| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 2,545 | $772,256.05 | $617,162.5 | -$155,093.55 | -20.08% |
Jesse Haller Compass Financial Group Inc./SD | 1,071 | $281,893.04 | $259,744.27 | -$22,148.77 | -7.86% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,108 | $901,247.59 | $754,824.42 | -$146,423.17 | -16.25% |
David Bach River Street Advisors LLC | 6,179 | $1.72M | $1.5M | -$225,181.54 | -13.09% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 1,281 | $338,114.78 | $310,168.53 | -$27,946.25 | -8.27% |
Moises Valladares Insigneo Advisory Services LLC | 10,636 | $3.13M | $2.59M | -$543,471.48 | -17.37% |
John Canning Mi LLCreek Capital Advisors LLC | 2,251 | $598,408.43 | $547,060.53 | -$51,347.9 | -8.58% |
| NH Nathaniel Holden Core Wealth Partners LLC | 1,763 | $466,733.04 | $428,091.66 | -$38,641.38 | -8.28% |
Todd Schanel Core Wealth Management Inc. | 3,045 | $908,707.77 | $739,630.5 | -$169,077.27 | -18.61% |
David Stevens Stevens Capital Partners | 765 | $236,269.09 | $186,025.05 | -$50,244.04 | -21.27% |
Michael Radoff LGT Financial Advisors LLC | 622 | $168,192.56 | $151,556.52 | -$16,636.04 | -9.89% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,511 | $422,576.53 | $366,901.02 | -$55,675.51 | -13.18% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,282 | $2.76M | $2.5M | -$262,463.44 | -9.51% |
Brendan G. Moody Watershed Private Wealth LLC | 917 | $259,549.89 | $222,395.42 | -$37,154.47 | -14.31% |
| KLM Kate L. Miller STAR Financial Bank | 1,821 | $485,299.45 | $440,991.57 | -$44,307.88 | -9.13% |
Steven Trigili Garden State Investment Advisory Services LLC | 900 | $243,047.35 | $218,641.5 | -$24,405.85 | -10.04% |
Jeffrey Rosenthal Viawealth LLC | 2,316 | $619,391.24 | $560,425.68 | -$58,965.56 | -9.52% |
| FFL Financial Freedom LLC Financial Freedom LLC | 4,695 | $1.24M | $1.14M | -$104,105.3 | -8.38% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 1,316 | $402,231.12 | $318,761.52 | -$83,469.6 | -20.75% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 150 | $41,137.87 | $36,478.5 | -$4,659.37 | -11.33% |