| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nabeed Zaman Eagle Strategies LLC | 53,930 | $1.32M | $1.29M | -$30,966.89 | -2.35% |
Michelle Wells Darrow Company Inc. | 384,310 | $9.51M | $9.18M | -$337,353.46 | -3.55% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 110,723 | $2.75M | $2.65M | -$102,874.51 | -3.74% |
David Mailloux WealthCare Investment Partners LLC | 109,091 | $2.72M | $2.61M | -$112,690.09 | -4.14% |
Kathryn Brown Morton Brown Family Wealth LLC | 762,960 | $19.07M | $18.19M | -$874,252.9 | -4.59% |
Randy D. Kurtz Upper Left Wealth Management LLC | 159,588 | $3.9M | $3.81M | -$89,172.77 | -2.29% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 73,905 | $1.83M | $1.76M | -$64,210.25 | -3.51% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,037 | $424,385 | $406,162.08 | -$18,222.92 | -4.29% |
| EM Erin Mccann Simplicity Wealth LLC | 120,056 | $2.97M | $2.87M | -$99,977.97 | -3.37% |
Allison Brooke Blake WorthPointe LLC | 569,571 | $14.27M | $13.59M | -$675,265.66 | -4.73% |
Luther Hartwell Hodges Waycross Investment Management Co. | 45,646 | $1.15M | $1.09M | -$64,132.63 | -5.55% |
| DW Darren Woolson Asset Allocation Strategies LLC | 11,495 | $280,637.17 | $274,558.07 | -$6,079.1 | -2.17% |
David K. Balsdon Harvest Portfolios Group Inc. | 227,487 | $5.67M | $5.43M | -$234,356.05 | -4.14% |
Mark Astrinos Libra Wealth LLC | 193,674 | $4.97M | $4.62M | -$347,308.44 | -6.99% |
Mark Fiskio Empirical Asset Management LLC | 98,159 | $2.46M | $2.34M | -$120,714.45 | -4.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 26,365 | $659,044.16 | $629,068.9 | -$29,975.26 | -4.55% |
Edward Lowndes Angeles Wealth Management LLC | 1,419 | $34,992.54 | $33,864.43 | -$1,128.11 | -3.22% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 120 | $3,036 | $2,865 | -$171 | -5.63% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 2,005 | $50,277 | $47,849.32 | -$2,427.68 | -4.83% |
William Cantus Pacific Sage Partners LLC | 3.84M | $95.35M | $91.46M | -$3.89M | -4.08% |