| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 1,553 | $92,729.63 | $92,683.04 | -$46.59 | -0.05% |
Jeff Ameen Spire Wealth Management | 2,022 | $142,005.48 | $122,634.3 | -$19,371.18 | -13.64% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 11,911 | $705,012 | $719,781.73 | $14,769.73 | 2.09% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,368 | $620,393.53 | $565,546.16 | -$54,847.37 | -8.84% |
| YL Yosef Levy Y.D. More Investments Ltd. | 16,804 | $700,471.06 | $1.03M | $328,101.78 | 46.84% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 20,690 | $1.31M | $1.27M | -$41,171.87 | -3.14% |
Sima Elimelech Activest Wealth Management | 6,944 | $491,156.12 | $414,417.92 | -$76,738.2 | -15.62% |
| KC Kasey Cook Maripau Wealth Management LLC | 5,653 | $387,035.65 | $349,751.11 | -$37,284.54 | -9.63% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 42 | $2,507.82 | $2,547.3 | $39.48 | 1.57% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 57,824 | $3.9M | $3.55M | -$349,818.8 | -8.97% |
Bobby Adusumilli SJS Investment Consulting Inc. | 82 | $5,786.62 | $4,973.3 | -$813.32 | -14.06% |
Ryan Charles Stout Theory Financial LLC | 24,468 | $1.67M | $1.48M | -$191,682.47 | -11.47% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 89,824 | $5.54M | $5.45M | -$90,285.44 | -1.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18,492 | $1.27M | $1.1M | -$162,497.51 | -12.83% |
Timothy J. Landolt Endowment Wealth Management Inc. | 16,060 | $958,942.6 | $995,639.7 | $36,697.1 | 3.83% |
| RS Radon Stancil POM Investment Strategies LLC | 933 | $56,213 | $57,202.23 | $989.23 | 1.76% |
Taylor Jobe MKT Advisors LLC | 10,023 | $664,848.72 | $620,022.78 | -$44,825.94 | -6.74% |
| HGL Herbst Group LLC Herbst Group LLC | 36,291 | $1.73M | $2.19M | $461,470.47 | 26.63% |
Caroline Jankowski Operose Advisors LLC | 79 | $4,717.09 | $4,836.38 | $119.29 | 2.53% |
Stefan Demuth Ameliora Wealth Management Ltd. | 85,039 | $5.67M | $5.22M | -$449,399.96 | -7.92% |