| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 27,821 | $2.51M | $2.34M | -$173,569.89 | -6.91% |
Daren Blonski Fermata Advisors LLC | 90,789 | $8.34M | $7.65M | -$692,050.53 | -8.3% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 16,734 | $2.44M | $1.41M | -$1.03M | -42.24% |
Kyle P. Smith NewEdge Wealth LLC | 22,771 | $2.08M | $1.92M | -$163,161.53 | -7.84% |
Mack, Connie Clarity Financial LLC | 143,376 | $14.26M | $12.08M | -$2.18M | -15.29% |
Ben Rothwell Keystone Financial Services | 5,582 | $528,338.36 | $470,171.86 | -$58,166.5 | -11.01% |
Alexandria Fry Dentgroup LLC | 6,685 | $606,887.91 | $563,077.55 | -$43,810.36 | -7.22% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,324 | $488,948.85 | $448,646.03 | -$40,302.82 | -8.24% |
Katie Smith Delos Wealth Advisors LLC | 18,435 | $1.62M | $1.55M | -$62,322.09 | -3.86% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 3,511 | $308,618.13 | $296,047.52 | -$12,570.61 | -4.07% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,307 | $225,508.65 | $194,399.35 | -$31,109.3 | -13.8% |
Kimberly Cappellano Private Wealth Asset Management LLC | 87 | $7,583 | $7,331.05 | -$251.95 | -3.32% |
| WB William Bromley Innova Wealth Partners | 17,211 | $1.49M | $1.45M | -$44,920.71 | -3.01% |
| TW Troy Winegarner Strong Tower Advisory Services | 207,051 | $18.03M | $17.42M | -$613,310.28 | -3.4% |
Brian Baylis Bell Investment Advisors Inc. | 426,169 | $38.21M | $35.93M | -$2.28M | -5.96% |
| KC Kasey Cook Maripau Wealth Management LLC | 3,724 | $330,281.56 | $313,802.86 | -$16,478.7 | -4.99% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,051 | $357,500.75 | $341,722.1 | -$15,778.65 | -4.41% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,772 | $175,215.36 | $149,769.44 | -$25,445.92 | -14.52% |
| AB Andrew Blass Atlantic Private Wealth LLC | 87 | $8,475.93 | $7,331.05 | -$1,144.88 | -13.51% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 4,386 | $391,976.96 | $369,586.29 | -$22,390.67 | -5.71% |