| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NB Nolan Baker Retirement Guys Formula LLC | 11,150 | $785,415.63 | $752,959.5 | -$32,456.13 | -4.13% |
David Hunter Horizons Wealth Management | 36,023 | $2.81M | $2.43M | -$374,927.95 | -13.35% |
Mariana Coli Dunhill Financial LLC | 145 | $10,273.24 | $9,791.85 | -$481.39 | -4.69% |
Bert D. Barre Colonial Trust Co. / SC | 431 | $30,520.83 | $29,105.43 | -$1,415.4 | -4.64% |
| XW Xenia Woltmann Rochester Wealth Strategies LLC | 89,248 | $6.27M | $6.03M | -$242,806.02 | -3.87% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 11,827 | $847,681.22 | $798,677.31 | -$49,003.91 | -5.78% |
| SS Stephen Smith Kestra Investment Management LLC | 3,156 | $219,223.43 | $213,124.68 | -$6,098.75 | -2.78% |
| TT Thaddeus Toal RCS Financial Planning LLC | 3,980 | $279,443.58 | $267,515.7 | -$11,927.88 | -4.27% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,489 | $105,504.37 | $100,083.13 | -$5,421.24 | -5.14% |
| MRP Michael R. Panico Arcadia Wealth Management LLC | 63,571 | $4.61M | $4.27M | -$335,641.97 | -7.28% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 69,308 | $4.76M | $4.66M | -$104,625.5 | -2.2% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 154,303 | $11.33M | $10.38M | -$946,300.19 | -8.35% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 5,442 | $378,329.95 | $367,498.26 | -$10,831.69 | -2.86% |
Jason R. Parker Parker Financial LLC | 105,656 | $7.56M | $7.11M | -$451,109.79 | -5.97% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 98,102 | $6.91M | $6.6M | -$313,305.01 | -4.53% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 259 | $17,814 | $17,443.65 | -$370.35 | -2.08% |
Jill Batley Gateway Wealth Partners LLC | 9,651 | $663,759 | $649,367.53 | -$14,391.47 | -2.17% |
| JC Jared Calvert Buck Wealth Strategies LLC | 4,546 | $318,219.59 | $305,877.61 | -$12,341.98 | -3.88% |
Courtney Holt Compound Planning, Inc. | 16,223 | $1.12M | $1.09M | -$30,169.32 | -2.69% |
Thomas Healy PFW Advisors LLC | 97,243 | $9.64M | $6.55M | -$3.09M | -32.03% |