| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David B. Short Investments & Financial Planning LLC | 53,474 | $4.38M | $3.93M | -$444,789.66 | -10.16% |
Caroline Jankowski Operose Advisors LLC | 8,913 | $683,627.1 | $654,704.41 | -$28,922.69 | -4.23% |
Ana-Maria Ignat Covestor Ltd | 97 | $7,448.11 | $7,133.38 | -$314.73 | -4.23% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 418,756 | $32.11M | $30.8M | -$1.31M | -4.07% |
Jay Richards Investment Advisory Group LLC | 2,925 | $212,676.33 | $215,294.62 | $2,618.29 | 1.23% |
Bill McVay Red Tortoise LLC | 274 | $21,147.32 | $20,129.41 | -$1,017.91 | -4.81% |
Gery Sadzewicz Forum Private Client Group LLC | 3,919 | $299,682.65 | $288,340.42 | -$11,342.23 | -3.78% |
Samantha Pierangeli City State Bank | 188,143 | $14.34M | $13.84M | -$505,505.95 | -3.52% |
Christopher Pelch Vance Wealth LLC | 7,148 | $543,567.84 | $526,128.54 | -$17,439.3 | -3.21% |
Mark Perrault Intergy Private Wealth LLC | 92,231 | $7.4M | $6.79M | -$606,465.96 | -8.2% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,426 | $417,443.8 | $399,109.43 | -$18,334.37 | -4.39% |
Sue Cox BetterWealth LLC | 544,736 | $40.98M | $39.8M | -$1.17M | -2.86% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,164 | $175,152.98 | $158,967.44 | -$16,185.54 | -9.24% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,307 | $335,438.23 | $316,241.47 | -$19,196.76 | -5.72% |
Marc H. Stone Tyler-Stone Wealth Management | 5,526 | $425,099.33 | $405,636.03 | -$19,463.3 | -4.58% |
Dalila Toledo Ascent Group LLC | 31,998 | $2.45M | $2.35M | -$98,498.98 | -4.02% |
Patrick O'Connell Security Financial Services Inc. | 16,272 | $1.23M | $1.2M | -$33,450.23 | -2.72% |
Jason DeBerry BancFirst Trust & Investment Management | 38,261 | $3.09M | $2.81M | -$278,642.41 | -9.01% |
Michael Byun SageView Advisory Group LLC | 8,715 | $682,915.43 | $640,203.9 | -$42,711.53 | -6.25% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 17,133 | $1.32M | $1.26M | -$57,389.75 | -4.36% |