| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 242,594 | $5.63M | $5.4M | -$226,134.1 | -4.02% |
Tina Tenret Tenret Co. LLC | 984,581 | $22.91M | $21.96M | -$949,908.71 | -4.15% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 726,046 | $16.71M | $16.16M | -$553,803.72 | -3.31% |
| KC Kasey Cook Maripau Wealth Management LLC | 36,446 | $835,613 | $813,110.26 | -$22,502.74 | -2.69% |
| MR Michael Ryan Whelan Financial | 9,357 | $253,314.38 | $208,614.31 | -$44,700.07 | -17.65% |
David Spratt Badgley Phelps Wealth Managers LLC | 21,638 | $495,157.53 | $481,899.9 | -$13,257.63 | -2.68% |
Ryan Charles Stout Theory Financial LLC | 988,119 | $23.43M | $22.03M | -$1.4M | -5.99% |
Marc Dacanay Geometric Wealth Advisors | 40,110 | $957,452.84 | $894,252.45 | -$63,200.39 | -6.6% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 60,233 | $1.39M | $1.34M | -$50,896.89 | -3.65% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,969 | $117,136.57 | $110,113.04 | -$7,023.53 | -6% |
Scott Ungar BlackDiamond Wealth Management LLC | 14,386 | $335,798.49 | $321,167.45 | -$14,631.04 | -4.36% |
Dominic Corabi Wedmont Private Capital | 19,610 | $437,683.05 | $437,204.95 | -$478.1 | -0.11% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,691 | $83,804.78 | $82,290.84 | -$1,513.94 | -1.81% |
Candace Cavalier Congress Wealth Management LLC / DE / | 596,702 | $13.88M | $13.31M | -$576,230.85 | -4.15% |
Kevin Siebert Atmos Advisory LLC | 437 | $11,055.84 | $9,738.54 | -$1,317.3 | -11.91% |
cullen roche Orcam Financial Group | 27,723 | $720,146.79 | $617,668.44 | -$102,478.35 | -14.23% |
| EM Eric Malden Shearwater Capital LLC | 31,168 | $730,825 | $695,046.4 | -$35,778.6 | -4.9% |
Kristie R. Furseth Bowman & Co S.C. | 17,396 | $392,772.87 | $387,669.86 | -$5,103.01 | -1.3% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 7,636 | $176,154.18 | $170,511.88 | -$5,642.3 | -3.2% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 290 | $6,783.86 | $6,461.95 | -$321.91 | -4.75% |