| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 64,863 | $3.07M | $2.95M | -$120,628.82 | -3.93% |
Sean Reitenbach Prosperity Consulting Group LLC | 19,234 | $895,256.92 | $874,185.3 | -$21,071.62 | -2.35% |
Gery Sadzewicz Forum Private Client Group LLC | 355,971 | $16.4M | $16.18M | -$223,733.99 | -1.36% |
Samantha Pierangeli City State Bank | 7,377 | $333,459.07 | $335,284.65 | $1,825.58 | 0.55% |
Morgan Christen Spinnaker Investment Group LLC | 18,575 | $857,236.25 | $844,233.75 | -$13,002.5 | -1.52% |
W. Travis McKinney HB Wealth Management LLC | 6,756 | $315,455.66 | $307,060.2 | -$8,395.46 | -2.66% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 12,665 | $587,205.55 | $575,624.25 | -$11,581.3 | -1.97% |
Nathan Geraci ETF Store Inc. | 6,671 | $314,041.05 | $303,196.95 | -$10,844.1 | -3.45% |
Jeremy Baltz Raleigh Capital Management Inc. | 23,779 | $1.1M | $1.08M | -$23,412.92 | -2.12% |
Michelle McCarthy Vantage Financial Partners LLC | 15,048 | $709,042.18 | $683,931.6 | -$25,110.58 | -3.54% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 55,822 | $2.57M | $2.54M | -$35,082.4 | -1.36% |
Dalila Toledo Ascent Group LLC | 16,251 | $748,856.36 | $738,607.95 | -$10,248.41 | -1.37% |
| EM Erin Mccann Simplicity Wealth LLC | 400,169 | $18.49M | $18.19M | -$301,290.46 | -1.63% |
Patrick O'Connell Security Financial Services Inc. | 276,857 | $12.78M | $12.58M | -$199,286.06 | -1.56% |
Michael Byun SageView Advisory Group LLC | 22,202 | $1.04M | $1.01M | -$24,870.49 | -2.4% |
Penny Paul Andina Capital Management LLC | 16,577 | $765,029 | $753,424.65 | -$11,604.35 | -1.52% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 28,685 | $1.34M | $1.3M | -$36,568.2 | -2.73% |
Jaimie Palmer Beacon Capital Management LLC | 101,980 | $4.71M | $4.63M | -$71,386 | -1.52% |
Brian Levy West Wealth Group LLC | 468,155 | $22.37M | $21.28M | -$1.09M | -4.88% |
Candice Gilman Sofi Wealth LLC | 1.62M | $74.55M | $73.59M | -$958,136.41 | -1.29% |