| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CW Cathleen Wrisberg Convergence Financial, LLC | 551,351 | $12.66M | $12.16M | -$497,304.97 | -3.93% |
Matthew Riley Hickory Point Bank & Trust | 778 | $17,381 | $17,045.98 | -$335.02 | -1.93% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 69,460 | $1.56M | $1.52M | -$33,677.42 | -2.16% |
Bryan Buchert Kera Capital Partners Inc. | 254,909 | $5.67M | $5.62M | -$49,635.86 | -0.88% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 171,672 | $3.88M | $3.77M | -$106,575.53 | -2.75% |
Tudor Financial Inc. Tudor Financial Inc. | 379 | $8,669.84 | $8,360.74 | -$309.1 | -3.57% |
Heather Scully NWF Advisory Services Inc. | 13,707 | $309,779.1 | $300,320.37 | -$9,458.73 | -3.05% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 32,319 | $720,299.28 | $708,109.29 | -$12,189.99 | -1.69% |
Allyson Mickool Florida Financial Advisors LLC | 14,463 | $322,382 | $318,909.14 | -$3,472.86 | -1.08% |
Grant Reeves CVFG LLC | 154,551 | $3.46M | $3.4M | -$58,134.27 | -1.68% |
Elizabeth Arce Sovran Advisors LLC | 694,734 | $15.49M | $15.22M | -$269,698.63 | -1.74% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 31,749 | $713,562.43 | $695,620.59 | -$17,941.84 | -2.51% |
Samira Kadam Synergy Investment Management LLC | 2,871 | $64,149 | $63,276.84 | -$872.16 | -1.36% |
Bryan Molinar Atlas Legacy Advisors LLC | 24,232 | $542,198.7 | $530,923.12 | -$11,275.58 | -2.08% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 34,158 | $773,050.77 | $752,842.35 | -$20,208.42 | -2.61% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 343,448 | $7.65M | $7.58M | -$77,239.27 | -1.01% |
Forge Financial Services LLC Forge Financial Services LLC | 109,496 | $2.45M | $2.41M | -$30,734.06 | -1.26% |
| RH Richard Harris Aspire Growth Partners LLC | 47,454 | $1.07M | $1.04M | -$29,656.86 | -2.77% |
Avi Kantor Certior Financial Group LLC | 37,099 | $827,938.6 | $812,839.09 | -$15,099.51 | -1.82% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 9,790 | $218,219 | $215,184.2 | -$3,034.8 | -1.39% |