| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kimberly Foster Laraway Financial Advisors Inc. | 25,149 | $634,207.52 | $561,768.3 | -$72,439.22 | -11.42% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 35,630 | $817,661.19 | $794,370.85 | -$23,290.34 | -2.85% |
Tyler Glazier New Millennium Group LLC | 4,670 | $107,546.32 | $103,977.55 | -$3,568.77 | -3.32% |
Joshua Moeller Hill Island Financial LLC | 42,426 | $977,052.08 | $945,887.67 | -$31,164.41 | -3.19% |
John Gorlow Cardiff Park Advisors LLC | 12,823 | $338,608.65 | $285,538.72 | -$53,069.93 | -15.67% |
Bill McVay Red Tortoise LLC | 148,447 | $3.44M | $3.31M | -$133,942.67 | -3.89% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 90,885 | $2.2M | $2.03M | -$172,300.14 | -7.83% |
W. Travis McKinney HB Wealth Management LLC | 50,111 | $1.14M | $1.12M | -$21,046.62 | -1.85% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 74,458 | $1.72M | $1.66M | -$64,802.45 | -3.76% |
Nathan Geraci ETF Store Inc. | 114,721 | $2.72M | $2.56M | -$162,538.77 | -5.98% |
Michelle McCarthy Vantage Financial Partners LLC | 91,892 | $2.18M | $2.05M | -$131,778.83 | -6.04% |
Allison Tronnes Forum Financial Management LP | 11,789 | $275,974.68 | $262,364.19 | -$13,610.49 | -4.93% |
Paul Elam Oak Harbor Wealth Partners LLC | 291 | $6,798.87 | $6,496.57 | -$302.3 | -4.45% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,510 | $315,679.82 | $300,935.25 | -$14,744.57 | -4.67% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 35,714 | $823,598.17 | $795,172.21 | -$28,425.96 | -3.45% |
Dalila Toledo Ascent Group LLC | 633,680 | $14.74M | $14.13M | -$608,926.6 | -4.13% |
| EM Erin Mccann Simplicity Wealth LLC | 76,515 | $1.79M | $1.71M | -$81,205.6 | -4.54% |
Patrick O'Connell Security Financial Services Inc. | 468,336 | $11.02M | $10.46M | -$560,605.17 | -5.09% |
Michael Byun SageView Advisory Group LLC | 40,492 | $950,345.15 | $902,364.22 | -$47,980.93 | -5.05% |
Brian Clay Clay Northam Wealth Management LLC | 218,060 | $5.39M | $4.86M | -$534,180.56 | -9.9% |