| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 67,919 | $2.29M | $2.26M | -$27,856.33 | -1.22% |
Carmen McClennon WR Wealth Planners, LLC | 8 | $280 | $264.8 | -$15.2 | -5.43% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 943,797 | $32.43M | $31.34M | -$1.09M | -3.36% |
Elizabeth Arce Sovran Advisors LLC | 12,001 | $402,947.06 | $397,233.08 | -$5,713.98 | -1.42% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 90,400 | $3.02M | $2.99M | -$31,997.15 | -1.06% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 138,907 | $4.68M | $4.62M | -$58,935.6 | -1.26% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 16,547 | $560,942.66 | $549,525.87 | -$11,416.79 | -2.04% |
May Hill Capital LLC May Hill Capital LLC | 7,344 | $247,750 | $244,738.8 | -$3,011.2 | -1.22% |
| BDP Barnes Dennig Private Wealth Management LLC Barnes Dennig Private Wealth Management LLC | 5,718 | $193,682 | $189,265.79 | -$4,416.21 | -2.28% |
Brian Mann Mann Financial Group Inc. | 30,621 | $1.03M | $1.01M | -$19,597.3 | -1.9% |