| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EW Ed West Values First Advisors Inc. | 5,304 | $506,418.17 | $443,414.4 | -$63,003.77 | -12.44% |
Christopher Schurmann Summit Investment Advisory Services LLC | 4,399 | $419,638.96 | $367,778.39 | -$51,860.57 | -12.36% |
Michael Byun SageView Advisory Group LLC | 23,515 | $2.13M | $1.97M | -$161,602.22 | -7.6% |
| NR Nichole Raftopoulos Nvest Financial LLC | 11,077 | $951,430.19 | $926,092.58 | -$25,337.61 | -2.66% |
| TK Taro Kuriyama Axq Capita LLP | 13,487 | $1.17M | $1.13M | -$41,135.8 | -3.52% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 12,176 | $1.21M | $1.02M | -$195,405.22 | -16.11% |
Kristen Williams Athena Investment Management | 5,458 | $601,076.26 | $456,288.8 | -$144,787.46 | -24.09% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 611 | $54,904.46 | $51,049.05 | -$3,855.41 | -7.02% |
Luther Hartwell Hodges Waycross Investment Management Co. | 14,179 | $1.11M | $1.18M | $75,432.45 | 6.8% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 11,454 | $958,046.22 | $956,981.7 | -$1,064.52 | -0.11% |
David K. Balsdon Harvest Portfolios Group Inc. | 662,264 | $53.46M | $55.33M | $1.87M | 3.5% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 26,468 | $2.23M | $2.21M | -$14,474.33 | -0.65% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 7,073 | $594,419.72 | $590,949.15 | -$3,470.57 | -0.58% |
| TG Timothy Gerlach Novem Group | 39,591 | $3.21M | $3.31M | $96,255.86 | 3% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,374 | $284,028.01 | $281,897.7 | -$2,130.31 | -0.75% |
Daniel Ronan Catalyst Financial Partners LLC | 8,351 | $704,959.57 | $697,726.05 | -$7,233.52 | -1.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 99,058 | $9.12M | $8.24M | -$882,203.64 | -9.67% |
Jeffrey Gilbert Balboa Wealth Partners | 4,017 | $373,626.09 | $334,736.61 | -$38,889.48 | -10.41% |
| EL Edward Lowndes Angeles Wealth Management LLC | 6,043 | $541,022.61 | $503,563.19 | -$37,459.42 | -6.92% |
| JMP James M. Perkins Quantum Private Wealth LLC | 2,560 | $261,047.19 | $213,324.8 | -$47,722.39 | -18.28% |