| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 17,193 | $461,116.26 | $452,777.65 | -$8,338.61 | -1.81% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 83,852 | $2.28M | $2.21M | -$76,265.28 | -3.34% |
Matthew Watters Midwest Heritage Bank, FSB | 17,402 | $471,251.04 | $458,281.67 | -$12,969.37 | -2.75% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 81,293 | $2.23M | $2.14M | -$83,009.86 | -3.73% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 301,063 | $8.18M | $7.93M | -$249,457.73 | -3.05% |
Lindsey Seagraves Carson Advisory Inc. | 27,444 | $745,736.64 | $723,286.62 | -$22,450.02 | -3.01% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1.17M | $31.69M | $30.77M | -$916,300.06 | -2.89% |
Morgan Christen Spinnaker Investment Group LLC | 53,067 | $1.42M | $1.4M | -$26,243.26 | -1.84% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 11,693 | $317,840.62 | $308,227.48 | -$9,613.14 | -3.02% |
W. Travis McKinney HB Wealth Management LLC | 29,100 | $799,377 | $766,785 | -$32,592 | -4.08% |
Mark Perrault Intergy Private Wealth LLC | 43,641 | $1.18M | $1.15M | -$28,847.6 | -2.45% |
Dalila Toledo Ascent Group LLC | 32,559 | $891,210.71 | $857,441.26 | -$33,769.45 | -3.79% |
| EM Erin Mccann Simplicity Wealth LLC | 74,849 | $2M | $1.97M | -$31,472.81 | -1.57% |
| KB Kimberly Byrne Bill Few Associates Inc. | 30,416 | $821,778.6 | $796,595.04 | -$25,183.56 | -3.06% |
Timothy Gerlach Novem Group | 95,919 | $2.59M | $2.53M | -$69,925.16 | -2.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 192,286 | $5.24M | $5.07M | -$174,247.86 | -3.32% |
Jeffrey Gilbert Balboa Wealth Partners | 18,665 | $510,905.7 | $491,356.12 | -$19,549.58 | -3.83% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,053 | $356,216 | $343,556.27 | -$12,659.73 | -3.55% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 11,100 | $300,742.83 | $292,318.5 | -$8,424.33 | -2.8% |
Bridget Davis Cedar Point Capital Partners LLC | 101,376 | $2.76M | $2.67M | -$85,673.04 | -3.11% |