| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 15,132 | $306,423 | $299,689.26 | -$6,733.74 | -2.2% |
Berkeley Harrison Sterling Financial Group, Inc. | 954,762 | $19.54M | $18.9M | -$644,352.16 | -3.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 39,576 | $815,184.7 | $779,845.08 | -$35,339.62 | -4.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 32,839 | $673,531 | $650,376.39 | -$23,154.61 | -3.44% |
James Rankin Modern Wealth Management, LLC | 386,808 | $7.97M | $7.66M | -$316,567.04 | -3.97% |
Amir Har-El Savvy Advisors, Inc. | 141,206 | $2.9M | $2.8M | -$99,554.17 | -3.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 79,758 | $1.67M | $1.57M | -$96,905.97 | -5.81% |
Craig Silberg EVERPAR ADVISORS LLC | 63,159 | $1.31M | $1.25M | -$62,592.1 | -4.77% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 14,914 | $307,048 | $295,520.91 | -$11,527.09 | -3.75% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 56,913 | $1.18M | $1.13M | -$49,847.29 | -4.24% |
David McNeely Darden Wealth Group Inc | 10,000 | $206,000 | $198,250 | -$7,750 | -3.76% |
D. Garet Strange Hobbs Group Advisors, LLC | 21,803 | $455,091.31 | $432,244.47 | -$22,846.84 | -5.02% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 27,116 | $549,886.38 | $537,303.54 | -$12,582.84 | -2.29% |
Samantha Cox Capital Investment Counsel, LLC | 877,588 | $17.99M | $17.38M | -$608,887.69 | -3.38% |
Taryn Anderson YANKCOM Partnership | 13,178 | $271,695.01 | $260,990.29 | -$10,704.72 | -3.94% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 1.25M | $25.33M | $24.83M | -$497,552.18 | -1.96% |
Maggie Hartness Legacy Wealth Management LLC / MS | 25,150 | $521,042.31 | $497,844.25 | -$23,198.06 | -4.45% |
VestGen Advisors LLC VestGen Advisors LLC | 31,412 | $646,996.41 | $621,800.54 | -$25,195.87 | -3.89% |
Grant Reeves CVFG LLC | 48,808 | $1M | $966,642.44 | -$38,200.3 | -3.8% |
| DN Daniel Newman Noble Wealth Management PBC | 1,800 | $36,198.37 | $35,649 | -$549.37 | -1.52% |