| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 2,188 | $60,328.63 | $59,076 | -$1,252.63 | -2.08% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 19,149 | $517,244.8 | $517,023 | -$221.8 | -0.04% |
Neil Christ Oak Hill Wealth Advisors LLC | 105,338 | $2.91M | $2.84M | -$66,224.84 | -2.28% |
Moises Valladares Insigneo Advisory Services LLC | 9,973 | $272,063.03 | $271,066.14 | -$996.89 | -0.37% |
Scott Highmark Mosaic Family Wealth Partners LLC | 172,813 | $4.74M | $4.67M | -$74,784.26 | -1.58% |
Robert B. LaRue Owen LaRue LLC | 10,613 | $295,313.39 | $286,551 | -$8,762.39 | -2.97% |
David Gutierrez Gutierrez Wealth Advisory LLC | 21,739 | $600,743.73 | $586,953 | -$13,790.73 | -2.3% |
Jill Batley Gateway Wealth Partners LLC | 331,940 | $9.06M | $8.96M | -$95,691.65 | -1.06% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 18,780 | $509,457.04 | $510,440.4 | $983.36 | 0.19% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 142,560 | $3.92M | $3.85M | -$67,649.26 | -1.73% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 828,507 | $22.67M | $22.44M | -$230,327.7 | -1.02% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 29,878 | $819,619.26 | $806,706 | -$12,913.26 | -1.58% |
Shawn Scholz Impact Partnership Wealth, LLC | 71,736 | $1.98M | $1.94M | -$38,202.02 | -1.93% |
| MWS MFA Wealth Services MFA Wealth Services | 77,373 | $2.11M | $2.09M | -$25,090.24 | -1.19% |
John Hayes LongView Wealth Management | 160,235 | $4.41M | $4.33M | -$81,104.36 | -1.84% |
Christopher C. Powers Farther Finance Advisors, LLC | 33,986 | $930,571.08 | $917,622 | -$12,949.08 | -1.39% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 113,707 | $3.14M | $3.07M | -$66,443.95 | -2.12% |
Courtney Haddad Concurrent Investment Advisors, LLC | 270,327 | $7.47M | $7.3M | -$173,895.44 | -2.33% |
Teresa Douberly Burford Brothers, Inc. | 30,954 | $838,128.33 | $835,758 | -$2,370.33 | -0.28% |
James Rankin Modern Wealth Management, LLC | 27,194 | $747,177.02 | $739,132.92 | -$8,044.1 | -1.08% |