| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 37,184 | $1.72M | $1.67M | -$52,795.45 | -3.06% |
Austin Private Wealth Austin Private Wealth LLC | 499,775 | $23.15M | $22.45M | -$695,957.37 | -3.01% |
| YA Yinka Akinsola Blue Trust Inc. | 980 | $45,481.8 | $44,036.3 | -$1,445.5 | -3.18% |
Jeff Ameen Spire Wealth Management | 2,025 | $93,795.81 | $90,760.5 | -$3,035.31 | -3.24% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,231 | $1.52M | $1.49M | -$30,738.68 | -2.02% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 37,312 | $1.72M | $1.67M | -$46,975.54 | -2.73% |
| KC Kasey Cook Maripau Wealth Management LLC | 13,137 | $606,385.02 | $590,376.78 | -$16,008.24 | -2.64% |
Alexander Eichhorn Tanager Wealth Management LLP | 13,124 | $635,332.84 | $589,792.56 | -$45,540.28 | -7.17% |
| RCS Ryan Charles Stout Theory Financial LLC | 89,028 | $4.13M | $4M | -$123,014.24 | -2.98% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,080 | $96,107.46 | $93,506.4 | -$2,601.06 | -2.71% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 47 | $2,169.52 | $2,112.88 | -$56.64 | -2.61% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 13,296 | $616,357.55 | $595,261.92 | -$21,095.63 | -3.42% |
Michael Byun SageView Advisory Group LLC | 934 | $43,170 | $41,829.19 | -$1,340.81 | -3.11% |
Brian Levy West Wealth Group LLC | 86,342 | $4.01M | $3.87M | -$145,137.05 | -3.62% |
Mark Fiskio Empirical Asset Management LLC | 11,678 | $539,501.34 | $522,999.23 | -$16,502.11 | -3.06% |
| ED Eric Dahm Range Financial Group LLC | 54,961 | $2.55M | $2.46M | -$83,075.87 | -3.26% |
| VC Vito Collacuro Sutton Place Investors LLC | 26,823 | $1.24M | $1.2M | -$40,216.22 | -3.24% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 37,975 | $1.76M | $1.7M | -$56,925.98 | -3.24% |
| FIL FWG Investments LLC FWG Investments LLC | 6,797 | $313,618.76 | $304,607.55 | -$9,011.21 | -2.87% |
Jill Grimes Centurion Wealth Management LLC | 27,197 | $1.25M | $1.22M | -$30,291.26 | -2.43% |