| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 2,602 | $573,242.34 | $543,115.46 | -$30,126.88 | -5.26% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,279 | $319,357.8 | $266,965.67 | -$52,392.13 | -16.41% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,040 | $255,984.06 | $217,079.2 | -$38,904.86 | -15.2% |
Andy Peters Goldstein Advisors LLC | 1,703 | $358,921.91 | $348,621.13 | -$10,300.78 | -2.87% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 3,565 | $842,338.2 | $744,122.45 | -$98,215.75 | -11.66% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 1,440 | $317,506 | $300,571.2 | -$16,934.8 | -5.33% |
Jeffrey Hanson Breakwater Capital Group | 3,691 | $777,401.62 | $770,422.43 | -$6,979.19 | -0.9% |
Kyle Kelley Family Capital Management Inc. | 927 | $219,032 | $193,492.71 | -$25,539.29 | -11.66% |
Jesse Ellington Dover Advisors LLC | 9,848 | $2.14M | $2.01M | -$129,766.23 | -6.06% |
Lydia Moore MRP Capital Investments LLC | 50 | $13,542.5 | $10,436.5 | -$3,106 | -22.94% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 1,429 | $352,636.69 | $298,275.17 | -$54,361.52 | -15.42% |
David Bach River Street Advisors LLC | 815 | $169,234.46 | $170,114.95 | $880.49 | 0.52% |
| MV Moises Valladares Insigneo Advisory Services LLC | 5,702 | $1.26M | $1.19M | -$68,840.38 | -5.47% |
John Canning Mi LLCreek Capital Advisors LLC | 4,584 | $950,763.01 | $956,818.32 | $6,055.31 | 0.64% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 4,377 | $932,185.21 | $913,611.21 | -$18,574 | -1.99% |
| SP Scott Paschal Financial Partners Group LLC | 5,943 | $1.23M | $1.24M | $10,198.41 | 0.83% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 20,905 | $4.21M | $4.36M | $154,261.09 | 3.66% |
Ashley Buboltz Moran Wealth Management LLC | 67,054 | $16.4M | $14M | -$2.4M | -14.65% |
| FFL Financial Freedom LLC Financial Freedom LLC | 1,783 | $355,643.19 | $372,165.59 | $16,522.4 | 4.65% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 150 | $29,886 | $31,309.5 | $1,423.5 | 4.76% |