| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Bach River Street Advisors LLC | 18,682 | $3.05M | $2.43M | -$624,177.9 | -20.44% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 8,085 | $1.2M | $1.04M | -$158,895.51 | -13.27% |
Moises Valladares Insigneo Advisory Services LLC | 9,411 | $1.53M | $1.24M | -$288,725.88 | -18.93% |
John Canning Mi LLCreek Capital Advisors LLC | 6,313 | $1.12M | $827,192.39 | -$292,669.76 | -26.13% |
| NH Nathaniel Holden Core Wealth Partners LLC | 5,001 | $874,541.53 | $653,030.58 | -$221,510.95 | -25.33% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,672 | $282,225.57 | $218,329.76 | -$63,895.81 | -22.64% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,995 | $1.88M | $1.44M | -$438,698.4 | -23.34% |
Scott Paschal Financial Partners Group LLC | 67,304 | $8.89M | $8.74M | -$148,032.64 | -1.67% |
| KLM Kate L. Miller STAR Financial Bank | 6,154 | $1.01M | $790,220.99 | -$220,892.34 | -21.85% |
Ashley Buboltz Moran Wealth Management LLC | 96,651 | $13.03M | $12.65M | -$380,050.5 | -2.92% |
| SL Sarah Ludden Clifford Group LLC | 2,891 | $495,270.05 | $375,627.63 | -$119,642.42 | -24.16% |
Andrew Lewis Genesis Private Wealth LLC | 2,708 | $405,184.75 | $353,583.56 | -$51,601.19 | -12.74% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 105 | $18,969 | $13,769.7 | -$5,199.3 | -27.41% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 17,702 | $2.55M | $2.3M | -$246,859.3 | -9.68% |
Richard W. Lowrie Park Edge Advisors LLC | 6,792 | $1.23M | $881,873.28 | -$348,093.37 | -28.3% |
Jason R. Parker Parker Financial LLC | 3,011 | $467,594.97 | $394,049.57 | -$73,545.4 | -15.73% |
Ira Ravitz Beverly Hills Private Wealth LLC | 48,106 | $7.79M | $6.31M | -$1.48M | -19.03% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 6,926 | $1.05M | $907,340.63 | -$145,826.93 | -13.85% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,959 | $733,017.83 | $649,777.77 | -$83,240.06 | -11.36% |
Philip Rc Dudley Dudley Capital Management LLC | 8,019 | $1.44M | $1.04M | -$398,263.23 | -27.61% |