| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWL Atlas Wealth LLC Atlas Wealth LLC | 14,297 | $564,303 | $554,151.72 | -$10,151.28 | -1.8% |
Moises Valladares Insigneo Advisory Services LLC | 6,233 | $250,878.25 | $242,089.72 | -$8,788.53 | -3.5% |
Philip Rc Dudley Dudley Capital Management LLC | 16,265 | $651,251.24 | $630,431.4 | -$20,819.84 | -3.2% |
Jill Batley Gateway Wealth Partners LLC | 14,483 | $578,904.32 | $561,361.08 | -$17,543.24 | -3.03% |
| PIL PFG Investments LLC PFG Investments LLC | 26,959 | $1.09M | $1.04M | -$46,889.46 | -4.29% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 7,138 | $289,555.88 | $276,668.88 | -$12,887 | -4.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 21,070 | $842,250.7 | $816,673.2 | -$25,577.5 | -3.04% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 279,962 | $11.22M | $10.85M | -$371,758.64 | -3.31% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,600 | $75,536 | $62,016 | -$13,520 | -17.9% |
| AK Alisha Kamadia United Community Bank | 1,000 | $39,730 | $38,800 | -$930 | -2.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 648,377 | $25.87M | $25.13M | -$737,466.8 | -2.85% |
Derek Ripp Austin Wealth Management, LLC | 253,097 | $10.04M | $9.81M | -$228,589.83 | -2.28% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 149,889 | $5.99M | $5.81M | -$182,099.58 | -3.04% |
Joshua Stipcich Tidemark, LLC | 921 | $37,073.44 | $35,762.43 | -$1,311.01 | -3.54% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 81,106 | $3.28M | $3.15M | -$133,799.37 | -4.08% |
Matthew Stead Sachetta, LLC | 16,492 | $662,217.66 | $639,229.92 | -$22,987.74 | -3.47% |
Christopher Griffith Stablepoint Partners, LLC | 219,753 | $8.73M | $8.52M | -$211,049.08 | -2.42% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 59,534 | $2.36M | $2.31M | -$46,915.02 | -1.99% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 84,336 | $3.38M | $3.27M | -$112,496.75 | -3.33% |
Kayla Tweedy JBR Co Financial Management Inc | 13,767 | $543,383 | $533,608.92 | -$9,774.08 | -1.8% |