| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 65,198 | $13.28M | $13.16M | -$117,824.01 | -0.89% |
Loni Adams Daymark Wealth Partners LLC | 23,718 | $4.83M | $4.73M | -$98,995.02 | -2.05% |
Brian Matter Creative Capital Management Investments LLC | 684 | $148,161.05 | $138,332.16 | -$9,828.89 | -6.63% |
Michael Snyder Beaumont Financial Advisors LLC | 86,528 | $17.32M | $17.5M | $175,286.77 | 1.01% |
Erik Brenner Hilltop Partners LLC | 1,363 | $276,135.99 | $275,435.04 | -$700.95 | -0.25% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 2,416 | $624,043.64 | $488,660.16 | -$135,383.48 | -21.69% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 936 | $250,172.65 | $189,296.64 | -$60,876.01 | -24.33% |
Holly Skipper Verum Partners LLC | 7,032 | $1.44M | $1.42M | -$15,517.89 | -1.08% |
Patrick D. Hayes Canopy Partners LLC | 2,671 | $630,261.64 | $540,209.75 | -$90,051.89 | -14.29% |
Marc White Clarendon Private LLC | 2,674 | $641,648.81 | $540,228.22 | -$101,420.59 | -15.81% |
| BP Brett Pohl Kingdom Financial Group LLC | 7 | $1,653.91 | $1,413.26 | -$240.65 | -14.55% |
Sue Oleari Trifecta Capital Advisors LLC | 3,915 | $845,687.68 | $790,673.44 | -$55,014.24 | -6.51% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 7,294 | $1.68M | $1.47M | -$207,854.11 | -12.37% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 1,179 | $249,101.76 | $238,181.58 | -$10,920.18 | -4.38% |
Timothy J. Videnka Forza Wealth Management LLC | 4,407 | $956,121.27 | $878,910.04 | -$77,211.23 | -8.08% |
Amy Ardeel Icon Wealth Advisors LLC | 4,381 | $1.19M | $873,724.73 | -$312,079.1 | -26.32% |
John J. Edwards Breed's Hi LLCapital LLC | 965 | $232,238.29 | $192,454.77 | -$39,783.52 | -17.13% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 32 | $7,560.96 | $6,381.92 | -$1,179.04 | -15.59% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,605 | $391,237.54 | $324,627.3 | -$66,610.24 | -17.03% |
Andy Peters Goldstein Advisors LLC | 1,703 | $358,921.91 | $344,363.65 | -$14,558.26 | -4.06% |