| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lars Phillips RAM Investment Partners, LLC | 583,595 | $28.02M | $27.26M | -$761,063.92 | -2.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 59,157 | $2.8M | $2.75M | -$53,449.21 | -1.91% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 88,249 | $4.25M | $4.12M | -$129,693.66 | -3.05% |
Stacey Cheek Wheelhouse Advisory Group LLC | 318,359 | $15.27M | $14.87M | -$396,037.95 | -2.59% |
William Ertel Tassel Capital Management, Inc. | 61,178 | $2.92M | $2.86M | -$63,743 | -2.18% |
Courtney Haddad Concurrent Investment Advisors, LLC | 162,601 | $7.79M | $7.6M | -$198,368.13 | -2.55% |
Scott McMillan White Wing Wealth Management | 36,648 | $1.77M | $1.71M | -$54,921.89 | -3.11% |
Derek Ripp Austin Wealth Management, LLC | 364,914 | $17.54M | $17.05M | -$493,744.44 | -2.82% |
Amir Har-El Savvy Advisors, Inc. | 8,045 | $385,822.92 | $375,942.85 | -$9,880.07 | -2.56% |
One Degree Advisors Inc. One Degree Advisors Inc | 29,613 | $1.43M | $1.38M | -$45,705.33 | -3.2% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 14,619 | $708,666.14 | $682,414.92 | -$26,251.22 | -3.7% |
Andy Bloom MB Generational Wealth, LLC | 75,937 | $3.65M | $3.55M | -$108,965.79 | -2.98% |
David Ragan Grunden Financial Advisory, Inc. | 12,580 | $609,148.11 | $587,800.5 | -$21,347.61 | -3.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 32,857 | $1.58M | $1.53M | -$50,578.54 | -3.21% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 5,247 | $241,519 | $245,061.13 | $3,542.13 | 1.47% |
Sharon Allen Sterling Wealth Management, Inc. | 27,665 | $1.33M | $1.29M | -$36,347.59 | -2.73% |
Michael Herman Apollon Financial, LLC | 5,715 | $274,160.01 | $266,747.62 | -$7,412.39 | -2.7% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 808,791 | $39.12M | $37.78M | -$1.34M | -3.43% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 36,355 | $1.76M | $1.7M | -$59,073.86 | -3.36% |
Tammy Trenta FF Advisors,LLC | 55,193 | $2.68M | $2.58M | -$99,327.83 | -3.71% |