| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 874 | $363,260.62 | $362,185.59 | -$1,075.03 | -0.3% |
Michelle Dubey Yousif Capital Management LLC | 91,042 | $45.73M | $37.73M | -$8M | -17.5% |
Eric Becker Guardian Wealth Advisors LLC | 759 | $378,648.29 | $306,613.23 | -$72,035.06 | -19.02% |
Daren Blonski Fermata Advisors LLC | 693 | $288,031.59 | $287,179.19 | -$852.4 | -0.3% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 773 | $349,126.73 | $320,331.19 | -$28,795.54 | -8.25% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 1,927 | $622,678.04 | $798,548.78 | $175,870.74 | 28.24% |
Rajesh Chelapurath Ceera Investments LLC | 16,193 | $5.59M | $6.54M | $950,043.31 | 16.99% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 557 | $231,505.91 | $227,005.34 | -$4,500.57 | -1.94% |
Donna Rittershausen Koss-Olinger Consulting LLC | 898 | $460,258.22 | $365,539.88 | -$94,718.34 | -20.58% |
Jennifer Easley Gitterman Wealth Management LLC | 2,909 | $1.16M | $1.21M | $47,520.81 | 4.1% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 14,653 | $6.68M | $6.07M | -$606,560.09 | -9.08% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 21 | $7,680.85 | $8,548.26 | $867.41 | 11.29% |
Kyle P. Smith NewEdge Wealth LLC | 42,490 | $19.14M | $17.3M | -$1.85M | -9.65% |
John Ledford FWG Holdings LLC | 1,538 | $639,238.94 | $617,983.78 | -$21,255.16 | -3.33% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 2,350 | $1.23M | $973,839.98 | -$256,801.78 | -20.87% |
Derek Batts Union Heritage Capital LLC | 3,692 | $1.57M | $1.48M | -$83,710.13 | -5.34% |
Jessica Clark Caerus Investment Advisors LLC | 1,640 | $620,305.44 | $658,968.4 | $38,662.96 | 6.23% |
Matt Hunter Heartland Bank & Trust Co. | 3,597 | $1.2M | $1.46M | $256,811.28 | 21.36% |
Dipen Mehta Invst LLC | 3,772 | $1.18M | $1.52M | $336,843.35 | 28.58% |
Matthew Fong Seldon Capita LLP | 687 | $285,537.81 | $276,043.47 | -$9,494.34 | -3.33% |