| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 223,331 | $2.56M | $2.3M | -$267,243.77 | -10.42% |
Jeffrey Hanson Breakwater Capital Group | 104,494 | $1.04M | $1.08M | $39,189.67 | 3.78% |
Jesse Haller Compass Financial Group Inc./SD | 44,035 | $494,439.6 | $449,377.17 | -$45,062.43 | -9.11% |
David Bach River Street Advisors LLC | 44,489 | $488,490 | $456,234.69 | -$32,255.31 | -6.6% |
Scott Boyce Decker Retirement Planning Inc. | 349 | $3,894.21 | $3,596.44 | -$297.77 | -7.65% |
Christopher C. Powers Farther Finance Advisors, LLC | 30,080 | $335,550.59 | $299,596.8 | -$35,953.79 | -10.71% |
Stacey Cheek Wheelhouse Advisory Group LLC | 17,304 | $189,995.71 | $175,203 | -$14,792.71 | -7.79% |
Courtney Haddad Concurrent Investment Advisors, LLC | 78,050 | $880,725.98 | $796,110 | -$84,615.98 | -9.61% |
James Rankin Modern Wealth Management, LLC | 30,936 | $345,240.12 | $316,320.6 | -$28,919.52 | -8.38% |
Owen McCabe Tyche Wealth Partners LLC | 16,729 | $203,927 | $172,559.63 | -$31,367.37 | -15.38% |
Curtis Burkholder Bare Financial Services, Inc | 1,055 | $12,396 | $10,761 | -$1,635 | -13.19% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 257,407 | $2.83M | $2.63M | -$200,777.54 | -7.1% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 24,505 | $284,258 | $252,278.97 | -$31,979.03 | -11.25% |
Ashley Meredith Abel Hall, LLC | 22,000 | $255,200 | $223,630 | -$31,570 | -12.37% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 26,100 | $290,914.4 | $266,220 | -$24,694.4 | -8.49% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,348 | $14,801 | $13,763.08 | -$1,037.92 | -7.01% |
Neil Azous Rareview Capital LLC | 401,225 | $4.46M | $4.05M | -$403,311.49 | -9.05% |
Heather Scully NWF Advisory Services Inc. | 11,252 | $130,524 | $115,951.86 | -$14,572.14 | -11.16% |
| RN Ron New Whipplewood Advisors LLC | 32,930 | $363,443.4 | $338,849.7 | -$24,593.7 | -6.77% |
| TM Thomas Morgan Corps Capital Advisors LLC | 17,100 | $196,992 | $174,182.31 | -$22,809.69 | -11.58% |