| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Kemp Sawers Uptown Financial Advisors LLC | 29,794 | $1.46M | $1.42M | -$32,274.35 | -2.22% |
Cole Dimond Caliber Wealth Management LLC / KS | 5,791 | $282,716.5 | $276,636.07 | -$6,080.43 | -2.15% |
Nicole Reese WPG Advisers LLC | 6,504 | $318,132.18 | $312,126.96 | -$6,005.22 | -1.89% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 819 | $39,837.04 | $39,123.63 | -$713.41 | -1.79% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 7,715 | $379,722.44 | $367,619.75 | -$12,102.69 | -3.19% |
David Dirks Plum Street Advisors LLC | 147,429 | $7.26M | $7.05M | -$211,226.39 | -2.91% |
| ML Maseco LLP Maseco LLP | 252 | $12,208.56 | $12,093.48 | -$115.08 | -0.94% |
Chris Ryan Ryan Investment Management Inc. | 46,595 | $2.3M | $2.23M | -$73,710.1 | -3.21% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 4 | $194 | $191.08 | -$2.92 | -1.51% |
Jon Lewis Midwest Trust Co | 4,170 | $200,368.31 | $200,118.3 | -$250.01 | -0.12% |
William P. Ratcliff Rebel Financial LLC | 173,825 | $8.4M | $8.3M | -$95,627.44 | -1.14% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 152,118 | $7.35M | $7.27M | -$77,162.78 | -1.05% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 53,961 | $2.66M | $2.58M | -$84,435.47 | -3.17% |
Molly Wheeler Burk Holdings LLC | 57,487 | $2.82M | $2.75M | -$66,047.01 | -2.35% |
Boreal Capital Management LLC Boreal Capital Management LLC | 400 | $19,804 | $19,128 | -$676 | -3.41% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 3,489 | $171,134.69 | $166,669.53 | -$4,465.16 | -2.61% |
| CTC Caldwell Trust Co Caldwell Trust Co | 9,923 | $476,915.5 | $474,021.71 | -$2,893.79 | -0.61% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,346 | $209,957.55 | $207,608.42 | -$2,349.13 | -1.12% |
Sara Amparan Prospera Capital Management LLC | 456,925 | $22.28M | $21.83M | -$451,227.76 | -2.03% |
| BFG Birch Financial Group LLC Birch Financial Group LLC | 26,219 | $1.28M | $1.25M | -$31,383.77 | -2.44% |