| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 58,632 | $2.9M | $2.8M | -$94,627.87 | -3.27% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 24 | $1,163 | $1,145.28 | -$17.72 | -1.52% |
Chandler te Velde Maia Wealth LLC | 9,578 | $464,416.38 | $457,541.06 | -$6,875.32 | -1.48% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 23,360 | $1.17M | $1.12M | -$51,968.82 | -4.45% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 8,442 | $405,639.51 | $403,274.34 | -$2,365.17 | -0.58% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 9,741 | $470,827.23 | $465,327.57 | -$5,499.66 | -1.17% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 9,675 | $468,560 | $462,174.75 | -$6,385.25 | -1.36% |
Chris Chatto Encompass More Asset Management | 17,308 | $832,045.69 | $826,803.16 | -$5,242.53 | -0.63% |
David McNeely Darden Wealth Group Inc | 4,880 | $238,984 | $234,191.2 | -$4,792.8 | -2.01% |
Amber Baker NDVR, Inc. | 4,504 | $217,633 | $215,156.08 | -$2,476.92 | -1.14% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 14,717 | $720,618.76 | $703,031.09 | -$17,587.67 | -2.44% |
Alan Gilmore Private Wealth Management Group, LLC | 8,449 | $417,069.09 | $403,608.73 | -$13,460.36 | -3.23% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 113 | $5,576.54 | $5,392.36 | -$184.18 | -3.3% |
Ballentine Capital Advisors Inc. Ballentine Capital Advisors, Inc | 370,719 | $18.08M | $17.71M | -$374,142.43 | -2.07% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 6,073 | $298,528.65 | $291,443.27 | -$7,085.38 | -2.37% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 7,813 | $382,089.72 | $373,617.66 | -$8,472.06 | -2.22% |
Angela Mari Abich Financial Wealth Management LLC | 107 | $5,292 | $5,111.39 | -$180.61 | -3.41% |
| FTM F. Thomas Mosley Mosley Wealth Management | 11 | $545 | $525.47 | -$19.53 | -3.58% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 55,534 | $2.73M | $2.65M | -$79,718.08 | -2.92% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 5,773 | $277,398 | $275,776.21 | -$1,621.79 | -0.58% |