| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jodi Greenlund Financial Council LLC | 10,641 | $119,546.52 | $115,614.46 | -$3,932.06 | -3.29% |
Andrew Endelman Independent Wealth Network Inc. | 113,320 | $1.31M | $1.23M | -$75,321.46 | -5.76% |
Matthew Liebman Amplius Wealth Advisors LLC | 21,761 | $289,127.98 | $236,324.46 | -$52,803.52 | -18.26% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,891 | $146,655.28 | $140,318.53 | -$6,336.75 | -4.32% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,400 | $26,112 | $26,124 | $12 | 0.05% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,592 | $74,094.08 | $71,753.92 | -$2,340.16 | -3.16% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 42 | $498.96 | $457.17 | -$41.79 | -8.38% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 55,508 | $640,017.25 | $603,094.42 | -$36,922.83 | -5.77% |
Jason Whitby Stone Summit Wealth LLC | 22,699 | $254,417.28 | $247,078.61 | -$7,338.67 | -2.88% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 34,158 | $383,935.92 | $371,809.83 | -$12,126.09 | -3.16% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 61,159 | $738,502.16 | $666,021.51 | -$72,480.65 | -9.81% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 1,714 | $18,648.32 | $18,656.89 | $8.57 | 0.05% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 48,719 | $594,525.97 | $530,306.31 | -$64,219.66 | -10.8% |
| JL James Langer Redmont Wealth Advisors LLC | 1,861 | $20,880.42 | $20,256.98 | -$623.44 | -2.99% |
| WTM W. Travis McKinney HB Wealth Management LLC | 10,851 | $118,058.88 | $117,841.86 | -$217.02 | -0.18% |
Courtney Lawson Autumn Glory Partners LLC | 23,627 | $258,715.65 | $256,943.62 | -$1,772.03 | -0.68% |
Marc H. Stone Tyler-Stone Wealth Management | 15,243 | $204,869.14 | $165,538.98 | -$39,330.16 | -19.2% |
| EM Erin Mccann Simplicity Wealth LLC | 12,453 | $144,389.28 | $135,239.58 | -$9,149.7 | -6.34% |
Michael Byun SageView Advisory Group LLC | 1,280 | $14,387 | $13,920 | -$467 | -3.25% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 62,759 | $708,201.05 | $682,504.12 | -$25,696.93 | -3.63% |