| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul L. Moffat Arista Wealth Management LLC | 467,858 | $27.45M | $27.3M | -$146,373.94 | -0.53% |
| THL Team Hewins LLC Team Hewins LLC | 17,690 | $1.06M | $1.03M | -$25,746.33 | -2.43% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 10,523 | $626,640.72 | $614,017.05 | -$12,623.67 | -2.01% |
Lydia Moore MRP Capital Investments LLC | 311 | $18,639 | $18,168.62 | -$470.38 | -2.52% |
David Bach River Street Advisors LLC | 4,059 | $242,768.86 | $236,842.65 | -$5,926.21 | -2.44% |
| NH Nathaniel Holden Core Wealth Partners LLC | 6,561 | $389,730.82 | $382,834.35 | -$6,896.47 | -1.77% |
Scott Highmark Mosaic Family Wealth Partners LLC | 4,582 | $270,246 | $267,359.7 | -$2,886.3 | -1.07% |
Stephen K. Hassell Hassell Wealth Management LLC | 313,156 | $18.6M | $18.27M | -$325,595.18 | -1.75% |
| CJ Carl Jurgens Walker Financial Services Inc. | 40,236 | $2.37M | $2.35M | -$26,250.39 | -1.11% |
Andrew Lewis Genesis Private Wealth LLC | 67,887 | $3.96M | $3.96M | $3,685.19 | 0.09% |
Ira Ravitz Beverly Hills Private Wealth LLC | 236,197 | $14.02M | $13.8M | -$216,906.17 | -1.55% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 15,944 | $955,516.16 | $930,332.4 | -$25,183.76 | -2.64% |
Kevin Kroskey True Wealth Design LLC | 585 | $34,361.13 | $34,134.75 | -$226.38 | -0.66% |
Jill Batley Gateway Wealth Partners LLC | 5,586 | $333,969.7 | $325,943.1 | -$8,026.6 | -2.4% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 144,895 | $8.64M | $8.46M | -$187,014.85 | -2.16% |
Benjamin Cannon Tillman Hartley LLC | 155,710 | $9.24M | $9.09M | -$151,847.15 | -1.64% |
Pavin White 25 LLC | 455,811 | $27.1M | $26.6M | -$505,611.98 | -1.87% |
| FFM Flagstone Financial Management Flagstone Financial Management | 10,612 | $620,741.81 | $619,210.2 | -$1,531.61 | -0.25% |
Lison Couture iA Global Asset Management Inc. | 54,408 | $3.21M | $3.17M | -$34,277.04 | -1.07% |
Matthew T. Miler MilWealth Group LLC | 635,361 | $41.12M | $37.07M | -$4.05M | -9.85% |