| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 18,721 | $941,815.41 | $811,836.16 | -$129,979.25 | -13.8% |
Kristofer Gray Integrity Financial Corp. /WA | 677 | $36,029.94 | $29,358.1 | -$6,671.84 | -18.52% |
| PP Penny Paul Andina Capital Management LLC | 10,225 | $462,579.51 | $443,407.12 | -$19,172.39 | -4.14% |
| DW Darren Woolson Asset Allocation Strategies LLC | 6,786 | $300,735.09 | $294,274.89 | -$6,460.2 | -2.15% |
| TG Timothy Gerlach Novem Group | 12,327 | $537,316 | $534,560.35 | -$2,755.65 | -0.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,423 | $788,216.52 | $755,548.39 | -$32,668.13 | -4.14% |
| DAL Drake & Associates LLC Drake & Associates LLC | 33,299 | $1.45M | $1.44M | -$3,165.33 | -0.22% |
Amna Ali Khan GDS Wealth Management | 685,735 | $29.94M | $29.74M | -$204,347.48 | -0.68% |
Mariana Coli Dunhill Financial LLC | 47 | $2,048 | $2,038.15 | -$9.85 | -0.48% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,545 | $760,753.81 | $760,838.92 | $85.11 | 0.01% |
| BG Becki Goebel TCP Asset Management LLC | 469,114 | $20.74M | $20.34M | -$393,858.34 | -1.9% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,913 | $217,737.39 | $213,052.24 | -$4,685.15 | -2.15% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,004 | $43,935.03 | $43,478.22 | -$456.81 | -1.04% |
Kyle Kelley Family Capital Management Inc. | 106,151 | $4.7M | $4.6M | -$99,730.19 | -2.12% |
| WJW Walter J. West Milestone Asset Management LLC | 14,796 | $644,958 | $640,296.9 | -$4,661.1 | -0.72% |
| NH Nathaniel Holden Core Wealth Partners LLC | 84,881 | $3.72M | $3.68M | -$41,349.74 | -1.11% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 480 | $21,410 | $20,815.2 | -$594.8 | -2.78% |
Jill Batley Gateway Wealth Partners LLC | 75,469 | $3.31M | $3.27M | -$37,030.33 | -1.12% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 54,997 | $2.36M | $2.38M | $21,677.93 | 0.92% |
Ann Reilley Alpha Financial Advisors LLC | 380,905 | $16.76M | $16.52M | -$245,708.65 | -1.47% |