| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BP Brett Pohl Kingdom Financial Group LLC | 35,038 | $932,367.38 | $909,411.29 | -$22,956.09 | -2.46% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 242,636 | $6.45M | $6.33M | -$124,256.41 | -1.93% |
Bree Pate Olisti Co. Wealth LLC | 550 | $14,569.57 | $14,349.5 | -$220.07 | -1.51% |
Kevin Gray Lodestar Private Asset Management LLC | 129,504 | $3.35M | $3.38M | $27,534.59 | 0.82% |
| TT Thaddeus Toal RCS Financial Planning LLC | 7,601 | $201,427 | $198,310.09 | -$3,116.91 | -1.55% |
Jonathan Seed Seed Wealth Management Inc. | 159,565 | $4.18M | $4.16M | -$21,837.77 | -0.52% |
Bepin Serraj Richard W. Paul & Associates LLC | 514 | $13,310.38 | $13,340.87 | $30.49 | 0.23% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,130 | $29,691.06 | $29,481.7 | -$209.36 | -0.71% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 332,888 | $8.82M | $8.64M | -$186,421.27 | -2.11% |
Moises Valladares Insigneo Advisory Services LLC | 9,386 | $248,729 | $243,472.84 | -$5,256.16 | -2.11% |
Michael Radoff LGT Financial Advisors LLC | 1,887 | $50,834.99 | $49,231.83 | -$1,603.16 | -3.15% |
Dana Anspach Sensible Money LLC | 9,897 | $262,271 | $258,212.73 | -$4,058.27 | -1.55% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 207,460 | $5.46M | $5.41M | -$44,503.59 | -0.82% |
Jeffrey Rosenthal Viawealth LLC | 25,473 | $681,253.88 | $660,005.43 | -$21,248.45 | -3.12% |
| FFL Financial Freedom LLC Financial Freedom LLC | 73,385 | $1.96M | $1.9M | -$64,266.03 | -3.27% |
Robert Hackenberg Northeast Financial Group Inc. | 379,803 | $10.09M | $9.91M | -$181,740.13 | -1.8% |
Jill Batley Gateway Wealth Partners LLC | 23,663 | $628,730.86 | $617,367.67 | -$11,363.19 | -1.81% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 14,267 | $378,076 | $372,226.03 | -$5,849.97 | -1.55% |
| PIL PFG Investments LLC PFG Investments LLC | 28,638 | $758,910 | $747,165.42 | -$11,744.58 | -1.55% |
Michael Yoder Yoder Wealth Management Inc. | 18,400 | $482,356 | $480,056 | -$2,300 | -0.48% |