| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 63,828 | $4.18M | $3.8M | -$377,223.52 | -9.02% |
David Hunter Horizons Wealth Management | 40 | $2,114 | $2,299.6 | $185.6 | 8.78% |
Lukas Lindgren Abound Wealth Management | 4,862 | $318,510 | $279,516.38 | -$38,993.62 | -12.24% |
Brian Matter Creative Capital Management Investments LLC | 476 | $31,182.76 | $27,365.24 | -$3,817.52 | -12.24% |
Jeffrey D. Munjack JDM Financial Group LLC | 98 | $5,179.3 | $5,713.4 | $534.1 | 10.31% |
Sheryl Stephens Stephens Consulting LLC | 2,991 | $195,941 | $171,952.59 | -$23,988.41 | -12.24% |
Cornell P. Abod Beacon Investment Advisors LLC | 48,768 | $3.19M | $2.86M | -$333,119.03 | -10.43% |
Jeffrey Hanson Breakwater Capital Group | 4,853 | $256,465.57 | $278,998.97 | $22,533.4 | 8.79% |
Salvatore Cocivera Cora Capital Advisors LLC | 5,087 | $333,249 | $292,451.63 | -$40,797.37 | -12.24% |
John Canning Mi LLCreek Capital Advisors LLC | 46,006 | $3.01M | $2.64M | -$368,968.06 | -12.24% |
Michael Radoff LGT Financial Advisors LLC | 2,490 | $163,120 | $143,150.1 | -$19,969.9 | -12.24% |
Robert B. LaRue Owen LaRue LLC | 4,629 | $303,246 | $266,121.21 | -$37,124.79 | -12.24% |
Jill Batley Gateway Wealth Partners LLC | 8,056 | $476,754 | $463,139.44 | -$13,614.56 | -2.86% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 34,934 | $2.29M | $2.01M | -$280,170.76 | -12.24% |
| PIL PFG Investments LLC PFG Investments LLC | 8,245 | $535,939.77 | $474,005.05 | -$61,934.72 | -11.56% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 484 | $31,707 | $27,825.16 | -$3,881.84 | -12.24% |
Courtney Holt Compound Planning, Inc. | 17,720 | $1.16M | $1.02M | -$142,114.2 | -12.24% |
Katherine Stoner Empower Advisory Group, LLC | 13,621 | $892,311.67 | $799,280.28 | -$93,031.39 | -10.43% |
John Shanley Aspect Partners, LLC | 27,361 | $1.79M | $1.57M | -$219,435.04 | -12.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,087 | $374,547.87 | $407,431.63 | $32,883.76 | 8.78% |