| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 15,525 | $419,422.41 | $408,773.25 | -$10,649.16 | -2.54% |
Amir Har-El Savvy Advisors, Inc. | 18,649 | $507,388.04 | $490,934.92 | -$16,453.12 | -3.24% |
United Advisor Group LLC United Advisor Group, LLC | 16,287 | $440,122.33 | $428,755.27 | -$11,367.06 | -2.58% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 326,095 | $8.89M | $8.59M | -$303,564.84 | -3.41% |
| MG Melissa Glennie Capital Management Associates, Inc | 24,611 | $671,091.24 | $648,622.9 | -$22,468.34 | -3.35% |
Cody Gehman Stonebridge Financial Group, LLC | 765,597 | $20.15M | $20.15M | -$6,608.99 | -0.03% |
Curtis Burkholder Bare Financial Services, Inc | 30,150 | $818,931.62 | $794,452.5 | -$24,479.12 | -2.99% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 102,825 | $2.78M | $2.71M | -$75,381.65 | -2.71% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 20,099 | $549,878.28 | $529,005.68 | -$20,872.6 | -3.8% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 195 | $5,296.14 | $5,138.25 | -$157.89 | -2.98% |
Nicole Davis Northwest Financial Advisors | 103,447 | $2.81M | $2.72M | -$85,357.63 | -3.04% |
Adam Colby Wealth Group Ltd | 23,793 | $645,980.13 | $626,112.79 | -$19,867.34 | -3.08% |
Chandler te Velde Maia Wealth LLC | 16,710 | $454,713.74 | $439,807.2 | -$14,906.54 | -3.28% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 23,301 | $631,444.82 | $613,748.34 | -$17,696.48 | -2.8% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 19,451 | $534,319 | $512,047.57 | -$22,271.43 | -4.17% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 29,866 | $818,238.49 | $787,267.76 | -$30,970.73 | -3.79% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 163,883 | $4.41M | $4.32M | -$92,489.97 | -2.1% |
Brian Distler Lakeridge Wealth Management LLC | 10,919 | $296,441 | $287,770.24 | -$8,670.76 | -2.92% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 20,392 | $545,135.87 | $537,023.32 | -$8,112.55 | -1.49% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 67,338 | $1.81M | $1.77M | -$37,357.1 | -2.06% |