| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 7,765 | $362,677.2 | $345,697.8 | -$16,979.4 | -4.68% |
April Lamb Sovereign Investment Advisors LLC | 22,236 | $1.03M | $988,946.1 | -$44,458.19 | -4.3% |
Penny A. Phillips Journey Strategic Wealth LLC | 8,448 | $398,069.76 | $375,724.8 | -$22,344.96 | -5.61% |
Tyler Glazier New Millennium Group LLC | 2,344 | $107,424.56 | $104,108.76 | -$3,315.8 | -3.09% |
Joshua Moeller Hill Island Financial LLC | 17,456 | $793,763.41 | $776,617.44 | -$17,145.97 | -2.16% |
Jay Richards Investment Advisory Group LLC | 64,863 | $3.07M | $2.89M | -$179,978.47 | -5.87% |
Sean Reitenbach Prosperity Consulting Group LLC | 19,234 | $895,256.92 | $854,839.74 | -$40,417.18 | -4.51% |
Gery Sadzewicz Forum Private Client Group LLC | 355,971 | $16.4M | $15.84M | -$560,126.59 | -3.41% |
Samantha Pierangeli City State Bank | 7,377 | $333,459.07 | $328,055.19 | -$5,403.88 | -1.62% |
Morgan Christen Spinnaker Investment Group LLC | 25,494 | $1.16M | $1.13M | -$29,469.07 | -2.54% |
W. Travis McKinney HB Wealth Management LLC | 7,792 | $363,267.06 | $346,510.24 | -$16,756.82 | -4.61% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 12,665 | $587,205.55 | $563,212.55 | -$23,993 | -4.09% |
Nathan Geraci ETF Store Inc. | 6,671 | $314,041.05 | $296,692.72 | -$17,348.33 | -5.52% |
Jeremy Baltz Raleigh Capital Management Inc. | 23,779 | $1.1M | $1.06M | -$47,548.61 | -4.31% |
Michelle McCarthy Vantage Financial Partners LLC | 15,048 | $709,042.18 | $670,162.68 | -$38,879.5 | -5.48% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 55,822 | $2.57M | $2.48M | -$94,811.94 | -3.68% |
Dalila Toledo Ascent Group LLC | 28,089 | $1.3M | $1.25M | -$46,062.23 | -3.56% |
| EM Erin Mccann Simplicity Wealth LLC | 400,169 | $18.49M | $17.8M | -$689,454.39 | -3.73% |
Patrick O'Connell Security Financial Services Inc. | 276,857 | $12.78M | $12.33M | -$455,378.79 | -3.56% |
Michael Byun SageView Advisory Group LLC | 22,202 | $1.04M | $986,656.88 | -$49,292.69 | -4.76% |