| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Camaron Barta BXM Wealth LLC | 1,078 | $323,767.81 | $291,749.93 | -$32,017.88 | -9.89% |
| RN Ron New Whipplewood Advisors LLC | 3,328 | $964,817.34 | $900,689.95 | -$64,127.39 | -6.65% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 1,408 | $413,920.03 | $381,061.13 | -$32,858.9 | -7.94% |
| JB Joshalyn Baca TigerOak Management LLC | 6,042 | $1.75M | $1.65M | -$100,540.39 | -5.73% |
| JW Jeffrey Waters OFC Financial Planning LLC | 1,620 | $469,622.29 | $443,807.1 | -$25,815.19 | -5.5% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,797 | $546,100 | $486,340.1 | -$59,759.9 | -10.94% |
| TM Terry McHugh McHugh Group LLC | 6,006 | $1.74M | $1.63M | -$115,739.63 | -6.65% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 7,510 | $2.14M | $2.07M | -$73,797 | -3.44% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 4,138 | $1.22M | $1.13M | -$87,397.87 | -7.16% |
Financial Harvest LLC Financial Harvest LLC | 962 | $277,897.57 | $264,054.56 | -$13,843.01 | -4.98% |
| LG Luc Gaudet Louisbourg Investments Inc. | 10,620 | $2.82M | $2.87M | $51,468.37 | 1.82% |
George Hall II One8Zero8 LLC | 762 | $221,204.31 | $209,157.56 | -$12,046.75 | -5.45% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 2,161 | $627,440.75 | $584,853.06 | -$42,587.69 | -6.79% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 2,852 | $890,951.39 | $771,865.31 | -$119,086.08 | -13.37% |
| WCP Wealthcare Capital Partners LLC Wealthcare Capital Partners LLC | 1,150 | $333,515.64 | $311,236.01 | -$22,279.63 | -6.68% |
| IAL IFC Advisors LLC IFC Advisors LLC | 7,865 | $2.29M | $2.15M | -$133,133.2 | -5.82% |
| FLP Financial Life Planners Financial Life Planners | 165 | $51,086.61 | $44,655.6 | -$6,431.01 | -12.59% |
| RRR Ryan Robert Robaugh Hickory Asset Management Inc. | 807 | $233,892.18 | $218,406.49 | -$15,485.69 | -6.62% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 16,005 | $4.62M | $4.33M | -$292,783.76 | -6.33% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 20,186 | $6.27M | $5.46M | -$810,530.76 | -12.92% |