| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dipen Mehta Invst LLC | 5,067 | $372,001.21 | $324,009.31 | -$47,991.9 | -12.9% |
Bethany Wagner Level Financial Advisors | 64,036 | $4.41M | $4.11M | -$293,933.01 | -6.67% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 17,122 | $1.25M | $1.1M | -$151,134.59 | -12.09% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 3,260 | $223,030.72 | $208,460.7 | -$14,570.02 | -6.53% |
Kimberly Cappellano Private Wealth Asset Management LLC | 125 | $8,806.14 | $8,016.25 | -$789.89 | -8.97% |
Troy Winegarner Strong Tower Advisory Services | 375,638 | $26.22M | $24.12M | -$2.1M | -8.03% |
| KC Kasey Cook Maripau Wealth Management LLC | 5,892 | $403,768.48 | $378,030.72 | -$25,737.76 | -6.37% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 194,588 | $13.48M | $12.49M | -$988,464.32 | -7.33% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 107,765 | $7.79M | $6.83M | -$958,315.5 | -12.3% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 4,665 | $340,874.73 | $299,143.12 | -$41,731.61 | -12.24% |
Nicholas Shaheen FSA Advisors Inc. | 2,969 | $204,646 | $190,030.84 | -$14,615.16 | -7.14% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 13,206 | $935,643.5 | $849,277.86 | -$86,365.64 | -9.23% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 150,385 | $12.49M | $9.67M | -$2.81M | -22.54% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 196,029 | $13.73M | $12.6M | -$1.12M | -8.18% |
Bill McVay Red Tortoise LLC | 27 | $2,481.88 | $1,729.48 | -$752.4 | -30.32% |
Samantha Pierangeli City State Bank | 2,100 | $151,892.1 | $134,725.5 | -$17,166.6 | -11.3% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,427 | $205,760.9 | $155,388.67 | -$50,372.23 | -24.48% |
Michelle McCarthy Vantage Financial Partners LLC | 4,259 | $299,786.36 | $273,896.29 | -$25,890.07 | -8.64% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,850 | $337,176.95 | $310,424.25 | -$26,752.7 | -7.93% |
Dalila Toledo Ascent Group LLC | 13,106 | $987,256.02 | $840,815.43 | -$146,440.59 | -14.83% |