| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 38,810 | $3.99M | $3.9M | -$94,460.33 | -2.37% |
Ryan Sanford Elevation Capital Advisory LLC | 8,815 | $911,735.45 | $884,981.92 | -$26,753.53 | -2.93% |
Joseph Castro Nuveen LLC | 3,584 | $366,142 | $359,224.32 | -$6,917.68 | -1.89% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 35,166 | $3.54M | $3.53M | -$10,034.52 | -0.28% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 9,656 | $962,657 | $970,186.6 | $7,529.6 | 0.78% |
Hannah Tackett Penobscot Wealth Management | 101,813 | $10.51M | $10.22M | -$290,980.41 | -2.77% |
S. Hardy Taylor Heritage Investment Group Inc. | 19,415 | $1.92M | $1.95M | $32,784.39 | 1.71% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 2,686 | $262,435.65 | $269,956.43 | $7,520.78 | 2.87% |
Kevin B. Crawford JB Capital LLC | 4,490 | $458,698.4 | $451,102.67 | -$7,595.73 | -1.66% |
Richard Slavik Newbridge Financial Services Group Inc. | 639 | $63,535.77 | $64,046.97 | $511.2 | 0.8% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 22,063 | $2.25M | $2.22M | -$37,504.02 | -1.66% |
Brian Baylis Bell Investment Advisors Inc. | 19,061 | $1.93M | $1.91M | -$16,881.57 | -0.87% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 62 | $6,366.89 | $6,214.26 | -$152.63 | -2.4% |
Andrew Endelman Independent Wealth Network Inc. | 25,568 | $2.57M | $2.57M | -$1,160.25 | -0.05% |
Alexander Eichhorn Tanager Wealth Management LLP | 2,463 | $254,309.94 | $247,605.39 | -$6,704.55 | -2.64% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 44,123 | $4.39M | $4.43M | $35,379.93 | 0.81% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 9,270 | $953,199.14 | $931,681.35 | -$21,517.79 | -2.26% |
| DC Donie Carlson DMC Group LLC | 27,488 | $2.77M | $2.76M | -$11,434.8 | -0.41% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 147,846 | $15.25M | $14.86M | -$391,143.07 | -2.56% |
Ryan Charles Stout Theory Financial LLC | 2,452 | $250,496.32 | $246,217.58 | -$4,278.74 | -1.71% |