| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sean Reitenbach Prosperity Consulting Group LLC | 83,378 | $6.44M | $6.38M | -$58,447.11 | -0.91% |
Bill McVay Red Tortoise LLC | 3,288 | $262,622.51 | $251,795.04 | -$10,827.47 | -4.12% |
Gery Sadzewicz Forum Private Client Group LLC | 36,285 | $2.81M | $2.78M | -$28,289.72 | -1.01% |
Samantha Pierangeli City State Bank | 149,098 | $11.51M | $11.43M | -$83,220.5 | -0.72% |
Christopher Pelch Vance Wealth LLC | 4,989 | $383,413.46 | $382,282.12 | -$1,131.34 | -0.3% |
Michael Schneck Gridiron Partners LLC | 10,041 | $791,355.2 | $768,688.75 | -$22,666.45 | -2.86% |
W. Travis McKinney HB Wealth Management LLC | 47,016 | $3.66M | $3.6M | -$59,998.76 | -1.64% |
Mark Perrault Intergy Private Wealth LLC | 7,390 | $566,285.87 | $566,295.7 | $9.83 | - |
Taylor Fairman Eagle Rock Investment Company LLC | 205,530 | $15.98M | $15.75M | -$223,137.44 | -1.4% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,041 | $238,377.81 | $233,016.62 | -$5,361.19 | -2.25% |
Sue Cox BetterWealth LLC | 307,279 | $23.76M | $23.53M | -$234,193.74 | -0.99% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,467 | $347,758.64 | $341,993.52 | -$5,765.12 | -1.66% |
Michelle McCarthy Vantage Financial Partners LLC | 3,416 | $268,811.69 | $261,819.32 | -$6,992.37 | -2.6% |
| LWL Leo Wealth LLC Leo Wealth LLC | 9,810 | $773,147.01 | $750,955.5 | -$22,191.51 | -2.87% |
Dalila Toledo Ascent Group LLC | 21,276 | $1.66M | $1.63M | -$27,126.9 | -1.64% |
| EM Erin Mccann Simplicity Wealth LLC | 7,577 | $594,876.37 | $580,095.12 | -$14,781.25 | -2.48% |
Patrick O'Connell Security Financial Services Inc. | 19,509 | $1.51M | $1.5M | -$11,589.08 | -0.77% |
Jason DeBerry BancFirst Trust & Investment Management | 81,776 | $6.3M | $6.26M | -$38,340.33 | -0.61% |
Michael Byun SageView Advisory Group LLC | 124,335 | $9.72M | $9.52M | -$199,483.66 | -2.05% |
Daniel Bennett APS Management Group Inc. | 6,648 | $523,506.02 | $509,502.72 | -$14,003.3 | -2.67% |