| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
One Degree Advisors Inc. One Degree Advisors Inc | 4,744 | $233,767.46 | $226,620.88 | -$7,146.58 | -3.06% |
PETER KRUSSEL Southland Equity Partners LLC | 18,425 | $1.05M | $880,162.25 | -$166,166.85 | -15.88% |
Jon Deven Mouton CAP Partners, LLC | 7,411 | $364,377.7 | $354,023.47 | -$10,354.23 | -2.84% |
Setu Mazumdar Physician Wealth Solutions Inc. | 172,397 | $8.48M | $8.24M | -$248,850.8 | -2.93% |
Kate Ring Stash Investments, LLC | 10,335 | $500,524 | $493,702.95 | -$6,821.05 | -1.36% |
Kaitlyn Barnes Financial Architects, LLC | 342,491 | $16.86M | $16.36M | -$497,917.06 | -2.95% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 13,598 | $669,172.25 | $649,576.46 | -$19,595.79 | -2.93% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 56,843 | $2.76M | $2.72M | -$42,196.69 | -1.53% |
Wayne Atkins VCI Wealth Management LLC | 71,738 | $3.52M | $3.44M | -$74,760.81 | -2.13% |
Kent Keister Bear Mountain Capital, Inc. | 171,450 | $8.39M | $8.19M | -$196,690.65 | -2.35% |
Kevin Stillman Evernest Financial Advisors, LLC | 4,766 | $231,485 | $228,720.34 | -$2,764.66 | -1.19% |
Keisuke Ichihara Rakuten Securities, Inc. | 350 | $17,195.51 | $16,737 | -$458.51 | -2.67% |
Andrea Butler Sequent Planning LLC | 15,105 | $728,168.31 | $720,810.6 | -$7,357.71 | -1.01% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 5,957 | $287,683.5 | $284,565.89 | -$3,117.61 | -1.08% |
Rob Dainard Hara Capital LLC | 30 | $1,441.5 | $1,434.6 | -$6.9 | -0.48% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,602 | $78,496.96 | $76,527.54 | -$1,969.42 | -2.51% |
Dustin Schick Evergreen Private Wealth LLC | 113,644 | $5.59M | $5.43M | -$163,187.06 | -2.92% |
Christopher Bradford PFC CAPITAL GROUP, INC. | 23,832 | $1.17M | $1.14M | -$25,583.31 | -2.19% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 161,077 | $7.96M | $7.7M | -$253,298.82 | -3.18% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 658,093 | $32.13M | $31.44M | -$689,177.84 | -2.15% |