| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,751 | $663,685.66 | $629,984.49 | -$33,701.17 | -5.08% |
| JB Joel Blattner Avaii Wealth Management LLC | 5,863 | $457,710.42 | $424,246.68 | -$33,463.74 | -7.31% |
Nabeed Zaman Eagle Strategies LLC | 8,226 | $620,596.81 | $592,189.74 | -$28,407.07 | -4.58% |
| MWM Marion Wealth Management Marion Wealth Management | 88,051 | $6.95M | $6.34M | -$612,215.43 | -8.81% |
W. Travis McKinney HB Wealth Management LLC | 2,822 | $210,859.84 | $203,155.78 | -$7,704.06 | -3.65% |
| EM Erin Mccann Simplicity Wealth LLC | 24,404 | $1.84M | $1.76M | -$73,456.04 | -4% |
David T. Morgan High Net Worth Advisory Group LLC | 13,140 | $990,524.12 | $945,948.6 | -$44,575.52 | -4.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 11,817 | $937,829.99 | $850,705.83 | -$87,124.16 | -9.29% |
Ryan Cahill Cahill Wealth Management LLC | 3,200 | $242,272 | $230,368 | -$11,904 | -4.91% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 11,619 | $923,352.88 | $836,451.81 | -$86,901.07 | -9.41% |
Amna Ali Khan GDS Wealth Management | 951,292 | $72.66M | $68.35M | -$4.31M | -5.93% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 10,688 | $824,578.8 | $769,429.12 | -$55,149.68 | -6.69% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 20 | $1,517.14 | $1,439.8 | -$77.34 | -5.1% |
Brian Dechow SWAN Capital LLC | 293,502 | $22.62M | $21.09M | -$1.53M | -6.78% |
| RDL Rodrigo De La Garza Summa Corp. | 7,000 | $527,560 | $505,680 | -$21,880 | -4.15% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 9,756 | $759,295.92 | $702,334.44 | -$56,961.48 | -7.5% |
Scott Register Register Financial Advisors LLC | 161 | $12,257.41 | $11,590.39 | -$667.02 | -5.44% |
| TT Thaddeus Toal RCS Financial Planning LLC | 3,244 | $242,457.13 | $233,535.56 | -$8,921.57 | -3.68% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 14,808 | $1.11M | $1.07M | -$46,943.62 | -4.22% |
| SS Sasha Stewart Marmo Financial Group LLC | 103,011 | $7.86M | $7.42M | -$449,165.32 | -5.71% |