| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 105,195 | $6.16M | $6.06M | -$96,724.73 | -1.57% |
Patrick O'Connell Security Financial Services Inc. | 41,961 | $2.45M | $2.42M | -$28,944.82 | -1.18% |
Ed West Values First Advisors Inc. | 4,459 | $261,329.87 | $257,172.82 | -$4,157.05 | -1.59% |
Jason DeBerry BancFirst Trust & Investment Management | 9,541 | $560,090.42 | $549,775.32 | -$10,315.1 | -1.84% |
Michael Byun SageView Advisory Group LLC | 3,807 | $221,556 | $219,454.51 | -$2,101.49 | -0.95% |
Adam Grossman Mayport LLC | 1.28M | $75.34M | $73.88M | -$1.46M | -1.93% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,826 | $277,791 | $278,098.25 | $307.25 | 0.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,716 | $1.72M | $1.71M | -$7,482.7 | -0.44% |
Craig Johnsen Fortitude Advisory Group LLC | 7,422 | $431,154 | $427,655.64 | -$3,498.36 | -0.81% |
Jeffrey Gilbert Balboa Wealth Partners | 31,127 | $1.83M | $1.79M | -$34,153.92 | -1.87% |
Edward Lowndes Angeles Wealth Management LLC | 1,268 | $73,797.6 | $73,093.86 | -$703.74 | -0.95% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1.06M | $61.96M | $61.1M | -$860,694.83 | -1.39% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 13,793 | $807,442.38 | $794,821.62 | -$12,620.76 | -1.56% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 130 | $7,634.9 | $7,493.85 | -$141.05 | -1.85% |
William Cantus Pacific Sage Partners LLC | 699,446 | $40.85M | $40.31M | -$541,563.74 | -1.33% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 592,890 | $34.66M | $34.17M | -$493,841.87 | -1.42% |
CJ Harrison DecisionPoint Financial LLC | 4,350 | $254,855.47 | $250,647 | -$4,208.47 | -1.65% |
Brook Hart Presilium Private Wealth LLC | 1.12M | $65.47M | $64.73M | -$744,808.38 | -1.14% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 8,518 | $493,008.44 | $490,849.75 | -$2,158.69 | -0.44% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 7,840 | $461,340.08 | $451,858.4 | -$9,481.68 | -2.06% |