| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David B. Short Investments & Financial Planning LLC | 2,311 | $247,761.08 | $213,779.05 | -$33,982.03 | -13.72% |
Ana-Maria Ignat Covestor Ltd | 109 | $10,495.18 | $10,098.85 | -$396.33 | -3.78% |
Andrew Burkey Joseph Group Capital Management | 2,647 | $257,446.15 | $244,185.75 | -$13,260.4 | -5.15% |
James Langer Redmont Wealth Advisors LLC | 1,497 | $142,664.1 | $138,098.25 | -$4,565.85 | -3.2% |
W. Travis McKinney HB Wealth Management LLC | 2,516 | $242,466.92 | $233,107.4 | -$9,359.52 | -3.86% |
Mark Perrault Intergy Private Wealth LLC | 3,909 | $374,632.46 | $360,605.25 | -$14,027.21 | -3.74% |
Jeremy Baltz Raleigh Capital Management Inc. | 52,261 | $5.04M | $4.82M | -$222,513.84 | -4.41% |
Missy Straw Nilsine Partners LLC | 35,398 | $3.39M | $3.27M | -$120,285.51 | -3.55% |
Dalila Toledo Ascent Group LLC | 15,214 | $1.47M | $1.41M | -$58,405.47 | -3.98% |
| EM Erin Mccann Simplicity Wealth LLC | 16,838 | $1.64M | $1.56M | -$85,867.17 | -5.22% |
Robert Glass AlphaCentric Advisors LLC | 3,424 | $321,102.06 | $317,267.84 | -$3,834.22 | -1.19% |
Michael Byun SageView Advisory Group LLC | 15,264 | $1.49M | $1.41M | -$80,187.82 | -5.39% |
Samuel Miller Kraft, Davis & Associates LLC | 2,497 | $239,365 | $230,348.25 | -$9,016.75 | -3.77% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 90 | $8,588.94 | $8,302.5 | -$286.44 | -3.33% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 14,844 | $1.46M | $1.38M | -$87,931.75 | -6.01% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,895 | $281,390.19 | $268,250.7 | -$13,139.49 | -4.67% |
Daniel Ronan Catalyst Financial Partners LLC | 18,757 | $1.79M | $1.73M | -$64,082.23 | -3.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,098 | $1.54M | $1.49M | -$45,396.36 | -2.95% |
Jeffrey Gilbert Balboa Wealth Partners | 6,847 | $657,223.94 | $631,635.75 | -$25,588.19 | -3.89% |
James Rukstalis ESG Planning DBA Harper Investing | 125,451 | $12.03M | $11.62M | -$406,907.82 | -3.38% |