| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick Severson TrueWealth Financial Partners | 17,909 | $410,295.19 | $402,057.05 | -$8,238.14 | -2.01% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 443 | $10,206.72 | $9,945.35 | -$261.37 | -2.56% |
David Mailloux WealthCare Investment Partners LLC | 240,628 | $5.66M | $5.41M | -$250,195.91 | -4.42% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,320 | $98,409.6 | $96,984 | -$1,425.6 | -1.45% |
Tyler Glazier New Millennium Group LLC | 479 | $11,031.37 | $10,753.55 | -$277.82 | -2.52% |
Caroline Jankowski Operose Advisors LLC | 133 | $3,062.99 | $2,985.85 | -$77.14 | -2.52% |
Kathryn Brown Morton Brown Family Wealth LLC | 113 | $2,649.85 | $2,536.85 | -$113 | -4.26% |
John Gorlow Cardiff Park Advisors LLC | 55 | $1,263.9 | $1,234.75 | -$29.15 | -2.31% |
Jay Richards Investment Advisory Group LLC | 18,533 | $422,181.74 | $416,065.85 | -$6,115.89 | -1.45% |
Sean Reitenbach Prosperity Consulting Group LLC | 22,139 | $504,794.45 | $497,020.55 | -$7,773.9 | -1.54% |
James Langer Redmont Wealth Advisors LLC | 3,956 | $91,462.72 | $88,812.2 | -$2,650.52 | -2.9% |
Samantha Pierangeli City State Bank | 17,691 | $408,174.07 | $397,162.95 | -$11,011.12 | -2.7% |
Morgan Christen Spinnaker Investment Group LLC | 9,982 | $227,389.96 | $224,095.9 | -$3,294.06 | -1.45% |
W. Travis McKinney HB Wealth Management LLC | 30,246 | $695,946.82 | $679,022.7 | -$16,924.12 | -2.43% |
Taylor Fairman Eagle Rock Investment Company LLC | 10,175 | $270,784.75 | $228,428.75 | -$42,356 | -15.64% |
Jeremy Baltz Raleigh Capital Management Inc. | 17,723 | $405,466.17 | $397,881.35 | -$7,584.82 | -1.87% |
Michelle McCarthy Vantage Financial Partners LLC | 256,529 | $5.93M | $5.76M | -$173,117.09 | -2.92% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 30,253 | $693,096.23 | $679,179.85 | -$13,916.38 | -2.01% |
Marc H. Stone Tyler-Stone Wealth Management | 10,407 | $243,812.44 | $233,637.15 | -$10,175.29 | -4.17% |
Dalila Toledo Ascent Group LLC | 1.28M | $29.32M | $28.72M | -$594,594.64 | -2.03% |