| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dodd Disler Sagace Wealth Management LLC | 40,342 | $2.86M | $2.59M | -$267,715.5 | -9.37% |
Jackie Berry Hershey Financial Advisers, LLC | 12,864 | $904,769.95 | $826,576.32 | -$78,193.63 | -8.64% |
Trent White Luminvest Wealth Management LLC | 8,833 | $646,633.45 | $566,951.4 | -$79,682.05 | -12.32% |
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 36,782 | $2.48M | $2.36M | -$120,943.33 | -4.88% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 13,910 | $987,640.26 | $890,935.5 | -$96,704.76 | -9.79% |
REAP Financial Group LLC REAP Financial Group LLC | 2,063 | $147,858.78 | $132,124.83 | -$15,733.95 | -10.64% |
VestGen Advisors LLC VestGen Advisors LLC | 36,034 | $2.51M | $2.31M | -$191,868.37 | -7.66% |
Allyson Mickool Florida Financial Advisors LLC | 2,914 | $200,808 | $186,408.58 | -$14,399.42 | -7.17% |
Bradley Wilson Crews Bank & Trust | 385 | $26,346 | $24,661.17 | -$1,684.83 | -6.4% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 3,807 | $262,405 | $244,295.19 | -$18,109.81 | -6.9% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 9,449 | $656,899.15 | $605,869.88 | -$51,029.27 | -7.77% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 2,998 | $206,215.19 | $192,006.91 | -$14,208.28 | -6.89% |
Rossby Financial LLC Rossby Financial LLC | 2,379 | $163,780.93 | $152,684.22 | -$11,096.71 | -6.78% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 40 | $2,737 | $2,561.8 | -$175.2 | -6.4% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 27 | $1,847 | $1,729.21 | -$117.79 | -6.38% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 47,237 | $3.27M | $3.04M | -$237,037.66 | -7.24% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 60,121 | $4.15M | $3.86M | -$290,340.77 | -7% |
Ameriflex Group Inc. Ameriflex Group Inc. | 51 | $3,526.07 | $3,273.18 | -$252.89 | -7.17% |
| KT Karen Tatman KMT Wealth Management LLC | 8,566 | $590,474 | $549,765.88 | -$40,708.12 | -6.89% |
Candy Palugi Claris Financial LLC | 3,869 | $266,137 | $248,235.04 | -$17,901.96 | -6.73% |