| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kerri Hicken FULLCIRCLE WEALTH LLC | 135,407 | $3.69M | $3.57M | -$120,382.17 | -3.26% |
Carmen McClennon WR Wealth Planners, LLC | 13,376 | $362,261.47 | $353,594.56 | -$8,666.91 | -2.39% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 8,975 | $247,890 | $237,299 | -$10,591 | -4.27% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 11,536 | $315,283 | $304,146.64 | -$11,136.36 | -3.53% |
Pines Wealth Management LLC Pines Wealth Management LLC | 35,104 | $956,130.26 | $927,974.24 | -$28,156.02 | -2.94% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 99,042 | $2.71M | $2.62M | -$94,572.85 | -3.49% |
Bryan Buchert Kera Capital Partners Inc. | 9,742 | $265,956.45 | $256,945.25 | -$9,011.2 | -3.39% |
Cannon Wealth Management Services LLC Cannon Wealth Management Services LLC | 49,250 | $1.36M | $1.3M | -$54,924.38 | -4.05% |
Heather Scully NWF Advisory Services Inc. | 202,477 | $5.54M | $5.34M | -$199,057.82 | -3.59% |
Keystone Financial Services LLC Keystone Financial Services LLC | 128,392 | $3.51M | $3.39M | -$116,736.25 | -3.33% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 679,303 | $18.59M | $17.94M | -$651,034.85 | -3.5% |
VestGen Advisors LLC VestGen Advisors LLC | 41,181 | $1.12M | $1.09M | -$35,623 | -3.17% |
Allyson Mickool Florida Financial Advisors LLC | 7,762 | $212,133 | $204,722.75 | -$7,410.25 | -3.49% |
Grant Reeves CVFG LLC | 24,323 | $666,241.34 | $642,248.81 | -$23,992.53 | -3.6% |
Elizabeth Arce Sovran Advisors LLC | 50,466 | $1.36M | $1.33M | -$32,546.81 | -2.39% |
| PBS P. Brian Saxton Saiph Capital LLC | 90,708 | $2.51M | $2.4M | -$116,161.28 | -4.62% |
Samira Kadam Synergy Investment Management LLC | 113,724 | $3.15M | $3.01M | -$144,633.72 | -4.59% |
Blueprint Financial Advisors LLC Blueprint Financial Advisors LLC | 41,673 | $1.15M | $1.1M | -$49,986.6 | -4.34% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 173,716 | $4.76M | $4.57M | -$185,624.67 | -3.9% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 19,210 | $528,570.07 | $506,663.75 | -$21,906.32 | -4.14% |