| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bepin Serraj Richard W. Paul & Associates LLC | 91,544 | $4.19M | $4.17M | -$21,460.22 | -0.51% |
Michael R. Panico Arcadia Wealth Management LLC | 5,320 | $245,511 | $241,794 | -$3,717 | -1.51% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 11,655 | $539,175.03 | $529,719.75 | -$9,455.28 | -1.75% |
Helen Semus Semus Wealth Partners LLC | 19,813 | $922,760.76 | $902,284.02 | -$20,476.74 | -2.22% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 97,986 | $4.55M | $4.45M | -$99,142.36 | -2.18% |
David Stevens Stevens Capital Partners | 5,414 | $249,872 | $246,553.56 | -$3,318.44 | -1.33% |
| TAL TFB Advisors LLC TFB Advisors LLC | 10,587 | $474,269.27 | $481,179.15 | $6,909.88 | 1.46% |
Andrew Lewis Genesis Private Wealth LLC | 79,884 | $3.72M | $3.63M | -$87,073.12 | -2.34% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 56,291 | $2.62M | $2.56M | -$62,406.85 | -2.38% |
Paul B. Ordonio Park Place Capital Corp. | 129,528 | $6.02M | $5.89M | -$125,786.54 | -2.09% |
| SM Sarah Moore BOS Asset Management LLC | 99,046 | $4.55M | $4.5M | -$45,286.89 | -1% |
Sheila J. Lindsay Bensler LLC | 230,170 | $10.78M | $10.46M | -$321,570.85 | -2.98% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,037 | $232,441 | $228,931.65 | -$3,509.35 | -1.51% |
Jill Batley Gateway Wealth Partners LLC | 495,031 | $22.76M | $22.5M | -$255,856.55 | -1.12% |
Gregory Turcotte Alpha Financial Partners LLC | 5,926 | $273,501 | $268,921.88 | -$4,579.12 | -1.67% |
Sean O'Reilly Ffg Retirement Advisors LLC | 138,732 | $6.34M | $6.31M | -$39,320.07 | -0.62% |
Courtney Gooding Bush Investment Group LLC | 44,040 | $2.02M | $2M | -$21,992.43 | -1.09% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 222 | $10,246 | $10,096.56 | -$149.44 | -1.46% |
| PIL PFG Investments LLC PFG Investments LLC | 16,620 | $771,741.06 | $755,379 | -$16,362.06 | -2.12% |
| MN Mark Neitzel M1 Capital Management LLC | 108,135 | $4.94M | $4.91M | -$25,723.33 | -0.52% |