| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 2,760 | $211,192.82 | $201,673.2 | -$9,519.62 | -4.51% |
| RM Rich Mowrer Brookwood Investment Group LLC | 5,080 | $390,312.37 | $373,151.4 | -$17,160.97 | -4.4% |
Cole Dimond Caliber Wealth Management LLC / KS | 32,793 | $2.51M | $2.41M | -$104,884.14 | -4.18% |
David R. Hess Wealth Management Associates Inc. | 39,693 | $2.99M | $2.92M | -$70,888.85 | -2.37% |
Nicole Reese WPG Advisers LLC | 8,636 | $648,443.47 | $635,091.44 | -$13,352.03 | -2.06% |
David Dirks Plum Street Advisors LLC | 17,314 | $1.32M | $1.27M | -$48,520.36 | -3.67% |
| AS Aryn Sands GK Wealth Management LLC | 549 | $40,000 | $40,093.47 | $93.47 | 0.23% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 11,725 | $878,382.04 | $862,197.87 | -$16,184.17 | -1.84% |
Birchbrook Inc. Birchbrook Inc. | 441 | $33,659.61 | $32,371.6 | -$1,288.01 | -3.83% |
Jon Lewis Midwest Trust Co | 523,378 | $40.48M | $38.45M | -$2.03M | -5.02% |
William P. Ratcliff Rebel Financial LLC | 154,175 | $12M | $11.34M | -$664,306.67 | -5.54% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 3,018 | $235,002.85 | $221,898.45 | -$13,104.4 | -5.58% |
Nathaniel W. Klitzing Cambridge Capital Management LLC | 230,140 | $17.68M | $16.91M | -$772,278.52 | -4.37% |
Caldwell Trust Co Caldwell Trust Co | 16,404 | $1.27M | $1.21M | -$60,944.06 | -4.81% |
Sara Amparan Prospera Capital Management LLC | 10,184 | $777,935.11 | $748,676.76 | -$29,258.35 | -3.76% |
Kropog Financial Group LLC Kropog Financial Group LLC | 304,842 | $23.8M | $22.42M | -$1.38M | -5.78% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 2,305 | $176,794 | $169,486.65 | -$7,307.35 | -4.13% |
Momentum Wealth Planning LLC Momentum Wealth Planning LLC | 73,241 | $5.66M | $5.39M | -$275,212.08 | -4.86% |
Basepoint Wealth LLC Basepoint Wealth LLC | 1,311 | $102,092.44 | $96,325.72 | -$5,766.72 | -5.65% |
United Financial Planning Group LLC United Financial Planning Group LLC | 19,823 | $1.54M | $1.46M | -$82,436.19 | -5.36% |