368,009 | $361,807.25 | -$6,201.75 | -1.69% |