| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,420 | $225,165.42 | $211,778.8 | -$13,386.62 | -5.95% |
| TJS Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 13,222 | $2.05M | $1.98M | -$66,492.78 | -3.25% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 1,510 | $256,450.16 | $223,396.95 | -$33,053.21 | -12.89% |
Lydia Moore MRP Capital Investments LLC | 420 | $61,261.2 | $62,634.6 | $1,373.4 | 2.24% |
Jesse Haller Compass Financial Group Inc./SD | 3,828 | $578,664.49 | $566,333.46 | -$12,331.03 | -2.13% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 35,815 | $6.01M | $5.3M | -$708,441.79 | -11.79% |
David Bach River Street Advisors LLC | 7,963 | $1.21M | $1.18M | -$34,029.54 | -2.81% |
| MV Moises Valladares Insigneo Advisory Services LLC | 14,088 | $2.11M | $2.1M | -$12,066.72 | -0.57% |
John Canning Mi LLCreek Capital Advisors LLC | 64,277 | $9.75M | $9.51M | -$236,203.7 | -2.42% |
| NH Nathaniel Holden Core Wealth Partners LLC | 7,818 | $1.27M | $1.16M | -$117,109.73 | -9.19% |
| TS Todd Schanel Core Wealth Management Inc. | 2,177 | $345,074.7 | $322,076.26 | -$22,998.44 | -6.66% |
| MR Michael Radoff LGT Financial Advisors LLC | 328 | $54,732.78 | $48,525.96 | -$6,206.82 | -11.34% |
| TAL TFB Advisors LLC TFB Advisors LLC | 5,184 | $835,458.42 | $766,946.88 | -$68,511.54 | -8.2% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 11,799 | $1.78M | $1.75M | -$36,020.58 | -2.02% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 5,000 | $722,200 | $739,725 | $17,525 | 2.43% |
| KLM Kate L. Miller STAR Financial Bank | 3,696 | $558,948.25 | $546,804.72 | -$12,143.53 | -2.17% |
Ashley Buboltz Moran Wealth Management LLC | 134,599 | $20.8M | $19.85M | -$948,858.37 | -4.56% |
| LK Lenny Kisin Applied Capital LLC/FL | 10,924 | $1.66M | $1.61M | -$45,969.74 | -2.77% |
Jeffrey Rosenthal Viawealth LLC | 6,927 | $1.05M | $1.02M | -$32,593.84 | -3.09% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 3,374 | $511,055.59 | $497,665 | -$13,390.59 | -2.62% |