| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 21,906 | $1.62M | $1.55M | -$70,777.58 | -4.36% |
| JC Jared Calvert Buck Wealth Strategies LLC | 13,358 | $993,426.91 | $946,347.51 | -$47,079.4 | -4.74% |
Nicole Renaux Pioneer Wealth Management Group | 137,943 | $9.76M | $9.77M | $6,109.79 | 0.06% |
| AW Ariel Weisbard Values Added Financial LLC | 168,548 | $12.2M | $11.95M | -$249,002.45 | -2.04% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1 | $73.64 | $70.87 | -$2.77 | -3.76% |
Jacqueline Washburn Vawter Financial Ltd. | 3,403 | $252,834.69 | $240,932.4 | -$11,902.29 | -4.71% |
Scott Boyce Decker Retirement Planning Inc. | 14,331 | $1.03M | $1.01M | -$19,879.43 | -1.92% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 68 | $4,771 | $4,814.72 | $43.72 | 0.92% |
Gregory Bosch Strategies Wealth Advisors, LLC | 33,070 | $2.42M | $2.34M | -$70,991.71 | -2.94% |
Alexandra Stickelman Root Financial Partners, LLC | 171,731 | $12.64M | $12.14M | -$500,231.92 | -3.96% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 262,475 | $19.13M | $18.59M | -$540,219.17 | -2.82% |
Benjamin J. Jones National Wealth Management Group, LLC | 5,547 | $408,939.19 | $393,282.3 | -$15,656.89 | -3.83% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 125,145 | $9.03M | $8.85M | -$179,277.52 | -1.99% |
Courtney Holt Compound Planning, Inc. | 641,444 | $47.31M | $45.44M | -$1.87M | -3.95% |
Katherine Stoner Empower Advisory Group, LLC | 6,921 | $507,568.96 | $489,702.28 | -$17,866.68 | -3.52% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,785 | $279,306.12 | $268,053.7 | -$11,252.42 | -4.03% |
Nemes Rush Group LLC Nemes Rush Group LLC | 143 | $10,592 | $10,125.11 | -$466.89 | -4.41% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,294 | $242,537.16 | $233,330.49 | -$9,206.67 | -3.8% |
Scott Kapusta First County Bank /CT/ | 4,123 | $289,228 | $292,197.01 | $2,969.01 | 1.03% |
John Shanley Aspect Partners, LLC | 2,630 | $191,187.15 | $186,151.4 | -$5,035.75 | -2.63% |