| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 73,705 | $1.69M | $1.65M | -$35,042.34 | -2.07% |
Cole Dimond Caliber Wealth Management LLC / KS | 19,130 | $439,175.46 | $429,468.5 | -$9,706.96 | -2.21% |
| AS Aryn Sands GK Wealth Management LLC | 16,814 | $383,011 | $377,474.3 | -$5,536.7 | -1.45% |
Warner Group LLC Warner Group LLC | 23,028 | $524,579 | $516,978.6 | -$7,600.4 | -1.45% |
Jon Lewis Midwest Trust Co | 21,828 | $504,088.3 | $490,038.6 | -$14,049.7 | -2.79% |
Molly Wheeler Burk Holdings LLC | 36 | $825 | $808.2 | -$16.8 | -2.04% |
| CTC Caldwell Trust Co Caldwell Trust Co | 4,229 | $99,745.78 | $94,941.05 | -$4,804.73 | -4.82% |
Landon Marsh Scott Marsh Financial LLC | 56,095 | $1.29M | $1.26M | -$29,730.25 | -2.31% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 853,799 | $19.58M | $19.17M | -$413,880.38 | -2.11% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 12,829 | $292,238 | $288,011.05 | -$4,226.95 | -1.45% |
Matthew J. Darcy Seneca Financial Advisors LLC | 13,382 | $309,391.8 | $300,425.9 | -$8,965.9 | -2.9% |
Matthew Jenkins GatePass Capital LLC | 41,841 | $957,102.32 | $939,330.45 | -$17,771.87 | -1.86% |
United Financial Planning Group LLC United Financial Planning Group LLC | 1,478 | $33,913.73 | $33,181.1 | -$732.63 | -2.16% |
Invested Advisors Invested Advisors | 34,229 | $771,395.4 | $768,441.05 | -$2,954.35 | -0.38% |
Blalock Williams LLC Blalock Williams LLC | 19,609 | $448,939.4 | $441,006.41 | -$7,932.99 | -1.77% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 23,694 | $540,945.96 | $531,930.3 | -$9,015.66 | -1.67% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 222 | $5,131.57 | $4,983.9 | -$147.67 | -2.88% |