| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lydia Gallas Harbour Trust & Investment Management Co | 2,812 | $206,429 | $199,314.56 | -$7,114.44 | -3.45% |
Scott L. Comeau BCU Wealth Advisors, LLC | 5,169 | $382,593.53 | $366,068.58 | -$16,524.95 | -4.32% |
Amir Har-El Savvy Advisors, Inc. | 55,229 | $4.09M | $3.91M | -$173,987.08 | -4.26% |
Cindi Hill Keener Financial Planning LLC | 6,800 | $500,082 | $481,576 | -$18,506 | -3.7% |
William Ramsay Financial Symmetry Inc | 13,298 | $932,855 | $941,897.34 | $9,042.34 | 0.97% |
United Advisor Group LLC United Advisor Group, LLC | 60,008 | $4.39M | $4.25M | -$146,068.35 | -3.33% |
Jeff Ramsey Quotient Wealth Partners, LLC | 25,740 | $1.89M | $1.82M | -$72,204.99 | -3.82% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 4,028 | $298,031.62 | $285,101.84 | -$12,929.78 | -4.34% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 26,759 | $1.98M | $1.89M | -$83,071.13 | -4.21% |
One Degree Advisors Inc. One Degree Advisors Inc | 3,596 | $261,474.19 | $254,768.33 | -$6,705.86 | -2.56% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 23,580 | $1.73M | $1.67M | -$62,379.94 | -3.6% |
PETER KRUSSEL Southland Equity Partners LLC | 17,200 | $1.28M | $1.22M | -$61,919.7 | -4.85% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 16,602 | $1.21M | $1.18M | -$37,901.82 | -3.12% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,304 | $169,666.5 | $163,146.24 | -$6,520.26 | -3.84% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 4,466 | $321,853.84 | $316,326.78 | -$5,527.06 | -1.72% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 56,785 | $4.09M | $4.02M | -$69,470.16 | -1.7% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,297 | $242,791 | $233,114.38 | -$9,676.62 | -3.99% |
Brad Sayre Shared Vision Wealth Group LLC | 4,119 | $302,382 | $291,666.39 | -$10,715.61 | -3.54% |
Kaitlyn Barnes Financial Architects, LLC | 271,710 | $19.95M | $19.23M | -$720,283.78 | -3.61% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 6,077 | $446,113 | $430,464.29 | -$15,648.71 | -3.51% |