| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 7,748 | $224,614.52 | $168,983.88 | -$55,630.64 | -24.77% |
Cole Holmlund Alaethes Wealth LLC | 64,855 | $1.84M | $1.41M | -$424,633.15 | -23.09% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 611,913 | $12.51M | $13.35M | $837,896.08 | 6.7% |
Jason Kaplan Howard Capital Management Group LLC | 19,610 | $313,492.32 | $427,694.1 | $114,201.78 | 36.43% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 17,526 | $399,239.56 | $382,242.06 | -$16,997.5 | -4.26% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 10,306 | $197,313.66 | $224,773.86 | $27,460.2 | 13.92% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 28,451 | $781,719.76 | $620,516.31 | -$161,203.45 | -20.62% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 37 | $555.74 | $806.97 | $251.23 | 45.21% |
John Nowicki LCM Capital Management Inc. | 9,817 | $206,741.28 | $214,108.77 | $7,367.49 | 3.56% |
Kyle P. Smith NewEdge Wealth LLC | 93,399 | $2.38M | $2.04M | -$342,907.77 | -14.41% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 8,731 | $153,272.2 | $190,423.11 | $37,150.91 | 24.24% |
| CAL CSM Advisors LLC CSM Advisors LLC | 58,135 | $1.18M | $1.27M | $84,427.2 | 7.13% |
| EN Erica Nortman Capitol Family Office Inc. | 1,913 | $54,099.64 | $41,722.53 | -$12,377.11 | -22.88% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 1,358 | $38,404.24 | $29,617.98 | -$8,786.26 | -22.88% |
Carrie Delgott Wescott Financial Advisory Group LLC | 7,655 | $221,918.45 | $166,955.55 | -$54,962.9 | -24.77% |
Matt Hunter Heartland Bank & Trust Co. | 38,014 | $944,520.77 | $829,085.34 | -$115,435.43 | -12.22% |
| DM Dipen Mehta Invst LLC | 11,340 | $328,746.6 | $247,325.4 | -$81,421.2 | -24.77% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 11,080 | $321,209.2 | $241,654.8 | -$79,554.4 | -24.77% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 123,273 | $2.97M | $2.69M | -$279,220.47 | -9.41% |
Kasey Fegan Corsicana & Co. | 3,578 | $77,571.89 | $78,036.18 | $464.29 | 0.6% |