| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 287,718 | $6.59M | $6.46M | -$131,154.17 | -1.99% |
Patrick O'Connell Security Financial Services Inc. | 152,223 | $3.49M | $3.42M | -$73,011.88 | -2.09% |
Michael Byun SageView Advisory Group LLC | 15,062 | $346,274.09 | $338,744.38 | -$7,529.71 | -2.17% |
Kristofer Gray Integrity Financial Corp. /WA | 11 | $257.18 | $246.95 | -$10.23 | -3.98% |
Jason Matthews Kfg Wealth Management LLC | 10,345 | $237,721.76 | $232,245.25 | -$5,476.51 | -2.3% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 14,649 | $335,485.61 | $328,870.05 | -$6,615.56 | -1.97% |
Jaimie Palmer Beacon Capital Management LLC | 55,509 | $1.26M | $1.25M | -$18,317.97 | -1.45% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 39,519 | $901,733.93 | $887,201.55 | -$14,532.38 | -1.61% |
Brian Levy West Wealth Group LLC | 232,206 | $5.33M | $5.21M | -$113,811.78 | -2.14% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 12,739 | $290,194 | $285,990.55 | -$4,203.45 | -1.45% |
Christopher M. Marks Sterling Investment Counsel LLC | 12,182 | $279,089.62 | $273,485.9 | -$5,603.72 | -2.01% |
Michael Topley Lansing Street Advisors | 92,150 | $2.11M | $2.07M | -$42,389 | -2.01% |
Mark Fiskio Empirical Asset Management LLC | 56,188 | $1.28M | $1.26M | -$15,207.05 | -1.19% |
Timothy Gerlach Novem Group | 164,220 | $3.77M | $3.69M | -$86,570.57 | -2.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 258,256 | $5.91M | $5.8M | -$109,339.06 | -1.85% |
Eric Dahm Range Financial Group LLC | 205,901 | $4.71M | $4.62M | -$91,126.19 | -1.93% |
Angela Cox W Advisors LLC | 18,944 | $433,503.16 | $425,292.8 | -$8,210.36 | -1.89% |
Vito Collacuro Sutton Place Investors LLC | 39,833 | $911,997.87 | $894,250.85 | -$17,747.02 | -1.95% |
Michael Stulic Astoria Portfolio Advisors LLC | 12,031 | $274,066.18 | $270,095.95 | -$3,970.23 | -1.45% |
Joseph Wallace Wallace Advisory Group LLC | 15,786 | $360,295.95 | $354,395.7 | -$5,900.25 | -1.64% |