| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 381,880 | $29.6M | $28.34M | -$1.26M | -4.25% |
Dave Reichert Echo45 Advisors LLC | 65,404 | $5.08M | $4.85M | -$230,870.32 | -4.54% |
| MWM Magnolia Wealth Management LLC Magnolia Wealth Management LLC | 716,770 | $54.78M | $53.16M | -$1.62M | -2.96% |
W. Travis McKinney HB Wealth Management LLC | 15,991 | $1.23M | $1.19M | -$43,119.73 | -3.51% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,978 | $616,957.8 | $592,007.49 | -$24,950.31 | -4.04% |
Michael Byun SageView Advisory Group LLC | 5,159 | $404,266.51 | $382,772 | -$21,494.51 | -5.32% |
Michael Topley Lansing Street Advisors | 234,976 | $18.37M | $17.45M | -$925,020.38 | -5.03% |
Timothy Gerlach Novem Group | 5,069 | $393,801.44 | $375,841 | -$17,960.44 | -4.56% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,701 | $518,858.43 | $497,281.21 | -$21,577.22 | -4.16% |
Edward Lowndes Angeles Wealth Management LLC | 917 | $70,523.26 | $68,036.81 | -$2,486.45 | -3.53% |
Janelle Anderson Grand Wealth Management LLC | 104,011 | $8.03M | $7.72M | -$316,044.46 | -3.93% |
Rachel Faulk Cape Investment Advisory Inc. | 2,674 | $207,988.92 | $198,437.54 | -$9,551.38 | -4.59% |
G. Andrew Quinn AJ Advisors LLC | 148,577 | $11.51M | $11.03M | -$481,353.21 | -4.18% |
Daniel Guy Ethos Financial Group LLC | 48,531 | $3.8M | $3.6M | -$200,140.5 | -5.27% |
Kellie Borror Daner Wealth Management LLC | 15,231 | $1.17M | $1.13M | -$39,888.38 | -3.41% |
Holly Skipper Verum Partners LLC | 1.07M | $82.35M | $79.28M | -$3.07M | -3.73% |
Bree Pate Olisti Co. Wealth LLC | 3,375 | $258,125.2 | $250,104.37 | -$8,020.83 | -3.11% |
Robin Sherwood HTG Investment Advisors Inc. | 45,998 | $3.55M | $3.41M | -$138,118.46 | -3.89% |
Bill Scoggins First Citizens Asset Management Inc. | 464,660 | $36.42M | $34.49M | -$1.93M | -5.3% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 792 | $62,078.24 | $58,762.44 | -$3,315.8 | -5.34% |