| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 4,791 | $1.66M | $1.41M | -$250,629.82 | -15.11% |
Lydia Moore MRP Capital Investments LLC | 1,265 | $397,298.8 | $371,808.81 | -$25,489.99 | -6.42% |
Jesse Haller Compass Financial Group Inc./SD | 1,225 | $394,365.47 | $377,630.75 | -$16,734.72 | -4.24% |
Neil Christ Oak Hill Wealth Advisors LLC | 528 | $213,940 | $156,029.29 | -$57,910.71 | -27.07% |
David Bach River Street Advisors LLC | 5,272 | $1.73M | $1.55M | -$180,442.5 | -10.43% |
Moises Valladares Insigneo Advisory Services LLC | 13,124 | $4.35M | $4.01M | -$336,118.59 | -7.73% |
John Canning Mi LLCreek Capital Advisors LLC | 4,539 | $1.54M | $1.33M | -$203,608.98 | -13.24% |
| NH Nathaniel Holden Core Wealth Partners LLC | 1,705 | $647,061.79 | $501,133.62 | -$145,928.17 | -22.55% |
David Stevens Stevens Capital Partners | 904 | $326,923.93 | $267,141.04 | -$59,782.89 | -18.29% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,429 | $3.62M | $3.08M | -$535,752.12 | -14.81% |
Scott Paschal Financial Partners Group LLC | 12,516 | $3.94M | $3.83M | -$111,946.1 | -2.84% |
Brendan G. Moody Watershed Private Wealth LLC | 759 | $248,630.46 | $233,976.93 | -$14,653.53 | -5.89% |
| KLM Kate L. Miller STAR Financial Bank | 1,674 | $533,431.25 | $514,704.78 | -$18,726.47 | -3.51% |
Ashley Buboltz Moran Wealth Management LLC | 49,050 | $17.48M | $14.49M | -$2.98M | -17.07% |
Steven Trigili Garden State Investment Advisory Services LLC | 2,636 | $885,332.21 | $778,964.39 | -$106,367.82 | -12.01% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 1,214 | $392,178.15 | $356,818.89 | -$35,359.26 | -9.02% |
Jeffrey Rosenthal Viawealth LLC | 3,415 | $1.09M | $1M | -$83,347.15 | -7.67% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 1,411 | $453,214.46 | $434,432.79 | -$18,781.67 | -4.14% |
| CJ Carl Jurgens Walker Financial Services Inc. | 586 | $192,694.71 | $178,519.04 | -$14,175.67 | -7.36% |
| SL Sarah Ludden Clifford Group LLC | 1,862 | $595,766.53 | $569,865.1 | -$25,901.43 | -4.35% |