| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 32,039 | $880,583.37 | $845,349.01 | -$35,234.36 | -4% |
Stephen Smith Kestra Investment Management LLC | 41,591 | $1.15M | $1.1M | -$49,097.73 | -4.28% |
Bree Pate Olisti Co. Wealth LLC | 3,230 | $87,660.32 | $85,191.25 | -$2,469.07 | -2.82% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 23,526 | $632,053.51 | $622,262.7 | -$9,790.81 | -1.55% |
Neil Christ Oak Hill Wealth Advisors LLC | 105,338 | $2.91M | $2.79M | -$124,171.27 | -4.27% |
Moises Valladares Insigneo Advisory Services LLC | 9,973 | $272,063.03 | $263,137.6 | -$8,925.43 | -3.28% |
Scott Highmark Mosaic Family Wealth Partners LLC | 172,813 | $4.74M | $4.56M | -$184,520.52 | -3.89% |
Robert B. LaRue Owen LaRue LLC | 10,613 | $295,313.39 | $280,607.72 | -$14,705.67 | -4.98% |
David Gutierrez Gutierrez Wealth Advisory LLC | 21,960 | $606,783.77 | $580,293 | -$26,490.77 | -4.37% |
Jill Batley Gateway Wealth Partners LLC | 206,345 | $5.62M | $5.44M | -$180,532.48 | -3.21% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 18,780 | $509,457.04 | $496,543.2 | -$12,913.84 | -2.53% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 142,560 | $3.92M | $3.77M | -$148,195.66 | -3.78% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 828,507 | $22.67M | $21.89M | -$785,427.39 | -3.46% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 26,095 | $715,132.94 | $687,994.67 | -$27,138.27 | -3.79% |
Shawn Scholz Impact Partnership Wealth, LLC | 71,736 | $1.98M | $1.89M | -$83,754.38 | -4.24% |
| MWS MFA Wealth Services MFA Wealth Services | 85,676 | $2.33M | $2.27M | -$66,676.41 | -2.86% |
John Hayes LongView Wealth Management | 160,235 | $4.41M | $4.24M | -$170,835.96 | -3.88% |
Christopher C. Powers Farther Finance Advisors, LLC | 58,549 | $1.57M | $1.54M | -$33,849.2 | -2.15% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 113,707 | $3.14M | $3.01M | -$129,551.34 | -4.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 307,249 | $8.48M | $8.13M | -$355,067.59 | -4.19% |