| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Matthews Kfg Wealth Management LLC | 264,903 | $11.02M | $10.73M | -$290,363.66 | -2.64% |
Rodrigo Diaz Plan Group Financial LLC | 24,471 | $1.03M | $990,953.14 | -$36,689.47 | -3.57% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 19,023 | $791,972.46 | $771,097.3 | -$20,875.16 | -2.64% |
Drew Phillips Fortitude Family Office LLC | 543,933 | $22.57M | $22.03M | -$540,842.89 | -2.4% |
Lyndsay Goody Onyx Financial Advisors LLC | 54,231 | $2.24M | $2.2M | -$47,374.52 | -2.11% |
| BG Becki Goebel TCP Asset Management LLC | 55,207 | $2.28M | $2.24M | -$46,628.28 | -2.04% |
Nelson J. Lam LAM GROUP Inc. | 1,515 | $63,152.3 | $61,349.92 | -$1,802.38 | -2.85% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 10,453 | $431,701.05 | $423,294.23 | -$8,406.82 | -1.95% |
Todd Schanel Core Wealth Management Inc. | 315,342 | $13M | $12.77M | -$232,176.61 | -1.79% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,598 | $405,322.8 | $388,671.01 | -$16,651.79 | -4.11% |
Charles Mattingly Leading Edge Financial Planning LLC | 580,584 | $24.1M | $23.51M | -$590,448.8 | -2.45% |
Alexandra Stickelman Root Financial Partners, LLC | 7,393 | $308,697.03 | $299,379.53 | -$9,317.5 | -3.02% |
MATTHEW HALL Hill Investment Group Partners, LLC | 769,537 | $33.82M | $31.19M | -$2.63M | -7.77% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,243 | $135,385.73 | $131,568.51 | -$3,817.22 | -2.82% |
| DT Derek Tinnin Altiora Financial Group, LLC | 78,994 | $3.25M | $3.21M | -$45,897.01 | -1.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 96,227 | $4M | $3.9M | -$107,229.18 | -2.68% |
Kevin Orr Centennial Bank/AR/ | 33,892 | $1.4M | $1.38M | -$24,378.28 | -1.74% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,893 | $413,103.44 | $400,617.03 | -$12,486.41 | -3.02% |
Derek Ripp Austin Wealth Management, LLC | 181,479 | $7.41M | $7.35M | -$63,993.87 | -0.86% |
Scott L. Comeau BCU Wealth Advisors, LLC | 127,636 | $5.25M | $5.17M | -$84,682.22 | -1.61% |