| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jared McBride GoalFusion Wealth Management LLC | 6,150 | $349,689 | $337,050.75 | -$12,638.25 | -3.61% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 5,805 | $331,125.18 | $318,172.05 | -$12,953.13 | -3.91% |
Dominic Corabi Wedmont Private Capital | 242,626 | $13.53M | $13.3M | -$235,661 | -1.74% |
Bill Ryan Manhattan West Asset Management LLC | 325,296 | $18.24M | $17.84M | -$401,252.29 | -2.2% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 4,194 | $241,742.16 | $229,914.66 | -$11,827.5 | -4.89% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 153,857 | $8.75M | $8.43M | -$320,791.85 | -3.67% |
Penny A. Phillips Journey Strategic Wealth LLC | 44,231 | $2.48M | $2.42M | -$51,084.52 | -2.06% |
John Gorlow Cardiff Park Advisors LLC | 3,102 | $191,555.76 | $169,850.01 | -$21,705.75 | -11.33% |
Jay Richards Investment Advisory Group LLC | 10,175 | $557,997 | $557,335.62 | -$661.38 | -0.12% |
Morgan Christen Spinnaker Investment Group LLC | 31,290 | $1.78M | $1.71M | -$67,919.22 | -3.82% |
W. Travis McKinney HB Wealth Management LLC | 5,053 | $292,891.66 | $276,853.87 | -$16,037.79 | -5.48% |
Michael Byun SageView Advisory Group LLC | 6,142 | $343,303.58 | $336,428.05 | -$6,875.53 | -2% |
Daniel Bennett APS Management Group Inc. | 25,478 | $1.46M | $1.4M | -$59,447.47 | -4.08% |
Allison Brooke Blake WorthPointe LLC | 7,599 | $438,006.36 | $416,121.24 | -$21,885.12 | -5% |
Brian Levy West Wealth Group LLC | 476,540 | $26.98M | $26.12M | -$863,441 | -3.2% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 38,188 | $2.12M | $2.09M | -$25,660.1 | -1.21% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,950 | $229,146.06 | $216,420.5 | -$12,725.56 | -5.55% |
Edward Lowndes Angeles Wealth Management LLC | 1,500 | $85,805.74 | $82,162.5 | -$3,643.24 | -4.25% |
Kevin Zemann WealthPlan Investment Management LLC | 7,422 | $413,702.28 | $406,651.38 | -$7,050.9 | -1.7% |
James Rukstalis ESG Planning DBA Harper Investing | 6,380 | $367,743.2 | $349,943 | -$17,800.2 | -4.84% |