| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 1.21M | $27.9M | $26.64M | -$1.26M | -4.52% |
Benjamin J. Jones National Wealth Management Group, LLC | 80,097 | $1.84M | $1.75M | -$88,952.43 | -4.82% |
Staci Compagno Portside Wealth Group, LLC | 217,927 | $5.01M | $4.78M | -$227,072.99 | -4.53% |
Courtney Holt Compound Planning, Inc. | 16,193 | $371,704.43 | $357,298.54 | -$14,405.89 | -3.88% |
Nemes Rush Group LLC Nemes Rush Group LLC | 308 | $7,091.7 | $6,791.4 | -$300.3 | -4.23% |
Shawn Scholz Impact Partnership Wealth, LLC | 14,122 | $324,696.16 | $309,836.68 | -$14,859.48 | -4.58% |
John Shanley Aspect Partners, LLC | 21 | $478 | $464.1 | -$13.9 | -2.91% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,893 | $66,298.77 | $63,790.65 | -$2,508.12 | -3.78% |
| DT Derek Tinnin Altiora Financial Group, LLC | 94,459 | $2.17M | $2.08M | -$92,176.49 | -4.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 21,353 | $492,349.64 | $471,017.29 | -$21,332.35 | -4.33% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 46,787 | $1.07M | $1.03M | -$40,930.23 | -3.82% |
Alisha Arvold Christopher J. Hasenberg, Inc | 1,050 | $24,119 | $23,005.5 | -$1,113.5 | -4.62% |
Thomas Dobbins New Republic Capital, LLC | 6,909 | $158,952.42 | $151,583.46 | -$7,368.96 | -4.64% |
John Hayes LongView Wealth Management | 77,794 | $1.78M | $1.7M | -$79,408.86 | -4.45% |
Norden Group LLC NORDEN GROUP LLC | 29,791 | $673,955.62 | $658,381.1 | -$15,574.52 | -2.31% |
Alicia Fuschak Avid Wealth Partners LLC | 24,621 | $560,866 | $542,961.99 | -$17,904.01 | -3.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 915,779 | $21M | $20.09M | -$912,011.05 | -4.34% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 300,198 | $6.85M | $6.62M | -$224,533.57 | -3.28% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 548,054 | $12.62M | $12.02M | -$595,149.3 | -4.72% |
NICOLE MARTIN Arlington Trust Co LLC | 31,361 | $722,086.97 | $691,666.85 | -$30,420.12 | -4.21% |