| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Magnolia Wealth Management LLC Magnolia Wealth Management LLC | 716,770 | $54.78M | $54.36M | -$419,664.98 | -0.77% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,978 | $616,957.8 | $605,106.57 | -$11,851.23 | -1.92% |
Michael Byun SageView Advisory Group LLC | 5,159 | $404,266.51 | $391,932.84 | -$12,333.67 | -3.05% |
Michael Topley Lansing Street Advisors | 234,976 | $18.37M | $17.82M | -$550,962.09 | -3% |
Timothy Gerlach Novem Group | 5,069 | $393,801.44 | $384,467.94 | -$9,333.5 | -2.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,701 | $518,858.43 | $508,250.08 | -$10,608.35 | -2.04% |
Edward Lowndes Angeles Wealth Management LLC | 917 | $70,523.26 | $69,551.61 | -$971.65 | -1.38% |
Janelle Anderson Grand Wealth Management LLC | 104,011 | $8.03M | $7.89M | -$144,946.36 | -1.8% |
Rachel Faulk Cape Investment Advisory Inc. | 2,974 | $231,262.98 | $225,568.68 | -$5,694.3 | -2.46% |
G. Andrew Quinn AJ Advisors LLC | 148,577 | $11.51M | $11.27M | -$241,861.94 | -2.1% |
Daniel Guy Ethos Financial Group LLC | 48,531 | $3.8M | $3.68M | -$119,972.14 | -3.16% |
Kellie Borror Daner Wealth Management LLC | 15,231 | $1.17M | $1.16M | -$14,033.75 | -1.2% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 100,511 | $7.8M | $7.62M | -$172,665.21 | -2.21% |
Holly Skipper Verum Partners LLC | 1.07M | $82.35M | $80.93M | -$1.42M | -1.73% |
Bree Pate Olisti Co. Wealth LLC | 2,286 | $177,952.86 | $173,386.01 | -$4,566.85 | -2.57% |
Robin Sherwood HTG Investment Advisors Inc. | 45,998 | $3.55M | $3.49M | -$63,744.29 | -1.79% |
Bill Scoggins First Citizens Asset Management Inc. | 464,660 | $36.42M | $35.24M | -$1.17M | -3.22% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 792 | $62,078.24 | $60,070.74 | -$2,007.5 | -3.23% |
Kurt Ahrens Mendota Financial Group LLC | 108,705 | $8.43M | $8.24M | -$180,793.57 | -2.15% |
Darren Tapley New England Capital Financial Advisors LLC | 632,969 | $49.01M | $48.01M | -$997,586.31 | -2.04% |