| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Kasting Landing Point Financial Group, LLC | 7,394 | $484,381.18 | $427,077.44 | -$57,303.74 | -11.83% |
Kara Lilian Lynx Investment Advisory | 46,012 | $2.99M | $2.64M | -$357,511.15 | -11.94% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 5,462 | $338,826.08 | $315,020.85 | -$23,805.23 | -7.03% |
Barry Carpenter Cascades Capital Asset Management, LLC | 4,198 | $275,010.63 | $242,203.61 | -$32,807.02 | -11.93% |
Millstone Evans Group LLC Millstone Evans Group LLC | 780 | $51,098 | $44,506.8 | -$6,591.2 | -12.9% |
Tim Rowsey Lighthouse Wealth Management Inc. | 122,535 | $8.03M | $7.04M | -$990,083.01 | -12.33% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 13,123 | $859,687.37 | $762,162.84 | -$97,524.53 | -11.34% |
Elizabeth Arce Sovran Advisors LLC | 7,448 | $471,979.72 | $423,940.16 | -$48,039.56 | -10.18% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 5,384 | $286,374.96 | $310,979.84 | $24,604.88 | 8.59% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 3,971 | $260,140 | $228,574.73 | -$31,565.27 | -12.13% |
| RH Richard Harris Aspire Growth Partners LLC | 5,467 | $358,143 | $318,119.26 | -$40,023.74 | -11.18% |
Rockbridge Capital Management LLC Rockbridge Capital Management LLC | 10,709 | $641,867.29 | $609,984.64 | -$31,882.65 | -4.97% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 5,479 | $358,929.38 | $315,234.26 | -$43,695.12 | -12.17% |
Rossby Financial LLC Rossby Financial LLC | 1,937 | $126,893.1 | $111,668.05 | -$15,225.05 | -12% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 10,229 | $670,101.84 | $584,536.2 | -$85,565.64 | -12.77% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 2,365 | $154,931.53 | $134,781.35 | -$20,150.18 | -13.01% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 4,852 | $317,854.74 | $279,062.78 | -$38,791.96 | -12.2% |
Ameriflex Group Inc. Ameriflex Group Inc. | 10,168 | $666,105.43 | $586,185.2 | -$79,920.23 | -12% |
Wealthedge Investment Advisors LLC Wealthedge Investment Advisors LLC | 7,067 | $462,959 | $410,875.38 | -$52,083.62 | -11.25% |
Candy Palugi Claris Financial LLC | 5,095 | $333,773.65 | $293,777.7 | -$39,995.95 | -11.98% |