| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Scully NWF Advisory Services Inc. | 25,125 | $1.27M | $1.21M | -$63,026.97 | -4.95% |
Brian Griffin Friday Financial | 35,216 | $1.76M | $1.7M | -$63,126.94 | -3.59% |
Tandem Financial LLC Tandem Financial LLC | 26,854 | $1.34M | $1.29M | -$49,449.95 | -3.68% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 45,810 | $2.28M | $2.21M | -$74,487.4 | -3.27% |
Lia Bertelson Mallini Complete Financial Planning LLC | 10,600 | $531,590 | $510,602 | -$20,988 | -3.95% |
| MWG Martin Worley Group Martin Worley Group | 144,916 | $7.27M | $6.99M | -$279,179.87 | -3.84% |
VestGen Advisors LLC VestGen Advisors LLC | 20,643 | $1.02M | $994,579.74 | -$25,081.31 | -2.46% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 256,993 | $12.94M | $12.39M | -$545,166.98 | -4.21% |
Sincerus Advisory LLC Sincerus Advisory LLC | 9,208 | $454,404.13 | $443,963.72 | -$10,440.41 | -2.3% |
| JB Jeff Burrow Sierra Ocean LLC | 6,355 | $320,722.36 | $306,120.35 | -$14,602.01 | -4.55% |
| JS Jeffrey Socha Entrewealth LLC | 4,766 | $237,251 | $229,625.88 | -$7,625.12 | -3.21% |
Bradley Wilson Crews Bank & Trust | 12,946 | $649,528.85 | $623,408.16 | -$26,120.69 | -4.02% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 9,524 | $476,430.89 | $459,152.04 | -$17,278.85 | -3.63% |
Samira Kadam Synergy Investment Management LLC | 26,484 | $1.33M | $1.28M | -$58,566.54 | -4.39% |
| BM Berkeley Meredith Hughes Financial Services LLC | 97,587 | $4.87M | $4.7M | -$172,159.44 | -3.53% |
| RCM Riggs Capital Management LLC Riggs Capital Management LLC | 34,137 | $1.71M | $1.65M | -$66,911.97 | -3.91% |
David N. Smith Bridge Generations Wealth Management LLC | 52,136 | $2.62M | $2.51M | -$102,165.73 | -3.9% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 104,293 | $5.21M | $5.03M | -$185,139.18 | -3.55% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 359,313 | $18.13M | $17.34M | -$797,415.99 | -4.4% |
Rossby Financial LLC Rossby Financial LLC | 24,152 | $1.21M | $1.16M | -$44,440.5 | -3.68% |