| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 50,313 | $2.55M | $2.48M | -$63,160.02 | -2.48% |
David Millar Gen-Wealth Partners Inc | 1,160 | $58,046.23 | $57,147.4 | -$898.83 | -1.55% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 5,316 | $266,917.08 | $262,238.28 | -$4,678.8 | -1.75% |
Jade Eagles WEALTHGARDEN F.S. LLC | 4,682 | $234,696.94 | $231,033.29 | -$3,663.65 | -1.56% |
Beth Steinhaus Breakwater Investment Management | 88,227 | $4.43M | $4.35M | -$81,731.92 | -1.85% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 24,399 | $1.25M | $1.2M | -$49,101.45 | -3.92% |
Matthew Richmond Richmond Investment Services, LLC | 13,390 | $670,033.58 | $660,997.35 | -$9,036.23 | -1.35% |
David A Rozenson Fairscale Capital, LLC | 715 | $35,779 | $35,217.32 | -$561.68 | -1.57% |
Scott Geppert Stonekeep Investments, LLC | 50,605 | $2.53M | $2.5M | -$34,985.26 | -1.38% |
Jackie Berry Hershey Financial Advisers, LLC | 18,225 | $914,268.99 | $899,130.37 | -$15,138.62 | -1.66% |
JAMES ELIOS Elios Financial Group Inc. | 10,874 | $555,553 | $536,414.42 | -$19,138.58 | -3.44% |
Taryn Anderson YANKCOM Partnership | 1,288 | $63,369 | $63,537.04 | $168.04 | 0.27% |
Curtis Harrell Tounjian Advisory Partners LLC | 213 | $10,766 | $10,498.77 | -$267.23 | -2.48% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 22,898 | $1.16M | $1.13M | -$27,678.85 | -2.39% |
Jason Lina Golden Bell Financial Planning LLC | 6,133 | $310,330 | $302,264.9 | -$8,065.1 | -2.6% |
Thomas Lo Vested Financial Planning LLC | 17,630 | $882,546.15 | $868,982.7 | -$13,563.45 | -1.54% |
Retirement Wealth Solutions LLC Retirement Wealth Solutions LLC | 2 | $100.08 | $98.58 | -$1.5 | -1.5% |
Jefferson H. West Legacy Investment Solutions LLC | 394 | $19,834.81 | $19,410.41 | -$424.4 | -2.14% |
| AS Alex Sutherland LifePlan Investment Advisors Inc. | 104,740 | $5.24M | $5.17M | -$71,659.98 | -1.37% |
Jason D. Finley Finley Financial LLC | 14,460 | $724,458.74 | $713,094.9 | -$11,363.84 | -1.57% |