| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 386,053 | $10.06M | $9.9M | -$158,289.07 | -1.57% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 18,102 | $462,306.09 | $463,049.16 | $743.07 | 0.16% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 155,677 | $4.1M | $3.98M | -$117,971.87 | -2.88% |
Nancy Williamson Helen Stephens Group LLC | 25,708 | $672,392.74 | $657,610.64 | -$14,782.1 | -2.2% |
| LV Leah Vaden Redwood Financial Network Corp. | 9,747 | $254,030.29 | $249,864.34 | -$4,165.95 | -1.64% |
Sean Murray Quantum Financial Advisors LLC | 13,226 | $342,727.43 | $338,321.08 | -$4,406.35 | -1.29% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 17,520 | $457,397.78 | $448,161.6 | -$9,236.18 | -2.02% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 19,866 | $524,877.59 | $508,172.28 | -$16,705.31 | -3.18% |
Moises Valladares Insigneo Advisory Services LLC | 27,353 | $712,546 | $699,416.21 | -$13,129.79 | -1.84% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,022 | $105,298.61 | $102,882.76 | -$2,415.85 | -2.29% |
Michael Ryan Michael S. Ryan, Inc. | 100,156 | $2.65M | $2.56M | -$86,850.31 | -3.28% |
| AK Alisha Kamadia United Community Bank | 1,465 | $38,178 | $37,430.75 | -$747.25 | -1.96% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 21,743 | $566,405 | $556,185.94 | -$10,219.06 | -1.8% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 93,518 | $2.39M | $2.39M | $1,092.02 | 0.05% |
Mark Weiskind Fairway Wealth LLC | 1,794 | $46,734 | $45,890.52 | -$843.48 | -1.8% |
Robert Phillips Greater Midwest Financial Group, LLC | 14,048 | $362,444.68 | $359,347.84 | -$3,096.84 | -0.85% |
| JH Julie Hazzard 10Elms LLP | 15,150 | $395,472.38 | $387,385.5 | -$8,086.88 | -2.04% |
| WMW Wilkins Miller Wealth Management LLC Wilkins Miller Wealth Management LLC | 8,772 | $232,185.97 | $224,387.76 | -$7,798.21 | -3.36% |
Buddy Levy Nestegg Advisors Inc. | 392,084 | $10.27M | $10.03M | -$245,010.79 | -2.38% |
| LC Leslie Childs MB Levis & Associates LLC | 515,551 | $13.75M | $13.19M | -$560,345.61 | -4.08% |