| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 85,111 | $6.46M | $5.93M | -$536,128.16 | -8.29% |
| WB William Bromley Innova Wealth Partners | 7,691 | $588,554.21 | $538,062.36 | -$50,491.85 | -8.58% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 503,759 | $40.19M | $35.25M | -$4.94M | -12.29% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,663 | $200,390.75 | $186,330.11 | -$14,060.64 | -7.02% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,720 | $357,692.45 | $325,963.19 | -$31,729.26 | -8.87% |
| JB Joel Blattner Avaii Wealth Management LLC | 6,231 | $483,352.66 | $435,983.07 | -$47,369.59 | -9.8% |
Nabeed Zaman Eagle Strategies LLC | 8,226 | $620,596.81 | $573,845.76 | -$46,751.05 | -7.53% |
| MWM Marion Wealth Management Marion Wealth Management | 88,051 | $6.95M | $6.17M | -$784,795.39 | -11.29% |
| EM Erin Mccann Simplicity Wealth LLC | 24,404 | $1.84M | $1.71M | -$128,975.14 | -7.02% |
David T. Morgan High Net Worth Advisory Group LLC | 13,140 | $990,524.12 | $919,011.6 | -$71,512.52 | -7.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,817 | $937,829.99 | $826,835.49 | -$110,994.5 | -11.84% |
Ryan Cahill Cahill Wealth Management LLC | 3,200 | $242,272 | $223,632 | -$18,640 | -7.69% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 11,619 | $923,352.88 | $814,491.9 | -$108,860.98 | -11.79% |
Amna Ali Khan GDS Wealth Management | 951,292 | $72.66M | $66.63M | -$6.03M | -8.3% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 10,688 | $824,578.8 | $745,594.88 | -$78,983.92 | -9.58% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 20 | $1,517.14 | $1,396.5 | -$120.64 | -7.95% |
Brian Dechow SWAN Capital LLC | 293,502 | $22.62M | $20.48M | -$2.14M | -9.48% |
| RDL Rodrigo De La Garza Summa Corp. | 7,000 | $527,560 | $490,175 | -$37,385 | -7.09% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 9,756 | $759,295.92 | $681,651.72 | -$77,644.2 | -10.23% |
Scott Register Register Financial Advisors LLC | 161 | $12,257.41 | $11,221.7 | -$1,035.71 | -8.45% |