| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 8,316 | $905,912.36 | $873,845.28 | -$32,067.08 | -3.54% |
Lydia Moore MRP Capital Investments LLC | 745 | $101,252.82 | $77,822.7 | -$23,430.12 | -23.14% |
Neil Christ Oak Hill Wealth Advisors LLC | 14,246 | $1.61M | $1.5M | -$115,557.32 | -7.17% |
David Bach River Street Advisors LLC | 12,401 | $1.38M | $1.3M | -$83,922.64 | -6.06% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 4,837 | $540,510.21 | $507,449.67 | -$33,060.54 | -6.12% |
Moises Valladares Insigneo Advisory Services LLC | 12,990 | $1.46M | $1.36M | -$100,063.26 | -6.84% |
John Canning Mi LLCreek Capital Advisors LLC | 2,336 | $292,677.39 | $243,855.04 | -$48,822.35 | -16.68% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,428 | $382,134.72 | $360,248.52 | -$21,886.2 | -5.73% |
Scott Highmark Mosaic Family Wealth Partners LLC | 14,844 | $1.43M | $1.56M | $126,251.94 | 8.83% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 11,236 | $1.23M | $1.17M | -$53,156.74 | -4.33% |
Jeffrey Rosenthal Viawealth LLC | 6,779 | $615,168 | $709,964.67 | $94,796.67 | 15.41% |
| SL Sarah Ludden Clifford Group LLC | 4,621 | $498,691.63 | $483,680.07 | -$15,011.56 | -3.01% |
Andrew Lewis Genesis Private Wealth LLC | 2,987 | $334,391.58 | $314,023.31 | -$20,368.27 | -6.09% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 533 | $58,517.92 | $55,629.21 | -$2,888.71 | -4.94% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 24,909 | $3.12M | $2.61M | -$512,129.59 | -16.41% |
Richard W. Lowrie Park Edge Advisors LLC | 4,088 | $444,054.87 | $428,565.48 | -$15,489.39 | -3.49% |
David Smith Linden Thomas Advisory Services LLC | 48,804 | $5.71M | $5.11M | -$603,034.62 | -10.56% |
Ira Ravitz Beverly Hills Private Wealth LLC | 4,153 | $468,110.92 | $433,490.14 | -$34,620.78 | -7.4% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 6,985 | $722,556.98 | $730,316.67 | $7,759.69 | 1.07% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 19,435 | $2.56M | $2.04M | -$521,463.61 | -20.39% |