| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 7,961 | $825,702.99 | $748,493.22 | -$77,209.77 | -9.35% |
Daren Blonski Fermata Advisors LLC | 19,801 | $2.01M | $1.83M | -$179,568.88 | -8.92% |
| GAG Goodman Advisory Group LLC Goodman Advisory Group LLC | 59,660 | $6.09M | $5.61M | -$480,289.22 | -7.88% |
Ben Rothwell Keystone Financial Services | 70,324 | $7.2M | $6.54M | -$663,014.41 | -9.21% |
Alexandria Fry Dentgroup LLC | 2,781 | $282,561.29 | $261,525.24 | -$21,036.05 | -7.44% |
Dipen Mehta Invst LLC | 64,815 | $6.65M | $6.02M | -$629,456.16 | -9.46% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 45,718 | $4.59M | $4.3M | -$291,680.32 | -6.35% |
Joseph Castro Nuveen LLC | 5,557 | $557,645 | $516,523.15 | -$41,121.85 | -7.37% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 5,117 | $494,300.73 | $475,625.15 | -$18,675.58 | -3.78% |
Kevin B. Crawford JB Capital LLC | 371,123 | $38.09M | $34.35M | -$3.74M | -9.82% |
Richard Slavik Newbridge Financial Services Group Inc. | 68 | $6,768.72 | $6,320.6 | -$448.12 | -6.62% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,389 | $147,073.47 | $129,107.55 | -$17,965.92 | -12.22% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,880 | $397,054.33 | $360,646 | -$36,408.33 | -9.17% |
| KRB Kyle R. Bubeck Systelligence LLC | 34,459 | $3.66M | $3.24M | -$415,462.21 | -11.36% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 2,393 | $240,110 | $222,429.35 | -$17,680.65 | -7.36% |
| KC Kasey Cook Maripau Wealth Management LLC | 4,080 | $414,319.61 | $377,644.8 | -$36,674.81 | -8.85% |
Armand Doucette Surience Private Wealth LLC | 35,460 | $3.56M | $3.33M | -$224,639.1 | -6.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 13,680 | $1.4M | $1.27M | -$129,525.82 | -9.24% |
Candace Cavalier Congress Wealth Management LLC / DE / | 6,352 | $647,576.16 | $597,786.72 | -$49,789.44 | -7.69% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 7,736 | $792,607.93 | $727,802.88 | -$64,805.05 | -8.18% |