| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kris Kapoor Bakala Capital LLC | 20,139 | $981,127.73 | $961,033.08 | -$20,094.65 | -2.05% |
Alexandra Stickelman Root Financial Partners, LLC | 7,507 | $366,385.57 | $358,609.39 | -$7,776.18 | -2.12% |
Able Financial Group LLC ABLE Financial Group, LLC | 237,186 | $11.59M | $11.33M | -$256,049.7 | -2.21% |
Courtney Holt Compound Planning, Inc. | 181,000 | $8.93M | $8.65M | -$286,920.58 | -3.21% |
Katherine Stoner Empower Advisory Group, LLC | 9.88M | $482.8M | $472.67M | -$10.12M | -2.1% |
John Shanley Aspect Partners, LLC | 6,114 | $301,356.81 | $292,065.78 | -$9,291.03 | -3.08% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,305 | $161,548.76 | $157,879.85 | -$3,668.91 | -2.27% |
| MRC Martin R. Curiel MYECFO, LLC | 11,193 | $544,096.53 | $536,704.35 | -$7,392.18 | -1.36% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 148,195 | $7.16M | $7.08M | -$79,622.92 | -1.11% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,256 | $549,396.87 | $537,699.12 | -$11,697.75 | -2.13% |
Carrie Miller Trellis Wealth Advisors LLC | 25,882 | $1.3M | $1.24M | -$64,835.93 | -4.98% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 34,428 | $1.7M | $1.64M | -$59,682.4 | -3.5% |
Alisha Arvold Christopher J. Hasenberg, Inc | 498 | $24,317 | $23,789.46 | -$527.54 | -2.17% |
John Hayes LongView Wealth Management | 27,641 | $1.36M | $1.32M | -$38,203.4 | -2.81% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 390,092 | $21.62M | $18.63M | -$2.99M | -13.81% |
Andrew Halac Talon Private Wealth, LLC | 8,672 | $426,895.84 | $414,261.44 | -$12,634.4 | -2.96% |
Alicia Fuschak Avid Wealth Partners LLC | 16,589 | $818,444.78 | $792,456.53 | -$25,988.25 | -3.18% |
Denise Reinert CGC Financial Services, LLC | 263 | $12,983.13 | $12,563.51 | -$419.62 | -3.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 679,310 | $33M | $32.45M | -$546,050.34 | -1.65% |
Peter David N Soliman Second Line Capital, LLC | 4,410 | $216,296.8 | $210,886.2 | -$5,410.6 | -2.5% |