| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andy Peters Goldstein Advisors LLC | 15,355 | $654,862.75 | $640,303.5 | -$14,559.25 | -2.22% |
Robert Hackenberg Northeast Financial Group Inc. | 6,027 | $264,705.37 | $252,681.97 | -$12,023.4 | -4.54% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 13,060 | $563,217.08 | $548,193.5 | -$15,023.58 | -2.67% |
Scott Boyce Decker Retirement Planning Inc. | 103,122 | $4.49M | $4.32M | -$172,981.44 | -3.85% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,752 | $510,521.98 | $490,058.4 | -$20,463.58 | -4.01% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 96,390 | $4.15M | $4.04M | -$106,557.07 | -2.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 7,992 | $350,928.1 | $335,104.56 | -$15,823.54 | -4.51% |
Cindi Hill Keener Financial Planning LLC | 11,142 | $481,447.67 | $467,184.06 | -$14,263.61 | -2.96% |
Brad Sayre Shared Vision Wealth Group LLC | 14,274 | $616,515.33 | $598,223.34 | -$18,291.99 | -2.97% |
Anthony Blagrove Traveka Wealth, LLC | 11,899 | $518,376.72 | $499,460.52 | -$18,916.2 | -3.65% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,164 | $50,760.39 | $48,783.24 | -$1,977.15 | -3.9% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 13,844 | $607,616.21 | $579,717.5 | -$27,898.71 | -4.59% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 70,839 | $3.07M | $2.97M | -$103,304.99 | -3.36% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 4,159 | $176,771.28 | $174,386.87 | -$2,384.41 | -1.35% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 24,818 | $1.09M | $1.04M | -$46,107.49 | -4.24% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 366,740 | $15.86M | $15.35M | -$516,288.21 | -3.25% |
Adam Stalnaker Rockport Wealth LLC | 14,080 | $599,621 | $590,092.8 | -$9,528.2 | -1.59% |
David Millar Gen-Wealth Partners Inc | 931 | $40,382.22 | $38,990.28 | -$1,391.94 | -3.45% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 7,364 | $318,840.39 | $308,772.52 | -$10,067.87 | -3.16% |
Holly Breeden Fort Vancouver Investment Management, LLC | 256 | $10,928.73 | $10,734.08 | -$194.65 | -1.78% |