| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 21,383 | $979,551.67 | $937,216.89 | -$42,334.78 | -4.32% |
Daniel Forbes Forbes Financial Planning Inc. | 358,978 | $16.36M | $15.73M | -$621,103.75 | -3.8% |
Taylor Fairman Eagle Rock Investment Company LLC | 96,151 | $4.41M | $4.22M | -$192,361.01 | -4.36% |
Russell Mohberg Regatta Capital Group LLC | 13,341 | $647,518.64 | $585,336.37 | -$62,182.27 | -9.6% |
Michelle McCarthy Vantage Financial Partners LLC | 9,221 | $430,718.39 | $404,617.48 | -$26,100.91 | -6.06% |
Michael O'Connor Capasso Planning Partners LLC | 6,694 | $304,510.06 | $293,565.37 | -$10,944.69 | -3.59% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,474 | $205,986.1 | $195,804.61 | -$10,181.49 | -4.94% |
William Jollie Quent Capital LLC | 1,678 | $76,332.22 | $73,546.74 | -$2,785.48 | -3.65% |
Dalila Toledo Ascent Group LLC | 57,249 | $2.61M | $2.51M | -$100,878.83 | -3.86% |
| EM Erin Mccann Simplicity Wealth LLC | 94,429 | $4.32M | $4.14M | -$181,588 | -4.2% |
Michael Byun SageView Advisory Group LLC | 11,227 | $524,744.12 | $491,518.06 | -$33,226.06 | -6.33% |
Jason Matthews Kfg Wealth Management LLC | 860,706 | $39.3M | $37.72M | -$1.59M | -4.04% |
Samuel Miller Kraft, Davis & Associates LLC | 11,330 | $508,608.72 | $497,160.4 | -$11,448.32 | -2.25% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,112 | $96,349.44 | $92,463.57 | -$3,885.87 | -4.03% |
Jaimie Palmer Beacon Capital Management LLC | 5,382 | $246,826.66 | $235,946.88 | -$10,879.78 | -4.41% |
Timothy Gerlach Novem Group | 7,244 | $326,284.74 | $316,961.22 | -$9,323.52 | -2.86% |
Jim Clark Worth Asset Management LLC | 58,178 | $2.6M | $2.53M | -$71,233.22 | -2.74% |
Amanda Hawley Atria Wealth Solutions Inc. | 54,523 | $2.48M | $2.39M | -$89,045.06 | -3.59% |
Tu Tran Crosspoint Financial LLC | 19,930 | $906,617 | $873,531.9 | -$33,085.1 | -3.65% |
Craig Johnsen Fortitude Advisory Group LLC | 14,312 | $656,362.58 | $623,144.48 | -$33,218.1 | -5.06% |