| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Dixon Cannon Financial Strategists, Inc. | 21,307 | $475,987.58 | $456,502.47 | -$19,485.11 | -4.09% |
Carmen McClennon WR Wealth Planners, LLC | 6,346 | $142,718.02 | $136,019.53 | -$6,698.49 | -4.69% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 287,870 | $6.45M | $6.17M | -$283,468.54 | -4.4% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1.44M | $32.37M | $30.73M | -$1.64M | -5.07% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 69,460 | $1.56M | $1.49M | -$67,365.52 | -4.33% |
Bryan Buchert Kera Capital Partners Inc. | 254,909 | $5.67M | $5.46M | -$212,777.87 | -3.75% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 171,672 | $3.88M | $3.68M | -$201,853.49 | -5.2% |
Tudor Financial Inc. Tudor Financial Inc. | 379 | $8,669.84 | $8,131.44 | -$538.4 | -6.21% |
Heather Scully NWF Advisory Services Inc. | 13,707 | $309,779.1 | $293,192.73 | -$16,586.37 | -5.35% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 32,319 | $720,299.28 | $692,434.57 | -$27,864.71 | -3.87% |
Allyson Mickool Florida Financial Advisors LLC | 14,463 | $322,382 | $309,363.57 | -$13,018.43 | -4.04% |
Grant Reeves CVFG LLC | 154,551 | $3.46M | $3.31M | -$143,910.08 | -4.17% |
Elizabeth Arce Sovran Advisors LLC | 694,734 | $15.49M | $14.87M | -$624,012.97 | -4.03% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 31,749 | $713,562.43 | $680,698.56 | -$32,863.87 | -4.61% |
Samira Kadam Synergy Investment Management LLC | 2,871 | $64,149 | $61,539.88 | -$2,609.12 | -4.07% |
Bryan Molinar Atlas Legacy Advisors LLC | 24,232 | $542,198.7 | $518,685.96 | -$23,512.74 | -4.34% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 34,158 | $773,050.77 | $731,493.57 | -$41,557.2 | -5.38% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 343,448 | $7.65M | $7.36M | -$290,176.69 | -3.79% |
Forge Financial Services LLC Forge Financial Services LLC | 109,496 | $2.45M | $2.35M | -$100,012.07 | -4.09% |
| RH Richard Harris Aspire Growth Partners LLC | 47,454 | $1.07M | $1.02M | -$53,146.59 | -4.97% |