| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Steele Silverlake Wealth Management LLC | 20,410 | $503,311 | $486,676.45 | -$16,634.55 | -3.31% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 9,421 | $233,740.79 | $225,209 | -$8,531.79 | -3.65% |
Matthew T. Miler MilWealth Group LLC | 77,302 | $1.92M | $1.85M | -$73,876.03 | -3.85% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 67,169 | $1.68M | $1.6M | -$78,403.46 | -4.66% |
Brian Glas Noble Family Wealth, LLC | 15,997 | $403,361.03 | $381,889.98 | -$21,471.05 | -5.32% |
Courtney Holt Compound Planning, Inc. | 61,871 | $1.54M | $1.48M | -$57,819.46 | -3.77% |
Katherine Stoner Empower Advisory Group, LLC | 28,405 | $694,704.63 | $677,885.32 | -$16,819.31 | -2.42% |
| DT Derek Tinnin Altiora Financial Group, LLC | 687,514 | $16.96M | $16.41M | -$545,873.53 | -3.22% |
| MRC Martin R. Curiel MYECFO, LLC | 253,261 | $6.28M | $6.05M | -$232,677.65 | -3.7% |
John Hayes LongView Wealth Management | 13,520 | $336,136.93 | $323,060.4 | -$13,076.53 | -3.89% |
Bradley Harsch Strategic Advocates LLC | 11,033 | $274,266.01 | $263,302.54 | -$10,963.47 | -4% |
Denise Reinert CGC Financial Services, LLC | 8,680 | $214,049 | $206,974.6 | -$7,074.4 | -3.31% |
Christopher C. Powers Farther Finance Advisors, LLC | 149,453 | $3.71M | $3.55M | -$159,564.87 | -4.3% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 20,256 | $501,772.48 | $483,711.25 | -$18,061.23 | -3.6% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 151,051 | $3.73M | $3.61M | -$126,498.76 | -3.39% |
James Rankin Modern Wealth Management, LLC | 9,131 | $227,033.41 | $218,002.62 | -$9,030.79 | -3.98% |
David Vollmer PFS Partners, LLC | 2,953 | $74,209 | $70,473.34 | -$3,735.66 | -5.03% |
Amir Har-El Savvy Advisors, Inc. | 379,058 | $9.48M | $9.05M | -$425,042.26 | -4.49% |
One Degree Advisors Inc. One Degree Advisors Inc | 379,789 | $9.52M | $9.07M | -$447,172.6 | -4.7% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,616 | $139,371.51 | $133,380 | -$5,991.51 | -4.3% |