| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 7,901 | $1.26M | $1.1M | -$160,583.4 | -12.71% |
Neil Christ Oak Hill Wealth Advisors LLC | 6,183 | $939,513.06 | $862,899.48 | -$76,613.58 | -8.15% |
David Bach River Street Advisors LLC | 18,682 | $3.05M | $2.61M | -$446,325.26 | -14.62% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 8,085 | $1.2M | $1.13M | -$68,747.76 | -5.74% |
Moises Valladares Insigneo Advisory Services LLC | 9,411 | $1.53M | $1.32M | -$200,168.46 | -13.12% |
John Canning Mi LLCreek Capital Advisors LLC | 6,313 | $1.12M | $881,042.28 | -$238,819.87 | -21.33% |
| NH Nathaniel Holden Core Wealth Partners LLC | 5,001 | $874,541.53 | $697,939.56 | -$176,601.97 | -20.19% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,672 | $282,225.57 | $232,575.22 | -$49,650.35 | -17.59% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,995 | $1.88M | $1.53M | -$349,968.64 | -18.62% |
Scott Paschal Financial Partners Group LLC | 67,304 | $8.89M | $9.39M | $506,162.24 | 5.7% |
| KLM Kate L. Miller STAR Financial Bank | 6,154 | $1.01M | $855,541.41 | -$155,571.92 | -15.39% |
Ashley Buboltz Moran Wealth Management LLC | 96,651 | $13.03M | $13.44M | $415,388.2 | 3.19% |
| SL Sarah Ludden Clifford Group LLC | 2,891 | $495,270.05 | $407,023.86 | -$88,246.19 | -17.82% |
Andrew Lewis Genesis Private Wealth LLC | 2,708 | $405,184.75 | $377,928.48 | -$27,256.27 | -6.73% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 105 | $18,969 | $14,461.65 | -$4,507.35 | -23.76% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 17,702 | $2.55M | $2.44M | -$111,173.47 | -4.36% |
Richard W. Lowrie Park Edge Advisors LLC | 6,792 | $1.23M | $947,891.52 | -$282,075.13 | -22.93% |
Jason R. Parker Parker Financial LLC | 3,072 | $477,068 | $428,728.32 | -$48,339.68 | -10.13% |
Ira Ravitz Beverly Hills Private Wealth LLC | 48,106 | $7.79M | $6.69M | -$1.11M | -14.19% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 6,926 | $1.05M | $966,592.56 | -$86,575 | -8.22% |