| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lukas Lindgren Abound Wealth Management | 8 | $377 | $360.84 | -$16.16 | -4.29% |
Bridget Davis Cedar Point Capital Partners LLC | 215,088 | $10.12M | $9.71M | -$413,549.86 | -4.09% |
Victoria Latham Fiduciary Alliance LLC | 43,177 | $2.02M | $1.95M | -$75,170.31 | -3.72% |
Loni Adams Daymark Wealth Partners LLC | 1.47M | $69.08M | $66.32M | -$2.76M | -3.99% |
Jessica Thayer Unique Wealth LLC | 24,052 | $1.12M | $1.09M | -$34,284.47 | -3.06% |
Adam Laibson Mainsail Financial Group LLC | 18,744 | $869,290.12 | $845,823 | -$23,467.12 | -2.7% |
Dennis Wallace Fortune Financial Advisors LLC | 5,763 | $271,332.63 | $260,285.89 | -$11,046.74 | -4.07% |
| BP Brett Pohl Kingdom Financial Group LLC | 29 | $1,361 | $1,308.04 | -$52.96 | -3.89% |
Kevin Gray Lodestar Private Asset Management LLC | 151,302 | $6.98M | $6.83M | -$152,367.53 | -2.18% |
Nathan Blair Palo Alto Wealth Advisors LLC | 7,867 | $365,761.12 | $354,998.37 | -$10,762.75 | -2.94% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4,429 | $208,176.74 | $199,681.46 | -$8,495.28 | -4.08% |
Helen Semus Semus Wealth Partners LLC | 6,849 | $319,450.63 | $308,924.14 | -$10,526.49 | -3.3% |
Michael Radoff LGT Financial Advisors LLC | 3,530 | $166,630.78 | $159,414.8 | -$7,215.98 | -4.33% |
Steven Trigili Garden State Investment Advisory Services LLC | 30,339 | $1.41M | $1.37M | -$42,273.98 | -3% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 28,589 | $1.34M | $1.29M | -$46,765.74 | -3.5% |
Jeffrey Steele Silverlake Wealth Management LLC | 6,905 | $328,621.16 | $311,104.77 | -$17,516.39 | -5.33% |
Jill Batley Gateway Wealth Partners LLC | 12,893 | $605,179 | $581,023.04 | -$24,155.96 | -3.99% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 206,848 | $9.79M | $9.34M | -$451,356.42 | -4.61% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 213 | $10,019 | $9,615.88 | -$403.12 | -4.02% |
Jacob Going Alpine Bank Wealth Management | 161,218 | $7.63M | $7.27M | -$359,516.16 | -4.71% |