| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Johnsen Fortitude Advisory Group LLC | 43,368 | $445,749.9 | $356,918.64 | -$88,831.26 | -19.93% |
Brad Saenz Coastwise Capital Group LLC | 12,917 | $119,094.74 | $105,983.98 | -$13,110.76 | -11.01% |
Rodrigo Diaz Plan Group Financial LLC | 12,978 | $112,779 | $107,133.39 | -$5,645.61 | -5.01% |
Rachel Faulk Cape Investment Advisory Inc. | 500 | $4,610 | $4,115 | -$495 | -10.74% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 29,464 | $265,765.28 | $242,046.76 | -$23,718.52 | -8.92% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 161,840 | $1.43M | $1.34M | -$91,561.2 | -6.41% |
Daniel Guy Ethos Financial Group LLC | 19,939 | $171,475 | $163,400.1 | -$8,074.9 | -4.71% |
Brian Matter Creative Capital Management Investments LLC | 921 | $8,279.79 | $7,579.83 | -$699.96 | -8.45% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 32,855 | $282,540.3 | $270,068.1 | -$12,472.2 | -4.41% |
Amy Ardeel Icon Wealth Advisors LLC | 21,518 | $190,707.4 | $176,340.01 | -$14,367.39 | -7.53% |
Jeffrey Hanson Breakwater Capital Group | 124,066 | $1.12M | $1.02M | -$102,926.91 | -9.19% |
| PIL PFG Investments LLC PFG Investments LLC | 22,247 | $193,995.19 | $182,981.57 | -$11,013.62 | -5.68% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 132,025 | $1.16M | $1.09M | -$72,232.72 | -6.23% |
Scott Boyce Decker Retirement Planning Inc. | 302 | $2,715.45 | $2,474.89 | -$240.56 | -8.86% |
Andrew Nall PMV Capital Advisers, LLC | 2,275 | $19,597.38 | $18,689.12 | -$908.26 | -4.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,877 | $34,261.81 | $31,907.71 | -$2,354.1 | -6.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 92,663 | $806,773.84 | $762,616.49 | -$44,157.35 | -5.47% |
James Rankin Modern Wealth Management, LLC | 10,356 | $95,482 | $85,281.66 | -$10,200.34 | -10.68% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 125,300 | $1.11M | $1.03M | -$80,113 | -7.22% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 356,385 | $3.26M | $2.93M | -$326,447.16 | -10.02% |