| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 4,547 | $432,715.3 | $411,912.73 | -$20,802.57 | -4.81% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,619 | $343,665.54 | $327,392.83 | -$16,272.71 | -4.74% |
Michelle McCarthy Vantage Financial Partners LLC | 5,087 | $487,385.47 | $461,331.38 | -$26,054.09 | -5.35% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 9,471 | $877,618.7 | $855,846.91 | -$21,771.79 | -2.48% |
Dalila Toledo Ascent Group LLC | 311,099 | $29.18M | $28.17M | -$1.01M | -3.46% |
| EM Erin Mccann Simplicity Wealth LLC | 59,911 | $5.64M | $5.43M | -$209,086.74 | -3.71% |
Patrick O'Connell Security Financial Services Inc. | 130,756 | $12.2M | $11.87M | -$330,673.14 | -2.71% |
Jaimie Palmer Beacon Capital Management LLC | 11,358 | $1.07M | $1.03M | -$43,728.3 | -4.07% |
Mark Fiskio Empirical Asset Management LLC | 5,588 | $518,984.72 | $504,931.68 | -$14,053.04 | -2.71% |
Timothy Gerlach Novem Group | 2,245 | $212,156.42 | $202,858.2 | -$9,298.22 | -4.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 202,581 | $18.94M | $18.35M | -$587,952.52 | -3.1% |
Eric Dahm Range Financial Group LLC | 39,602 | $3.73M | $3.59M | -$132,282.19 | -3.55% |
Angela Cox W Advisors LLC | 7,194 | $677,612.69 | $652,531.77 | -$25,080.92 | -3.7% |
Vito Collacuro Sutton Place Investors LLC | 9,602 | $893,758.26 | $871,237.47 | -$22,520.79 | -2.52% |
Benjamin Cauley Carr Financial Group Corp. | 9,180 | $861,547.97 | $832,396.5 | -$29,151.47 | -3.38% |
David W. Chenet Presidio Capital Management LLC | 12,238 | $1.14M | $1.11M | -$30,357.98 | -2.66% |
John DeMarco Trajan Wealth LLC | 26,726 | $2.54M | $2.42M | -$112,797.22 | -4.44% |
Mark Mowrey Signature Resources Capital Management LLC | 1 | $95 | $90.52 | -$4.48 | -4.72% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 128,832 | $12.25M | $11.66M | -$580,896.1 | -4.74% |
Rachel Faulk Cape Investment Advisory Inc. | 1,632 | $154,989.58 | $147,842.88 | -$7,146.7 | -4.61% |