| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jaclyn Gilbert SAXON INTERESTS Inc. | 14,803 | $759,631.62 | $720,610.04 | -$39,021.58 | -5.14% |
Kristie R. Furseth Bowman & Co S.C. | 6,068 | $313,199.88 | $295,208.2 | -$17,991.68 | -5.74% |
Tracy Murray EdgeRock Capital LLC | 68,971 | $3.53M | $3.36M | -$167,801.31 | -4.76% |
David Mailloux WealthCare Investment Partners LLC | 59,000 | $2.99M | $2.87M | -$120,886.59 | -4.04% |
Penny A. Phillips Journey Strategic Wealth LLC | 146,105 | $7.41M | $7.11M | -$299,775.58 | -4.04% |
Gery Sadzewicz Forum Private Client Group LLC | 17,250 | $875,316.37 | $838,867.5 | -$36,448.87 | -4.16% |
Marc H. Stone Tyler-Stone Wealth Management | 5,383 | $290,073.1 | $261,506.14 | -$28,566.96 | -9.85% |
Missy Straw Nilsine Partners LLC | 9,386 | $476,878.88 | $456,534.1 | -$20,344.78 | -4.27% |
David T. Morgan High Net Worth Advisory Group LLC | 15,215 | $772,795.91 | $739,601.15 | -$33,194.76 | -4.3% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 4,172 | $215,275 | $202,759.2 | -$12,515.8 | -5.81% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,382 | $733,577.28 | $699,684.3 | -$33,892.98 | -4.62% |
Vito Collacuro Sutton Place Investors LLC | 6,938 | $339,576.29 | $337,949.98 | -$1,626.31 | -0.48% |
Loni Adams Daymark Wealth Partners LLC | 3,965 | $203,691 | $192,897.65 | -$10,793.35 | -5.3% |
Brian Matter Creative Capital Management Investments LLC | 2,036 | $104,583.21 | $98,949.6 | -$5,633.61 | -5.39% |
Amy Ardeel Icon Wealth Advisors LLC | 5,267 | $273,334.94 | $256,028.87 | -$17,306.07 | -6.33% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 21,379 | $1.08M | $1.04M | -$43,201.15 | -3.98% |
Kyle Kelley Family Capital Management Inc. | 32,004 | $1.62M | $1.56M | -$58,174.49 | -3.6% |
Robert B. LaRue Owen LaRue LLC | 4,944 | $250,705.5 | $240,599.76 | -$10,105.74 | -4.03% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 539 | $27,460.19 | $26,200.79 | -$1,259.4 | -4.59% |
Jill Batley Gateway Wealth Partners LLC | 68,048 | $3.45M | $3.31M | -$140,811.87 | -4.08% |