| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Lawrence North Ridge Wealth Advisors Inc. | 286 | $28,437.72 | $27,302.85 | -$1,134.87 | -3.99% |
Jacqueline Washburn Vawter Financial Ltd. | 17,818 | $1.79M | $1.7M | -$86,587.22 | -4.85% |
Jacob Going Alpine Bank Wealth Management | 4,521 | $427,415 | $431,212.98 | $3,797.98 | 0.89% |
Brian Glas Noble Family Wealth, LLC | 4,475 | $445,021.55 | $426,937.37 | -$18,084.18 | -4.06% |
| MN Mark Neitzel M1 Capital Management LLC | 10,211 | $1.01M | $974,027.29 | -$35,468.2 | -3.51% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 44,903 | $4.42M | $4.28M | -$141,695.28 | -3.2% |
Gregory Bosch Strategies Wealth Advisors, LLC | 10,863 | $1.08M | $1.04M | -$42,953.53 | -3.97% |
Kris Kapoor Bakala Capital LLC | 17,184 | $1.68M | $1.64M | -$41,144.49 | -2.45% |
Brett Pohl Invera Wealth Advisors, LLC | 32,432 | $3.22M | $3.09M | -$125,872.07 | -3.91% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 8,694 | $868,241.76 | $828,060.03 | -$40,181.73 | -4.63% |
Alexandra Stickelman Root Financial Partners, LLC | 4,796 | $475,246.03 | $456,866.96 | -$18,379.07 | -3.87% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 4,952 | $482,436.25 | $471,876.08 | -$10,560.17 | -2.19% |
Able Financial Group LLC ABLE Financial Group, LLC | 5,391 | $541,966.02 | $514,732.68 | -$27,233.34 | -5.02% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 12,826 | $1.27M | $1.22M | -$47,320.46 | -3.73% |
Staci Compagno Portside Wealth Group, LLC | 3,884 | $384,438 | $370,164.62 | -$14,273.38 | -3.71% |
Courtney Holt Compound Planning, Inc. | 248,550 | $24.38M | $23.72M | -$658,347.53 | -2.7% |
Katherine Stoner Empower Advisory Group, LLC | 51,725 | $5.14M | $4.93M | -$212,065.46 | -4.12% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,091 | $108,912.45 | $104,070.49 | -$4,841.96 | -4.45% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 36,508 | $3.62M | $3.48M | -$140,537.63 | -3.88% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,446 | $336,830.83 | $328,300.42 | -$8,530.41 | -2.53% |