| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CG Cody Gehman Stonebridge Financial Group, LLC | 4,062 | $616,541.29 | $578,997.48 | -$37,543.81 | -6.09% |
| CB Curtis Burkholder Bare Financial Services, Inc | 140 | $19,085.53 | $19,955.6 | $870.07 | 4.56% |
| KS Kevin Stillman Evernest Financial Advisors, LLC | 1,204 | $204,740.2 | $171,618.16 | -$33,122.04 | -16.18% |
| JS Joshua Stipcich Tidemark, LLC | 941 | $158,458.51 | $134,130.14 | -$24,328.37 | -15.35% |
| RCA Rob C. Alston Jr Quadcap Wealth Management, LLC | 5,040 | $846,940.44 | $718,401.6 | -$128,538.84 | -15.18% |
| AB Andrea Butler Sequent Planning LLC | 21,750 | $3.8M | $3.1M | -$703,891.39 | -18.5% |
| JD Jaran Day OPINICUS CAPITAL, INC. | 5,562 | $781,407.64 | $792,807.48 | $11,399.84 | 1.46% |
| MP Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 2,639 | $439,194.56 | $376,163.06 | -$63,031.5 | -14.35% |
| WCL Wynn Capital LLC Wynn Capital, LLC | 8,790 | $1.39M | $1.25M | -$132,262.41 | -9.55% |
| RD Rob Dainard Hara Capital LLC | 1,916 | $254,254.56 | $273,106.64 | $18,852.08 | 7.41% |
| KT KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 432 | $62,552.17 | $61,577.28 | -$974.89 | -1.56% |
| JS Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 1,350 | $209,615 | $192,429 | -$17,186 | -8.2% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 1,400 | $217,406 | $199,556 | -$17,850 | -8.21% |
| CC Christy Clarin Portfolio Design Labs, LLC | 9,969 | $1.42M | $1.42M | $3,480.57 | 0.25% |
| CB Christopher Bradford PFC CAPITAL GROUP, INC. | 18,651 | $3.17M | $2.66M | -$510,962.45 | -16.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,155 | $3.39M | $3.02M | -$369,722.53 | -10.92% |
| CS Craig Silberg EVERPAR ADVISORS LLC | 4,769 | $739,893.17 | $679,773.26 | -$60,119.91 | -8.12% |
| PMS PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 7,226 | $1.22M | $1.03M | -$191,926.84 | -15.71% |
| DWS Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 2,667 | $414,123 | $380,154.18 | -$33,968.82 | -8.2% |
| MS Matthew Stead Sachetta, LLC | 370 | $62,933.27 | $52,739.8 | -$10,193.47 | -16.2% |