| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 1.34M | $64.27M | $64.19M | -$80,290.61 | -0.12% |
Kevin Gray Lodestar Private Asset Management LLC | 191,084 | $9.16M | $9.13M | -$33,237.95 | -0.36% |
| TT Thaddeus Toal RCS Financial Planning LLC | 15,339 | $742,116.83 | $732,744.03 | -$9,372.8 | -1.26% |
Crystal McKeon TSA Wealth Managment LLC | 105,772 | $5.21M | $5.05M | -$154,803.81 | -2.97% |
Ashley Goggins Hidden Cove Wealth Management LLC | 85,151 | $4.09M | $4.07M | -$23,842.38 | -0.58% |
Andy Peters Goldstein Advisors LLC | 207,195 | $10.23M | $9.9M | -$330,663.82 | -3.23% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 11,373 | $539,428.37 | $543,288.21 | $3,859.84 | 0.72% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,162 | $198,743.79 | $199,567.9 | $824.11 | 0.41% |
Michael R. Panico Arcadia Wealth Management LLC | 212,262 | $10.37M | $10.14M | -$228,610.7 | -2.2% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 33,247 | $1.6M | $1.59M | -$12,339.93 | -0.77% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 18,780 | $912,509.23 | $897,120.6 | -$15,388.63 | -1.69% |
Neil Christ Oak Hill Wealth Advisors LLC | 443,406 | $21.76M | $21.18M | -$575,138.57 | -2.64% |
| TAL TFB Advisors LLC TFB Advisors LLC | 12,755 | $620,362.87 | $612,112.45 | -$8,250.42 | -1.33% |
Stephen K. Hassell Hassell Wealth Management LLC | 531,498 | $26.22M | $25.39M | -$825,968.84 | -3.15% |
Brendan G. Moody Watershed Private Wealth LLC | 87,628 | $4.31M | $4.19M | -$127,583.34 | -2.96% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 109,879 | $5.36M | $5.25M | -$108,298.56 | -2.02% |
Andrew Lewis Genesis Private Wealth LLC | 54,517 | $2.67M | $2.6M | -$64,818.21 | -2.43% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 218,204 | $10.66M | $10.42M | -$240,972.45 | -2.26% |
Richard W. Lowrie Park Edge Advisors LLC | 5,820 | $279,663.38 | $278,021.4 | -$1,641.98 | -0.59% |
Jason R. Parker Parker Financial LLC | 385,008 | $18.51M | $18.39M | -$119,936.76 | -0.65% |