| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Eric Malden Shearwater Capital LLC | 32,921 | $1.41M | $1.34M | -$74,663.27 | -5.29% |
Robert Lucia Andrews, Lucia Wealth Management LLC | 28,884 | $1.21M | $1.17M | -$38,460.35 | -3.17% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,560 | $66,181.1 | $63,320.4 | -$2,860.7 | -4.32% |
Caitlin Garner SC&H Financial Advisors Inc. | 251,315 | $10.62M | $10.22M | -$393,885.2 | -3.71% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 825,494 | $34.75M | $33.54M | -$1.22M | -3.5% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 13,199 | $549,752.83 | $536,737.33 | -$13,015.5 | -2.37% |
Clint Dunn Beaird Harris Wealth Management LLC | 3.3M | $137.9M | $133.78M | -$4.12M | -2.99% |
Caroline Jankowski Operose Advisors LLC | 379 | $16,001.38 | $15,381.71 | -$619.67 | -3.87% |
Brian Ramsay Wealthspan Partners LLC | 144,142 | $5.99M | $5.85M | -$138,319.67 | -2.31% |
John Gorlow Cardiff Park Advisors LLC | 78 | $3,307.2 | $3,163.29 | -$143.91 | -4.35% |
Jay Richards Investment Advisory Group LLC | 27,219 | $1.16M | $1.11M | -$50,557.38 | -4.37% |
Kelly Kaczmarczyk Dravo Bay LLC | 416,839 | $17.85M | $16.93M | -$917,284.44 | -5.14% |
Gery Sadzewicz Forum Private Client Group LLC | 18,228 | $771,903.31 | $741,059.34 | -$30,843.97 | -4% |
Samantha Pierangeli City State Bank | 392,935 | $16.62M | $15.96M | -$652,184.29 | -3.93% |
Brett Lee Planning Center Inc. | 5,854 | $243,175.16 | $238,023.64 | -$5,151.52 | -2.12% |
Morgan Christen Spinnaker Investment Group LLC | 11,218 | $476,281.55 | $455,394.71 | -$20,886.84 | -4.39% |
W. Travis McKinney HB Wealth Management LLC | 360,320 | $15.2M | $14.64M | -$563,319.95 | -3.71% |
Allison Tronnes Forum Financial Management LP | 111,036 | $4.75M | $4.51M | -$237,366.24 | -5% |
| EM Erin Mccann Simplicity Wealth LLC | 86,568 | $3.7M | $3.52M | -$182,481.35 | -4.93% |
Michael Byun SageView Advisory Group LLC | 158,837 | $6.61M | $6.45M | -$166,903.22 | -2.52% |