| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 49,553 | $2.49M | $2.38M | -$108,026 | -4.34% |
Daren Blonski Fermata Advisors LLC | 6,346 | $312,780.35 | $306,575.26 | -$6,205.09 | -1.98% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 4,624 | $229,378.4 | $223,223.6 | -$6,154.8 | -2.68% |
Brian Baylis Bell Investment Advisors Inc. | 27 | $1,369.26 | $1,303.56 | -$65.7 | -4.8% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 5,970 | $297,604.5 | $288,291.3 | -$9,313.2 | -3.13% |
| EM Eric Malden Shearwater Capital LLC | 4,733 | $236,055.09 | $228,485.57 | -$7,569.52 | -3.21% |
Jacob B. Rue Shore Point Advisors LLC | 6,623 | $331,334.12 | $319,725.32 | -$11,608.8 | -3.5% |
Sue Cox BetterWealth LLC | 11,412 | $544,010.04 | $547,776 | $3,765.96 | 0.69% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 10,397 | $511,018.72 | $502,590.98 | -$8,427.74 | -1.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,227 | $259,215.36 | $252,359.56 | -$6,855.8 | -2.64% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 6,343 | $318,228.31 | $306,049.75 | -$12,178.56 | -3.83% |
Mark Mowrey Signature Resources Capital Management LLC | 109,573 | $5.42M | $5.3M | -$121,591.73 | -2.24% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 11,083 | $558,211.01 | $535,364.31 | -$22,846.7 | -4.09% |
Kevin Gray Lodestar Private Asset Management LLC | 22,146 | $1.09M | $1.07M | -$25,260.26 | -2.31% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 5,217 | $248,717 | $251,668.08 | $2,951.08 | 1.19% |
Alexandra Stickelman Root Financial Partners, LLC | 63,917 | $3.18M | $3.09M | -$94,202.34 | -2.96% |
Lars Phillips RAM Investment Partners, LLC | 17,040 | $850,321.97 | $822,691.2 | -$27,630.77 | -3.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,237 | $312,338.17 | $299,376 | -$12,962.17 | -4.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,266 | $611,460.86 | $592,202.48 | -$19,258.38 | -3.15% |
Amir Har-El Savvy Advisors, Inc. | 191,505 | $9.55M | $9.25M | -$297,705.23 | -3.12% |