| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 82,436 | $1.78M | $1.75M | -$26,581.38 | -1.49% |
Jason Matthews Kfg Wealth Management LLC | 41,440 | $908,668.01 | $882,879.2 | -$25,788.81 | -2.84% |
Luther Hartwell Hodges Waycross Investment Management Co. | 456,903 | $9.93M | $9.73M | -$202,584.85 | -2.04% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 15,092 | $329,075.08 | $321,082.3 | -$7,992.78 | -2.43% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 11,698 | $254,782.44 | $248,874.95 | -$5,907.49 | -2.32% |
David Hunter Horizons Wealth Management | 11,616 | $246,491.52 | $247,478.88 | $987.36 | 0.4% |
Stephen Smith Kestra Investment Management LLC | 16,847 | $366,666.43 | $358,419.92 | -$8,246.51 | -2.25% |
Kurt Ahrens Mendota Financial Group LLC | 32,111 | $704,653.26 | $683,803.74 | -$20,849.52 | -2.96% |
Walter J. West Milestone Asset Management LLC | 13,244 | $286,559.03 | $281,766.1 | -$4,792.93 | -1.67% |
| KLM Kate L. Miller STAR Financial Bank | 17,319 | $378,305.99 | $368,461.72 | -$9,844.27 | -2.6% |
Nicholas Brown Granite Harbor Advisors Inc. | 28,821 | $626,625.04 | $613,454.98 | -$13,170.06 | -2.1% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 106,262 | $2.31M | $2.26M | -$48,636.3 | -2.11% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6,383 | $137,738.93 | $135,798.32 | -$1,940.61 | -1.41% |
Andrew Halac Talon Private Wealth, LLC | 9,352 | $202,482 | $199,197.6 | -$3,284.4 | -1.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,658 | $101,329.36 | $98,912.63 | -$2,416.73 | -2.39% |
Mark Weber DecisionMap Wealth Management, LLC | 20,302 | $436,146.69 | $432,534.11 | -$3,612.58 | -0.83% |
James Rankin Modern Wealth Management, LLC | 24,234 | $524,666 | $515,578.35 | -$9,087.65 | -1.73% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 59,547 | $1.3M | $1.27M | -$30,324.46 | -2.34% |
Rob Dainard Hara Capital LLC | 4,000 | $86,000.15 | $85,103.6 | -$896.55 | -1.04% |
Christian J. Cyr Cyr Financial Inc. | 14,381 | $315,250.2 | $305,993.17 | -$9,257.03 | -2.94% |