| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 15,743 | $804,728.72 | $768,573.26 | -$36,155.46 | -4.49% |
Lukas Lindgren Abound Wealth Management | 126 | $6,325 | $6,151.95 | -$173.05 | -2.74% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 115,499 | $5.91M | $5.63M | -$282,524.65 | -4.78% |
Loni Adams Daymark Wealth Partners LLC | 105,577 | $5.44M | $5.16M | -$278,195.13 | -5.12% |
Jade Franke Retirement Investment Advisors Inc. | 169,817 | $8.69M | $8.29M | -$400,112.37 | -4.61% |
Jeffrey D. Munjack JDM Financial Group LLC | 738 | $37,726.56 | $35,892.63 | -$1,833.93 | -4.86% |
| QS Quentin Stoker Gallacher Capital Management LLC | 7,495 | $383,158.61 | $364,556.8 | -$18,601.81 | -4.85% |
John J. Edwards Breed's Hi LLCapital LLC | 5,607 | $289,489.9 | $273,621.6 | -$15,868.3 | -5.48% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 15,965 | $824,219.26 | $779,491.12 | -$44,728.14 | -5.43% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 29,597 | $1.5M | $1.44M | -$54,560.29 | -3.64% |
Jeffrey Hanson Breakwater Capital Group | 4,698 | $239,990.3 | $228,745.62 | -$11,244.68 | -4.69% |
Nathan Blair Palo Alto Wealth Advisors LLC | 7,541 | $391,068.09 | $368,076.21 | -$22,991.88 | -5.88% |
Moises Valladares Insigneo Advisory Services LLC | 9,333 | $488,435.08 | $456,010.38 | -$32,424.7 | -6.64% |
Robert B. LaRue Owen LaRue LLC | 4,246 | $223,510.24 | $207,204.8 | -$16,305.44 | -7.3% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 5,901 | $283,425 | $287,083.65 | $3,658.65 | 1.29% |
Jill Batley Gateway Wealth Partners LLC | 9,869 | $499,479.87 | $481,113.75 | -$18,366.12 | -3.68% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 18,649 | $936,367 | $910,817.16 | -$25,549.84 | -2.73% |
| JC Jared Calvert Buck Wealth Strategies LLC | 163 | $8,396 | $7,962.55 | -$433.45 | -5.16% |
Eugene Donato KENNEDY INVESTMENT GROUP | 32,342 | $1.64M | $1.58M | -$61,144.09 | -3.73% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 36,490 | $1.89M | $1.78M | -$114,003.25 | -6.02% |