| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Dimond Caliber Wealth Management LLC / KS | 30,336 | $1.4M | $1.35M | -$52,176.6 | -3.73% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 262 | $12,070.6 | $11,655.07 | -$415.53 | -3.44% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 60,374 | $2.73M | $2.69M | -$43,906.6 | -1.61% |
| AS Aryn Sands GK Wealth Management LLC | 600 | $26,454 | $26,514 | $60 | 0.23% |
Investment Research Partners LLC Investment Research Partners LLC | 4,684 | $220,007 | $208,086.7 | -$11,920.3 | -5.42% |
Luis A. Galdamez Valtrion Capital Management LLC | 6,254 | $282,927.77 | $278,213.57 | -$4,714.2 | -1.67% |
Horan Wealth LLC Horan Wealth LLC | 12,672 | $588,045.66 | $564,347.52 | -$23,698.14 | -4.03% |
Jon Lewis Midwest Trust Co | 9,946 | $460,388 | $442,000.24 | -$18,387.76 | -3.99% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 12,492 | $581,377.68 | $555,644.16 | -$25,733.52 | -4.43% |
Molly Wheeler Burk Holdings LLC | 38 | $1,758 | $1,688.88 | -$69.12 | -3.93% |
Caldwell Trust Co Caldwell Trust Co | 184 | $8,317 | $8,182.48 | -$134.52 | -1.62% |
Matthew J. Darcy Seneca Financial Advisors LLC | 66,428 | $3.07M | $2.96M | -$110,374.78 | -3.6% |
Matthew Jenkins GatePass Capital LLC | 11,553 | $525,385.69 | $514,108.5 | -$11,277.19 | -2.15% |
United Financial Planning Group LLC United Financial Planning Group LLC | 93 | $4,344.03 | $4,131.99 | -$212.04 | -4.88% |
Blalock Williams LLC Blalock Williams LLC | 55,066 | $2.52M | $2.45M | -$68,345.81 | -2.71% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 11,258 | $523,073.6 | $500,643.26 | -$22,430.34 | -4.29% |
Payne Capital LLC Payne Capital LLC | 21,054 | $983,406.95 | $936,401.91 | -$47,005.04 | -4.78% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 25,052 | $1.17M | $1.11M | -$54,334.11 | -4.65% |
David K. Gilmore Equity Wealth Partners LLC | 119,930 | $5.53M | $5.33M | -$202,088.55 | -3.65% |