| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Setu Mazumdar Physician Wealth Solutions Inc. | 172,397 | $8.48M | $8.27M | -$216,957.36 | -2.56% |
Brad Sayre Shared Vision Wealth Group LLC | 4,451 | $216,006.99 | $213,403.19 | -$2,603.8 | -1.21% |
Kaitlyn Barnes Financial Architects, LLC | 334,486 | $16.47M | $16.04M | -$434,098.72 | -2.64% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 13,598 | $669,172.25 | $652,160.08 | -$17,012.17 | -2.54% |
| MG Melissa Glennie Capital Management Associates, Inc | 5,962 | $288,084 | $285,848.09 | -$2,235.91 | -0.78% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 16,762 | $816,463.97 | $803,654.09 | -$12,809.88 | -1.57% |
Wayne Atkins VCI Wealth Management LLC | 71,645 | $3.51M | $3.44M | -$77,943.92 | -2.22% |
Kent Keister Bear Mountain Capital, Inc. | 169,373 | $8.29M | $8.12M | -$166,655.85 | -2.01% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,766 | $231,485 | $228,505.87 | -$2,979.13 | -1.29% |
Keisuke Ichihara Rakuten Securities, Inc. | 358 | $17,597.74 | $17,166.1 | -$431.64 | -2.45% |
Joshua Stipcich Tidemark, LLC | 40 | $1,922 | $1,918 | -$4 | -0.21% |
Andrea Butler Sequent Planning LLC | 11,916 | $573,723.17 | $571,372.2 | -$2,350.97 | -0.41% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 5,182 | $250,150.18 | $248,476.9 | -$1,673.28 | -0.67% |
Rob Dainard Hara Capital LLC | 579 | $27,821 | $27,763.05 | -$57.95 | -0.21% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,095 | $53,942.91 | $52,505.25 | -$1,437.66 | -2.67% |
Dustin Schick Evergreen Private Wealth LLC | 109,108 | $5.37M | $5.23M | -$140,554.09 | -2.62% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 22,876 | $1.12M | $1.1M | -$26,077.71 | -2.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 161,077 | $7.96M | $7.72M | -$232,358.81 | -2.92% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 599,763 | $29.3M | $28.76M | -$542,722.52 | -1.85% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 58,632 | $2.9M | $2.81M | -$84,074.11 | -2.9% |