| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew B. Boersen Straight Path Wealth Management | 599,064 | $11.25M | $10.98M | -$273,079.74 | -2.43% |
Candace Cavalier Congress Wealth Management LLC / DE / | 40,186 | $744,670.21 | $735,604.73 | -$9,065.48 | -1.22% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 21,160 | $393,232.84 | $387,439.6 | -$5,793.24 | -1.47% |
Samantha Pierangeli City State Bank | 1,056 | $19,704.96 | $19,340.64 | -$364.32 | -1.85% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 87,350 | $1.62M | $1.6M | -$21,672.44 | -1.34% |
W. Travis McKinney HB Wealth Management LLC | 34,224 | $637,453.01 | $626,470.32 | -$10,982.69 | -1.72% |
| LWL Leo Wealth LLC Leo Wealth LLC | 57,645 | $1.09M | $1.06M | -$30,445.32 | -2.8% |
Christopher Clancy Global Wealth Strategies & Associates | 20,052 | $377,179.08 | $367,252.38 | -$9,926.7 | -2.63% |
Marc H. Stone Tyler-Stone Wealth Management | 37,000 | $683,520 | $677,285 | -$6,235 | -0.91% |
| KB Kimberly Byrne Bill Few Associates Inc. | 11,600 | $216,920 | $211,990 | -$4,930 | -2.27% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 11,890 | $220,575.6 | $217,289.75 | -$3,285.85 | -1.49% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 104,758 | $1.96M | $1.92M | -$42,628.87 | -2.18% |
| LV Leah Vaden Redwood Financial Network Corp. | 54,320 | $1.02M | $995,414 | -$20,648.32 | -2.03% |
David Hunter Horizons Wealth Management | 232,358 | $4.29M | $4.26M | -$27,206.24 | -0.63% |
Bert D. Barre Colonial Trust Co. / SC | 233,463 | $4.33M | $4.27M | -$58,966.15 | -1.36% |
Richard S. Levenson Western Financial Corp./CA | 51,450 | $951,588.45 | $942,368.49 | -$9,219.96 | -0.97% |
Stephen Cheifetz Kades & Cheifetz LLC | 16,742 | $306,683.71 | $306,462.31 | -$221.4 | -0.07% |
Jesse Ellington Dover Advisors LLC | 11,929 | $216,852.98 | $218,598.92 | $1,745.94 | 0.81% |
Dana Anspach Sensible Money LLC | 25,571 | $480,701.6 | $468,054.14 | -$12,647.46 | -2.63% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 20,014 | $370,859.42 | $366,580.43 | -$4,278.99 | -1.15% |