| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 39,232 | $1.79M | $1.75M | -$41,234.07 | -2.3% |
Candace Cavalier Congress Wealth Management LLC / DE / | 21,879 | $999,165.51 | $975,803.4 | -$23,362.11 | -2.34% |
Craig Kurth PCG Wealth Advisors LLC | 88,716 | $4.03M | $3.96M | -$70,741.75 | -1.76% |
David Mailloux WealthCare Investment Partners LLC | 12,300 | $544,866.21 | $548,764.5 | $3,898.29 | 0.72% |
Tyler Glazier New Millennium Group LLC | 15 | $685.65 | $667.95 | -$17.7 | -2.58% |
Sean Reitenbach Prosperity Consulting Group LLC | 33,470 | $1.54M | $1.49M | -$44,682.45 | -2.91% |
Jeremy Baltz Raleigh Capital Management Inc. | 670 | $30,015.5 | $29,845.15 | -$170.35 | -0.57% |
Timothy R. Guthrie Bullseye Investment Management LLC | 2,442 | $111,631.29 | $108,791.1 | -$2,840.19 | -2.54% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 45,125 | $2.08M | $2.01M | -$67,075.19 | -3.22% |
Missy Straw Nilsine Partners LLC | 212,769 | $9.66M | $9.48M | -$179,774.45 | -1.86% |
| EM Erin Mccann Simplicity Wealth LLC | 15,031 | $673,119.8 | $670,307.44 | -$2,812.36 | -0.42% |
Michael Byun SageView Advisory Group LLC | 56,727 | $2.6M | $2.53M | -$75,447.73 | -2.9% |
Kristofer Gray Integrity Financial Corp. /WA | 23,410 | $1.07M | $1.04M | -$26,388.55 | -2.47% |
Penny Paul Andina Capital Management LLC | 26,124 | $1.17M | $1.17M | -$3,396.12 | -0.29% |
Randy Smith Fairway Financial LLC | 136,173 | $6.28M | $6.07M | -$214,107.77 | -3.41% |
| DW Darren Woolson Asset Allocation Strategies LLC | 28,410 | $1.29M | $1.27M | -$24,650.17 | -1.91% |
Timothy Dempsey DHK Financial Advisors Inc. | 100,979 | $4.58M | $4.5M | -$74,770.2 | -1.63% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,265 | $789,183.15 | $769,846.35 | -$19,336.8 | -2.45% |
David W. Chenet Presidio Capital Management LLC | 38,433 | $1.76M | $1.71M | -$50,537.39 | -2.86% |
Brad Saenz Coastwise Capital Group LLC | 34,211 | $1.58M | $1.53M | -$47,839 | -3.04% |