| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,868 | $538,849.48 | $372,467.16 | -$166,382.32 | -30.88% |
William Jeffrey Draper Strategic Planning Group LLC | 23,515 | $4.31M | $3.05M | -$1.26M | -29.16% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 5,237 | $537,421.72 | $680,129.19 | $142,707.47 | 26.55% |
Spencer Rand Five Oceans Advisors | 4,929 | $567,970.21 | $640,129.23 | $72,159.02 | 12.7% |
S. Hardy Taylor Heritage Investment Group Inc. | 7,186 | $693,101.58 | $933,245.82 | $240,144.24 | 34.65% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,952 | $341,050.82 | $253,506.24 | -$87,544.58 | -25.67% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 19,604 | $3.1M | $2.55M | -$549,197.48 | -17.74% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 1,546 | $227,378.3 | $200,779.02 | -$26,599.28 | -11.7% |
Katie Smith Delos Wealth Advisors LLC | 2,570 | $365,204.1 | $386,373.8 | $21,169.7 | 5.8% |
Justin Ericksen Blue Barn Wealth LLC | 1,126 | $172,642.56 | $146,233.62 | -$26,408.94 | -15.3% |
Richard Slavik Newbridge Financial Services Group Inc. | 59,029 | $9.56M | $8.87M | -$681,973.53 | -7.14% |
| BO Brian Oliveira Clear Street Group Inc. | 343,708 | $72.73M | $52.68M | -$20.05M | -27.57% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 655 | $65,748.38 | $85,064.85 | $19,316.47 | 29.38% |
Kurt Van Dyken Lifeworks Advisors LLC | 42,942 | $5.77M | $6.46M | $684,836.73 | 11.87% |
Kimberly Cappellano Private Wealth Asset Management LLC | 4,409 | $710,209.49 | $641,421.32 | -$68,788.17 | -9.69% |
Sima Elimelech Activest Wealth Management | 843 | $200,740.39 | $109,480.41 | -$91,259.98 | -45.46% |
Jodi Greenlund Financial Council LLC | 2,600 | $214,519 | $337,662 | $123,143 | 57.4% |
Eddie Wilcox Rollins Financial Advisors LLC | 2,194 | $391,329.19 | $284,934.78 | -$106,394.41 | -27.19% |
Christina Forster Pazienza Guardian Partners Inc. | 25,907 | $4.23M | $3.36M | -$861,926.05 | -20.39% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 6,499 | $948,836.68 | $844,025.13 | -$104,811.55 | -11.05% |