| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 750,650 | $8.76M | $7.72M | -$1.04M | -11.91% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 17,385 | $252,722.87 | $180,804 | -$71,918.87 | -28.46% |
Jennifer Carlson Gould Capital LLC | 28,689 | $462,179.79 | $299,082.82 | -$163,096.97 | -35.29% |
Lindsey Seagraves Carson Advisory Inc. | 10,115 | $102,690.55 | $105,347.72 | $2,657.17 | 2.59% |
Penny A. Phillips Journey Strategic Wealth LLC | 23,895 | $271,261.17 | $249,172.28 | -$22,088.89 | -8.14% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 10,293 | $120,325.03 | $106,995.73 | -$13,329.3 | -11.08% |
Craig Johnsen Fortitude Advisory Group LLC | 35,591 | $528,967.65 | $367,299.12 | -$161,668.53 | -30.56% |
Rodrigo Diaz Plan Group Financial LLC | 13,410 | $151,398 | $139,799.25 | -$11,598.75 | -7.66% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,165 | $38,051.37 | $32,963.47 | -$5,087.9 | -13.37% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 24,465 | $285,836.47 | $254,656.18 | -$31,180.29 | -10.91% |
Amy Ardeel Icon Wealth Advisors LLC | 12,246 | $145,915.32 | $127,174.71 | -$18,740.61 | -12.84% |
Jeffrey Hanson Breakwater Capital Group | 119,899 | $1.41M | $1.25M | -$160,714.46 | -11.43% |
Jesse Haller Compass Financial Group Inc./SD | 14,851 | $174,793.35 | $153,410.83 | -$21,382.52 | -12.23% |
Moises Valladares Insigneo Advisory Services LLC | 27,355 | $313,957.7 | $284,081.67 | -$29,876.03 | -9.52% |
Jeffrey Steele Silverlake Wealth Management LLC | 83,449 | $975,120.67 | $866,617.86 | -$108,502.81 | -11.13% |
| PIL PFG Investments LLC PFG Investments LLC | 37,796 | $460,441.51 | $388,542.88 | -$71,898.63 | -15.62% |
John Shanley Aspect Partners, LLC | 941 | $10,624 | $9,753.46 | -$870.54 | -8.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 29,902 | $358,513.01 | $302,907.26 | -$55,605.75 | -15.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 27,493 | $333,215 | $283,727.76 | -$49,487.24 | -14.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 86,288 | $1.02M | $890,492.16 | -$126,595.31 | -12.45% |