| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Matthews Kfg Wealth Management LLC | 264,903 | $11.02M | $10.5M | -$522,153.78 | -4.74% |
Rodrigo Diaz Plan Group Financial LLC | 20,528 | $860,932.99 | $812,703.52 | -$48,229.47 | -5.6% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 19,023 | $791,972.46 | $753,881.49 | -$38,090.97 | -4.81% |
Drew Phillips Fortitude Family Office LLC | 594,614 | $24.55M | $23.5M | -$1.05M | -4.27% |
Lyndsay Goody Onyx Financial Advisors LLC | 54,231 | $2.24M | $2.15M | -$96,724.73 | -4.31% |
| BG Becki Goebel TCP Asset Management LLC | 55,207 | $2.28M | $2.19M | -$94,934.4 | -4.16% |
Nelson J. Lam LAM GROUP Inc. | 1,515 | $63,152.3 | $60,047.02 | -$3,105.28 | -4.92% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 10,453 | $431,701.05 | $413,886.53 | -$17,814.52 | -4.13% |
Todd Schanel Core Wealth Management Inc. | 315,342 | $13M | $12.49M | -$509,677.57 | -3.92% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,012 | $380,576.06 | $356,514.72 | -$24,061.34 | -6.32% |
Charles Mattingly Leading Edge Financial Planning LLC | 580,584 | $24.1M | $22.97M | -$1.13M | -4.68% |
Alexandra Stickelman Root Financial Partners, LLC | 7,393 | $308,697.03 | $292,467.08 | -$16,229.95 | -5.26% |
MATTHEW HALL Hill Investment Group Partners, LLC | 769,537 | $33.82M | $30.42M | -$3.4M | -10.05% |
Nemes Rush Group LLC Nemes Rush Group LLC | 3,243 | $135,385.73 | $128,179.57 | -$7,206.16 | -5.32% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,574 | $100,541 | $101,724.48 | $1,183.48 | 1.18% |
| DT Derek Tinnin Altiora Financial Group, LLC | 78,994 | $3.25M | $3.12M | -$132,000.47 | -4.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 125,076 | $5.13M | $4.92M | -$211,544.73 | -4.12% |
Kevin Orr Centennial Bank/AR/ | 33,892 | $1.4M | $1.34M | -$60,303.8 | -4.31% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,893 | $413,103.44 | $390,971.36 | -$22,132.08 | -5.36% |
Derek Ripp Austin Wealth Management, LLC | 181,479 | $7.41M | $7.18M | -$237,306.31 | -3.2% |