| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 285 | $8,278.21 | $8,180.92 | -$97.29 | -1.18% |
Kurt Van Dyken Lifeworks Advisors LLC | 7,989 | $232,067.89 | $229,324.24 | -$2,743.65 | -1.18% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 100,189 | $2.94M | $2.88M | -$59,273.36 | -2.02% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 12 | $351.36 | $344.4 | -$6.96 | -1.98% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 983,283 | $28.7M | $28.24M | -$457,387.67 | -1.59% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 11,414 | $330,762.28 | $327,810.08 | -$2,952.2 | -0.89% |
Ryan Charles Stout Theory Financial LLC | 15,037 | $438,072.46 | $431,637.08 | -$6,435.38 | -1.47% |
Ashish Sharma DGS Capital Management LLC | 285,655 | $8.57M | $8.2M | -$366,928.43 | -4.28% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 44,673 | $1.3M | $1.28M | -$17,413.32 | -1.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,407 | $215,455.46 | $212,284.62 | -$3,170.84 | -1.47% |
Brandon Collier Collier Financial | 3,024 | $87,731.83 | $86,864.4 | -$867.43 | -0.99% |
Bill Ryan Manhattan West Asset Management LLC | 309,991 | $9.02M | $8.9M | -$121,078.76 | -1.34% |
Candace Cavalier Congress Wealth Management LLC / DE / | 26,803 | $796,148.89 | $769,112.08 | -$27,036.81 | -3.4% |
Taylor Jobe MKT Advisors LLC | 203,633 | $5.94M | $5.85M | -$85,787.83 | -1.45% |
Matthew Watters Midwest Heritage Bank, FSB | 7,044 | $204,346.44 | $202,127.58 | -$2,218.86 | -1.09% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 106,100 | $3.07M | $3.05M | -$27,010.24 | -0.88% |
Ryan Fink Treasure Coast Financial Planning | 360,928 | $10.42M | $10.36M | -$62,639.22 | -0.6% |
Sue Cox BetterWealth LLC | 7,796 | $226,473.8 | $223,433.36 | -$3,040.44 | -1.34% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,174 | $298,982.14 | $291,909.36 | -$7,072.78 | -2.37% |
William Jollie Quent Capital LLC | 1.42M | $41.48M | $40.88M | -$600,486.51 | -1.45% |