| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Yarger Yarger Wealth Strategies LLC | 9,540 | $214,205.29 | $209,021.4 | -$5,183.89 | -2.42% |
Lindsey Seagraves Carson Advisory Inc. | 18,721 | $420,458.4 | $411,487.58 | -$8,970.82 | -2.13% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2.28M | $51.23M | $49.89M | -$1.34M | -2.61% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 369,414 | $8.33M | $8.09M | -$232,769.59 | -2.8% |
Mark Perrault Intergy Private Wealth LLC | 50,248 | $1.13M | $1.1M | -$32,958.79 | -2.91% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,274 | $385,891 | $378,473.34 | -$7,417.66 | -1.92% |
Marc H. Stone Tyler-Stone Wealth Management | 47,561 | $1.1M | $1.04M | -$55,934.82 | -5.09% |
Patrick O'Connell Security Financial Services Inc. | 30,605 | $689,163.92 | $670,555.55 | -$18,608.37 | -2.7% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 676,714 | $15.18M | $14.93M | -$256,291.99 | -1.69% |
| DW Darren Woolson Asset Allocation Strategies LLC | 40,932 | $916,254.53 | $902,141.32 | -$14,113.21 | -1.54% |
Amanda Hawley Atria Wealth Solutions Inc. | 292,485 | $6.58M | $6.41M | -$176,248.33 | -2.68% |
Jeffrey Gilbert Balboa Wealth Partners | 25,356 | $566,336.14 | $559,099.77 | -$7,236.37 | -1.28% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,141 | $359,226.57 | $356,070.44 | -$3,156.13 | -0.88% |
Rachel Faulk Cape Investment Advisory Inc. | 176 | $3,923 | $3,882.56 | -$40.44 | -1.03% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 310,986 | $7.06M | $6.86M | -$201,022.68 | -2.85% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 523,933 | $11.81M | $11.48M | -$328,363.82 | -2.78% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 25,459 | $568,612.58 | $557,806.69 | -$10,805.89 | -1.9% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 96,353 | $2.2M | $2.11M | -$86,992.61 | -3.96% |
Bert D. Barre Colonial Trust Co. / SC | 2,003 | $44,646.87 | $44,025.94 | -$620.93 | -1.39% |
Victoria Latham Fiduciary Alliance LLC | 75,966 | $1.71M | $1.66M | -$46,123.3 | -2.7% |