| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JMD John Michael Dodds Dodds Wealth LLC | 17,858 | $551,454.07 | $519,399.93 | -$32,054.14 | -5.81% |
Jacqueline Washburn Vawter Financial Ltd. | 7,294 | $221,163 | $212,401.28 | -$8,761.72 | -3.96% |
David Silver INSTRUMENTAL WEALTH, LLC | 14,037 | $434,744.31 | $408,757.44 | -$25,986.87 | -5.98% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 670 | $20,200.61 | $19,533.85 | -$666.76 | -3.3% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 32,144 | $987,305.53 | $928,158 | -$59,147.53 | -5.99% |
Courtney Holt Compound Planning, Inc. | 10,482 | $330,766.21 | $305,340.66 | -$25,425.55 | -7.69% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 14,548 | $450,021.8 | $424,583.38 | -$25,438.42 | -5.65% |
Nemes Rush Group LLC Nemes Rush Group LLC | 520 | $16,083.65 | $15,119 | -$964.65 | -6% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,589 | $111,395.6 | $104,691.13 | -$6,704.47 | -6.02% |
Nancy Smetek Arcataur Capital Management LLC | 47,032 | $1.45M | $1.37M | -$84,363.89 | -5.8% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,251 | $416,849.05 | $385,935.37 | -$30,913.68 | -7.42% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 237,128 | $7.23M | $6.91M | -$316,566.16 | -4.38% |
Bradley H. Owens LJI Wealth Management, LLC | 9,669 | $302,926.87 | $281,222.86 | -$21,704.01 | -7.16% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 32,330 | $1.01M | $941,449.6 | -$73,514.02 | -7.24% |
John Hayes LongView Wealth Management | 20,697 | $650,578.97 | $602,903.61 | -$47,675.36 | -7.33% |
Andrew Halac Talon Private Wealth, LLC | 84,060 | $2.61M | $2.45M | -$156,633.73 | -6.01% |
Norden Group LLC NORDEN GROUP LLC | 8,650 | $283,234.11 | $250,201.25 | -$33,032.86 | -11.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 81,528 | $2.47M | $2.36M | -$108,165.22 | -4.38% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 143,749 | $5.55M | $4.19M | -$1.36M | -24.56% |
Jae Cho Marex Group plc | 25,200 | $768,348 | $733,698 | -$34,650 | -4.51% |