| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| QS Quentin Stoker Gallacher Capital Management LLC | 41,658 | $1.07M | $1.06M | -$12,365.43 | -1.15% |
| BP Brett Pohl Kingdom Financial Group LLC | 975 | $25,988.97 | $24,818.62 | -$1,170.35 | -4.5% |
Scott Register Register Financial Advisors LLC | 18,957 | $503,198.3 | $482,171.29 | -$21,027.01 | -4.18% |
Bree Pate Olisti Co. Wealth LLC | 120 | $3,047 | $3,052.2 | $5.2 | 0.17% |
Matthew C. Jessup Jessup Wealth Management Inc. | 27,585 | $737,047.87 | $703,555.42 | -$33,492.45 | -4.54% |
Andy Peters Goldstein Advisors LLC | 9,941 | $266,251.62 | $253,495.5 | -$12,756.12 | -4.79% |
Bepin Serraj Richard W. Paul & Associates LLC | 374,816 | $9.91M | $9.54M | -$376,616.35 | -3.8% |
Jeffrey Hanson Breakwater Capital Group | 512,052 | $13.5M | $13.02M | -$479,176.25 | -3.55% |
Nathan Blair Palo Alto Wealth Advisors LLC | 21,890 | $580,319.69 | $557,866.65 | -$22,453.04 | -3.87% |
Walter J. West Milestone Asset Management LLC | 77,155 | $2.02M | $1.97M | -$49,745.41 | -2.47% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 9,957 | $265,628.03 | $253,256.29 | -$12,371.74 | -4.66% |
Jeffrey Steele Silverlake Wealth Management LLC | 31,066 | $825,549.6 | $789,853.05 | -$35,696.55 | -4.32% |
Kevin Kroskey True Wealth Design LLC | 131,877 | $3.45M | $3.36M | -$85,168.28 | -2.47% |
Jill Batley Gateway Wealth Partners LLC | 558,957 | $14.66M | $14.22M | -$444,546.3 | -3.03% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 86,911 | $2.28M | $2.22M | -$65,913.69 | -2.89% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 17,334 | $457,582.04 | $441,930.33 | -$15,651.71 | -3.42% |
Ryan P. Ruggaard Ruggaard & Associates LLC | 49,472 | $1.29M | $1.26M | -$33,315.68 | -2.58% |
Ian Laterreur Ergawealth Advisors Inc. | 58,777 | $1.54M | $1.5M | -$42,014.19 | -2.73% |
| JC Jared Calvert Buck Wealth Strategies LLC | 46,410 | $1.22M | $1.18M | -$33,654.63 | -2.77% |
Jackson O'Connor O'Connor Financial Group LLC | 680,796 | $18.03M | $17.35M | -$676,967.94 | -3.76% |