| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 11,424 | $818,812.25 | $809,047.68 | -$9,764.57 | -1.19% |
Paul Elam Oak Harbor Wealth Partners LLC | 50,725 | $3.77M | $3.6M | -$169,733.59 | -4.51% |
| LWL Leo Wealth LLC Leo Wealth LLC | 25,250 | $1.87M | $1.79M | -$79,730.6 | -4.27% |
Christopher Clancy Global Wealth Strategies & Associates | 456,472 | $33.27M | $32.3M | -$968,588.74 | -2.91% |
Missy Straw Nilsine Partners LLC | 14,004 | $1.03M | $990,152.82 | -$42,453.45 | -4.11% |
Dalila Toledo Ascent Group LLC | 84,524 | $6.21M | $5.99M | -$221,803.52 | -3.57% |
| EM Erin Mccann Simplicity Wealth LLC | 18,131 | $1.34M | $1.28M | -$53,966.64 | -4.03% |
Patrick O'Connell Security Financial Services Inc. | 43,880 | $3.24M | $3.11M | -$131,868.9 | -4.07% |
Jason DeBerry BancFirst Trust & Investment Management | 158,620 | $11.07M | $11.24M | $166,551 | 1.5% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 29,763 | $2.18M | $2.11M | -$76,788.54 | -3.51% |
Michael Byun SageView Advisory Group LLC | 601,332 | $44.25M | $42.55M | -$1.7M | -3.85% |
Brian Clay Clay Northam Wealth Management LLC | 3,554 | $300,634.34 | $251,658.74 | -$48,975.6 | -16.29% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 205,080 | $15.85M | $14.53M | -$1.32M | -8.32% |
David T. Morgan High Net Worth Advisory Group LLC | 4,282 | $314,341.62 | $303,315.47 | -$11,026.15 | -3.51% |
Samuel Miller Kraft, Davis & Associates LLC | 3,572 | $258,266.16 | $253,218.72 | -$5,047.44 | -1.95% |
Mark Vicencio Lowery Thomas LLC | 58,095 | $4.3M | $4.11M | -$189,613.13 | -4.41% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 155 | $11,384.75 | $10,967.72 | -$417.03 | -3.66% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 400,937 | $30.76M | $28.39M | -$2.37M | -7.7% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 3,173 | $233,666.4 | $224,283.5 | -$9,382.9 | -4.02% |
Candice Gilman Sofi Wealth LLC | 1,117 | $81,939.75 | $79,072.43 | -$2,867.32 | -3.5% |