| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley W. Clark Paladin Advisory Group LLC | 19,871 | $2.03M | $2M | -$33,085.22 | -1.63% |
Matthew Liebman Amplius Wealth Advisors LLC | 200,597 | $20.72M | $20.16M | -$558,746.09 | -2.7% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,842 | $1.31M | $1.29M | -$19,661.3 | -1.5% |
Jonathan Davison Austin Asset Management Co. Inc. | 356,912 | $37.09M | $35.84M | -$1.25M | -3.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,242 | $125,665.95 | $124,485.66 | -$1,180.29 | -0.94% |
Matthew B. Boersen Straight Path Wealth Management | 70,819 | $7.29M | $7.12M | -$170,097.07 | -2.33% |
Brandon Collier Collier Financial | 8,814 | $909,248.73 | $886,071.42 | -$23,177.31 | -2.55% |
William Reid Culp III TAGStone Capital Inc. | 13,781 | $1.4M | $1.39M | -$11,441.33 | -0.82% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 4,526 | $463,417.14 | $454,410.4 | -$9,006.74 | -1.94% |
Dominic Corabi Wedmont Private Capital | 6,432 | $658,395.38 | $645,837.12 | -$12,558.26 | -1.91% |
Taylor Jobe MKT Advisors LLC | 2,540 | $259,486.4 | $255,346.2 | -$4,140.2 | -1.6% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 19 | $1,955.29 | $1,909.69 | -$45.6 | -2.33% |
Jason Whitby Stone Summit Wealth LLC | 53,609 | $5.52M | $5.39M | -$126,788.53 | -2.3% |
Katherine Saltonstall Sandy Cove Advisors LLC | 2,299 | $234,865.84 | $231,106.97 | -$3,758.87 | -1.6% |
David Lutz LifeGuide Financial Advisors LLC | 25,490 | $2.51M | $2.56M | $44,136.54 | 1.76% |
Dave Reichert Echo45 Advisors LLC | 37,882 | $3.78M | $3.8M | $19,933.08 | 0.53% |
Ryan Gough Perfromance Wealth Partners LLC | 54,213 | $5.35M | $5.45M | $102,799.92 | 1.92% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,945 | $191,377.5 | $195,501.67 | $4,124.17 | 2.15% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 74,752 | $7.73M | $7.5M | -$228,367.36 | -2.95% |
Brian Ramsay Wealthspan Partners LLC | 49,432 | $5.06M | $4.97M | -$97,444.19 | -1.92% |