| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GPB Greg P. Benner Vertex Planning Partners LLC | 11,685 | $283,353.43 | $271,968.37 | -$11,385.06 | -4.02% |
Loni Adams Daymark Wealth Partners LLC | 10,280 | $245,178 | $239,369.8 | -$5,808.2 | -2.37% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 12,748 | $310,414.03 | $296,327.26 | -$14,086.77 | -4.54% |
Gregory Turcotte Alpha Financial Partners LLC | 12,064 | $293,319.7 | $280,668.96 | -$12,650.74 | -4.31% |
| JC Jared Calvert Buck Wealth Strategies LLC | 3,162 | $76,995 | $73,563.93 | -$3,431.07 | -4.46% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 16,200 | $389,689.28 | $376,731 | -$12,958.28 | -3.33% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 98,857 | $2.37M | $2.3M | -$75,550.87 | -3.18% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 461,315 | $11.08M | $10.74M | -$338,535.34 | -3.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 64,035 | $1.56M | $1.48M | -$76,826.16 | -4.94% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 15,083 | $366,717.53 | $351,056.82 | -$15,660.71 | -4.27% |
| AK Alisha Kamadia United Community Bank | 5,520 | $134,161.78 | $128,312.4 | -$5,849.38 | -4.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 358,065 | $8.72M | $8.34M | -$379,546.14 | -4.35% |
Dustin Schick Evergreen Private Wealth LLC | 157,574 | $3.84M | $3.67M | -$174,021.39 | -4.53% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 5,097 | $123,850 | $118,530.73 | -$5,319.27 | -4.29% |
Kevin Kuhn Kuhn & Co Investment Counsel | 70,053 | $1.71M | $1.63M | -$79,930.28 | -4.68% |
Angela Pompian Sunpointe, LLC | 18,369 | $448,184.84 | $426,620.02 | -$21,564.82 | -4.81% |
Kyle Jones Pineridge Advisors LLC | 1,529 | $37,511.33 | $35,541.6 | -$1,969.73 | -5.25% |
Brady Green GGM Financials LLC | 286,032 | $6.95M | $6.65M | -$297,584.43 | -4.28% |
Kings Path Partners LLC Kings Path Partners LLC | 828 | $20,162 | $19,246.86 | -$915.14 | -4.54% |
Elyxium Wealth LLC Elyxium Wealth LLC | 308,739 | $7.47M | $7.17M | -$294,100.58 | -3.94% |