| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Doug Peabody Stegner Investment Associates Inc. | 6,696 | $510,208.2 | $471,398.4 | -$38,809.8 | -7.61% |
Patrick Severson TrueWealth Financial Partners | 201,124 | $14.81M | $14.24M | -$564,905.79 | -3.81% |
April Lamb Sovereign Investment Advisors LLC | 198,831 | $15.94M | $14.08M | -$1.86M | -11.67% |
Michelle Wells Darrow Company Inc. | 141,630 | $11.29M | $10.03M | -$1.26M | -11.19% |
Kimberly Foster Laraway Financial Advisors Inc. | 9,828 | $718,418.91 | $696,880.88 | -$21,538.03 | -3% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 27,710 | $2.18M | $1.96M | -$213,468.85 | -9.8% |
David Mailloux WealthCare Investment Partners LLC | 23,911 | $1.76M | $1.7M | -$68,230.01 | -3.87% |
Ryan Gough Perfromance Wealth Partners LLC | 9,499 | $703,314.91 | $673,241.62 | -$30,073.29 | -4.28% |
Clint Dunn Beaird Harris Wealth Management LLC | 24,950 | $1.84M | $1.77M | -$71,032.79 | -3.87% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 57,369 | $4.43M | $4.06M | -$366,080.59 | -8.27% |
Jennifer Carlson Gould Capital LLC | 207,154 | $15.23M | $14.69M | -$545,357.07 | -3.58% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,196 | $735,047.78 | $722,133.74 | -$12,914.04 | -1.76% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 17,892 | $1.32M | $1.27M | -$50,524.22 | -3.83% |
Tyler Glazier New Millennium Group LLC | 2,784 | $202,221.78 | $196,856.92 | -$5,364.86 | -2.65% |
Salvatore Pitti Pitti Group Wealth Management LLC | 18,932 | $1.38M | $1.34M | -$36,433.08 | -2.64% |
Caroline Jankowski Operose Advisors LLC | 892 | $65,686.88 | $63,117.47 | -$2,569.41 | -3.91% |
Ana-Maria Ignat Covestor Ltd | 13,328 | $992,421.18 | $943,755.68 | -$48,665.5 | -4.9% |
Kathryn Brown Morton Brown Family Wealth LLC | 5 | $359.83 | $353.53 | -$6.3 | -1.75% |
John Gorlow Cardiff Park Advisors LLC | 54,397 | $4.23M | $3.85M | -$386,254.18 | -9.13% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 6,121 | $454,580.97 | $433,550.43 | -$21,030.54 | -4.63% |