| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 15,230 | $626,556.68 | $611,027.6 | -$15,529.08 | -2.48% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 224,312 | $9.31M | $8.98M | -$329,834.03 | -3.54% |
Kyle P. Smith NewEdge Wealth LLC | 5,736 | $230,243.04 | $230,070.96 | -$172.08 | -0.07% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 461,725 | $18.92M | $18.52M | -$398,980.72 | -2.11% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,788 | $74,284.73 | $71,528.94 | -$2,755.79 | -3.71% |
Kurt Van Dyken Lifeworks Advisors LLC | 5,323 | $222,288.48 | $213,239.38 | -$9,049.1 | -4.07% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 366,035 | $14.8M | $14.68M | -$111,665.46 | -0.75% |
Bradley W. Clark Paladin Advisory Group LLC | 925 | $38,600.25 | $37,087.87 | -$1,512.38 | -3.92% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 282,644 | $11.66M | $11.34M | -$322,214.16 | -2.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 120 | $4,918.8 | $4,803.6 | -$115.2 | -2.34% |
Timothy J. Landolt Endowment Wealth Management Inc. | 7,696 | $326,949.14 | $308,725.04 | -$18,224.1 | -5.57% |
Candace Cavalier Congress Wealth Management LLC / DE / | 71,537 | $3M | $2.87M | -$131,628.08 | -4.39% |
Arlie W. Green Fortress Wealth Management Inc. | 72,833 | $3M | $2.92M | -$85,001.79 | -2.83% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 13,837 | $600,250.49 | $555,140.44 | -$45,110.05 | -7.52% |
Ana-Maria Ignat Covestor Ltd | 68 | $2,771.02 | $2,728.16 | -$42.86 | -1.55% |
Sean Reitenbach Prosperity Consulting Group LLC | 22,189 | $918,425.75 | $888,336.61 | -$30,089.14 | -3.28% |
James Langer Redmont Wealth Advisors LLC | 11,513 | $479,382.78 | $461,441.04 | -$17,941.74 | -3.74% |
W. Travis McKinney HB Wealth Management LLC | 7,218 | $289,746.77 | $289,586.16 | -$160.61 | -0.06% |
Jeremy Baltz Raleigh Capital Management Inc. | 61,072 | $2.57M | $2.44M | -$126,274.18 | -4.91% |
Missy Straw Nilsine Partners LLC | 86,593 | $3.6M | $3.47M | -$134,264.6 | -3.73% |