| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Dausch ALM First Financial Advisors LLC | 180,503 | $6.87M | $6.91M | $44,223.05 | 0.64% |
Michael Radoff LGT Financial Advisors LLC | 227 | $9,065.1 | $8,714.51 | -$350.59 | -3.87% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,186 | $602,074.04 | $579,725.55 | -$22,348.49 | -3.71% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 28,270 | $1.14M | $1.09M | -$54,106 | -4.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 33 | $1,285.9 | $1,266.21 | -$19.69 | -1.53% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 16,044 | $624,353.78 | $614,485.2 | -$9,868.58 | -1.58% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 18,118 | $717,869.23 | $694,462.94 | -$23,406.29 | -3.26% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 14,297 | $569,526.7 | $549,004.8 | -$20,521.9 | -3.6% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 13 | $506.43 | $498.81 | -$7.62 | -1.5% |