| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Watters Midwest Heritage Bank, FSB | 16,511 | $454,015.98 | $436,138.06 | -$17,877.92 | -3.94% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 36,451 | $1.01M | $963,582.18 | -$43,095.45 | -4.28% |
David Mailloux WealthCare Investment Partners LLC | 21,204 | $573,172.71 | $560,739.78 | -$12,432.93 | -2.17% |
Lindsey Seagraves Carson Advisory Inc. | 11,144 | $307,085.13 | $294,703.08 | -$12,382.05 | -4.03% |
Kathleen Thornhill Confluence Wealth Services Inc. | 227,854 | $6.2M | $6.01M | -$194,518.05 | -3.14% |
Russell Mohberg Regatta Capital Group LLC | 907,530 | $25.04M | $24M | -$1.04M | -4.16% |
| EM Erin Mccann Simplicity Wealth LLC | 11,840 | $323,231.73 | $312,872 | -$10,359.73 | -3.21% |
Patrick O'Connell Security Financial Services Inc. | 18,090 | $498,799.07 | $478,390.05 | -$20,409.02 | -4.09% |
Timothy Gerlach Novem Group | 145,056 | $3.97M | $3.82M | -$146,261.7 | -3.68% |
Christopher Warner WARNER FINANCIAL Inc. | 14,084 | $387,591.68 | $372,520.39 | -$15,071.29 | -3.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 354,998 | $9.78M | $9.39M | -$385,582.33 | -3.94% |
Jeffrey Gilbert Balboa Wealth Partners | 33,789 | $921,378.89 | $891,184.87 | -$30,194.02 | -3.28% |
Rachel Faulk Cape Investment Advisory Inc. | 7,497 | $203,565.45 | $198,295.65 | -$5,269.8 | -2.59% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 268,461 | $7.33M | $7.1M | -$228,954.86 | -3.12% |
Mariana Coli Dunhill Financial LLC | 1,242 | $33,943 | $32,850.9 | -$1,092.1 | -3.22% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 157,426 | $4.28M | $4.15M | -$126,929.94 | -2.97% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 31,100 | $854,398.03 | $821,969.89 | -$32,428.14 | -3.8% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 218,950 | $6.06M | $5.77M | -$286,027.24 | -4.72% |
Bert D. Barre Colonial Trust Co. / SC | 1,298 | $35,720.96 | $34,312.63 | -$1,408.33 | -3.94% |
Victoria Latham Fiduciary Alliance LLC | 132,674 | $3.66M | $3.5M | -$162,417.62 | -4.44% |