| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 1,333 | $26,163.77 | $23,220.86 | -$2,942.91 | -11.25% |
Alisha Arvold Christopher J. Hasenberg, Inc | 35 | $689 | $609 | -$80 | -11.61% |
Christopher C. Powers Farther Finance Advisors, LLC | 38,772 | $728,519.06 | $667,653.84 | -$60,865.22 | -8.35% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 46,730 | $906,797.31 | $812,868.35 | -$93,928.96 | -10.36% |
James Rankin Modern Wealth Management, LLC | 1.09M | $20.33M | $18.92M | -$1.41M | -6.93% |
Derek Ripp Austin Wealth Management, LLC | 46,459 | $876,340.01 | $806,992.83 | -$69,347.18 | -7.91% |
Amir Har-El Savvy Advisors, Inc. | 21,703 | $399,524.57 | $377,306.65 | -$22,217.92 | -5.56% |
David W. Lewis Lewis Asset Management, LLC | 14,057 | $275,593.25 | $244,029.52 | -$31,563.73 | -11.45% |
Joshua Stipcich Tidemark, LLC | 6,425 | $126,444 | $111,441.62 | -$15,002.38 | -11.86% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,634 | $30,768.11 | $28,341.73 | -$2,426.38 | -7.89% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 13,748 | $275,152.98 | $236,534.34 | -$38,618.64 | -14.04% |
Michael Herman Apollon Financial, LLC | 35,269 | $688,100.31 | $610,506.39 | -$77,593.92 | -11.28% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 12,175 | $252,991.35 | $212,088.5 | -$40,902.85 | -16.17% |
Tammy Trenta FF Advisors,LLC | 132,940 | $2.58M | $2.31M | -$270,235.95 | -10.48% |
Sean Rooney Prospect Financial Services LLC | 20,255 | $389,609.57 | $352,740.82 | -$36,868.75 | -9.46% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 200 | $3,680 | $3,483 | -$197 | -5.35% |
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 2,712 | $49,901 | $46,944.72 | -$2,956.28 | -5.92% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 3.28M | $60.42M | $56.62M | -$3.79M | -6.28% |
Bradley Wilson Crews Bank & Trust | 121,730 | $2.37M | $2.11M | -$262,120.58 | -11.07% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 33,958 | $662,411.05 | $590,020.25 | -$72,390.8 | -10.93% |