| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 9,146 | $203,867 | $200,388.86 | -$3,478.14 | -1.71% |
Stephen Smith Kestra Investment Management LLC | 1.39M | $31.27M | $30.59M | -$677,961.93 | -2.17% |
Bree Pate Olisti Co. Wealth LLC | 7,959 | $179,842.6 | $174,381.69 | -$5,460.91 | -3.04% |
Jeffrey Hanson Breakwater Capital Group | 9,936 | $223,252.62 | $217,697.76 | -$5,554.86 | -2.49% |
Darren Tapley New England Capital Financial Advisors LLC | 133,126 | $3.01M | $2.92M | -$95,452.05 | -3.17% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1.5M | $32.7M | $32.76M | $63,860.86 | 0.2% |
Neil Christ Oak Hill Wealth Advisors LLC | 66,095 | $1.49M | $1.45M | -$42,196.28 | -2.83% |
| NH Nathaniel Holden Core Wealth Partners LLC | 228,021 | $5.16M | $5M | -$164,422.46 | -3.19% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 17,914 | $404,741.16 | $392,495.74 | -$12,245.42 | -3.03% |
David Gutierrez Gutierrez Wealth Advisory LLC | 38,552 | $870,556.15 | $844,674.32 | -$25,881.83 | -2.97% |
Jeffrey Steele Silverlake Wealth Management LLC | 83,173 | $1.89M | $1.83M | -$55,869.35 | -2.96% |
Jill Batley Gateway Wealth Partners LLC | 266,681 | $5.97M | $5.84M | -$126,808.29 | -2.12% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 613,503 | $13.9M | $13.52M | -$378,166.85 | -2.72% |
Ann Reilley Alpha Financial Advisors LLC | 829,098 | $18.49M | $18.24M | -$248,869.58 | -1.35% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 15,725 | $354,879.64 | $344,534.75 | -$10,344.89 | -2.92% |
John Hayes LongView Wealth Management | 109,567 | $2.48M | $2.4M | -$77,320.24 | -3.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 383,784 | $8.64M | $8.41M | -$230,881.51 | -2.67% |
Jesse Steele Etesian Wealth Advisors, Inc. | 9,350 | $211,639 | $204,858.5 | -$6,780.5 | -3.2% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 84,268 | $1.9M | $1.85M | -$50,322.41 | -2.65% |
Courtney Haddad Concurrent Investment Advisors, LLC | 241,797 | $5.47M | $5.3M | -$167,538.31 | -3.07% |