| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 6,637 | $521,196.92 | $508,361.01 | -$12,835.91 | -2.46% |
Nicole Renaux Pioneer Wealth Management Group | 4,174 | $318,894 | $319,540.57 | $646.57 | 0.2% |
Jacqueline Washburn Vawter Financial Ltd. | 173,700 | $13.69M | $13.31M | -$384,398.05 | -2.81% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 8,047 | $621,600.99 | $616,118.55 | -$5,482.44 | -0.88% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 8,990 | $700,021.49 | $688,319.35 | -$11,702.14 | -1.67% |
Alexandra Stickelman Root Financial Partners, LLC | 110,616 | $8.66M | $8.47M | -$194,422.65 | -2.24% |
Able Financial Group LLC ABLE Financial Group, LLC | 9,357 | $717,682.06 | $717,026.91 | -$655.15 | -0.09% |
Courtney Holt Compound Planning, Inc. | 102,436 | $8.02M | $7.85M | -$172,754.81 | -2.15% |
Katherine Stoner Empower Advisory Group, LLC | 24.3M | $1.88B | $1.86B | -$15.39M | -0.82% |
Nemes Rush Group LLC Nemes Rush Group LLC | 226 | $17,688.25 | $17,299.17 | -$389.08 | -2.2% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 109,778 | $8.55M | $8.41M | -$141,997.63 | -1.66% |
Megan J. Lottier Rockwood Wealth Management, LLC | 17,960 | $1.41M | $1.38M | -$36,322.17 | -2.57% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 141,493 | $10.79M | $10.83M | $38,673.52 | 0.36% |
| DT Derek Tinnin Altiora Financial Group, LLC | 5,478 | $429,530.55 | $419,423.07 | -$10,107.48 | -2.35% |
Nancy Smetek Arcataur Capital Management LLC | 81,401 | $6.17M | $6.23M | $66,739 | 1.08% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,657 | $361,546.52 | $356,609.77 | -$4,936.75 | -1.37% |
Bradley H. Owens LJI Wealth Management, LLC | 3,965 | $312,021.31 | $303,897.42 | -$8,123.89 | -2.6% |
Carrie Miller Trellis Wealth Advisors LLC | 287,328 | $22.2M | $21.99M | -$204,378.88 | -0.92% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 5,159 | $406,087.02 | $395,153.6 | -$10,933.42 | -2.69% |
John Hayes LongView Wealth Management | 15,166 | $1.16M | $1.16M | -$2,537.34 | -0.22% |