| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 15,324 | $380,723.72 | $341,801.82 | -$38,921.9 | -10.22% |
Kristofer Gray Integrity Financial Corp. /WA | 20 | $454 | $445.35 | -$8.65 | -1.91% |
Mark Vicencio Lowery Thomas LLC | 159,791 | $3.75M | $3.56M | -$190,115.5 | -5.07% |
Randy Smith Fairway Financial LLC | 276,475 | $6.29M | $6.16M | -$133,725.47 | -2.13% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 36,200 | $835,483 | $806,894.38 | -$28,588.62 | -3.42% |
| DW Darren Woolson Asset Allocation Strategies LLC | 933,117 | $21.56M | $20.82M | -$744,615.12 | -3.45% |
Michael Topley Lansing Street Advisors | 17,070 | $395,396.1 | $380,917.05 | -$14,479.05 | -3.66% |
Mark Fiskio Empirical Asset Management LLC | 60,286 | $1.39M | $1.34M | -$46,697.43 | -3.36% |
Timothy Gerlach Novem Group | 14,058 | $320,520.99 | $313,001.37 | -$7,519.62 | -2.35% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 69,047 | $1.64M | $1.54M | -$95,914.45 | -5.86% |
Amanda Hawley Atria Wealth Solutions Inc. | 199,524 | $4.76M | $4.45M | -$310,816.07 | -6.53% |
Eric Dahm Range Financial Group LLC | 160,119 | $3.69M | $3.58M | -$113,788.76 | -3.08% |
Jeffrey Gilbert Balboa Wealth Partners | 219,230 | $5.08M | $4.88M | -$192,343.89 | -3.79% |
Angela Cox W Advisors LLC | 51,769 | $1.21M | $1.16M | -$49,481.17 | -4.11% |
Vito Collacuro Sutton Place Investors LLC | 72,046 | $1.65M | $1.61M | -$43,232.58 | -2.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 7,670 | $174,389.1 | $171,041 | -$3,348.1 | -1.92% |
Nolan Baker Retirement Guys Formula LLC | 12,345 | $290,559.95 | $275,602.12 | -$14,957.83 | -5.15% |
| TD Teresa Douberly Ridgeline Wealth LLC | 20,505 | $465,458.09 | $457,774.12 | -$7,683.97 | -1.65% |
Rachel Faulk Cape Investment Advisory Inc. | 3,174 | $73,370.38 | $70,732.59 | -$2,637.79 | -3.6% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 666,919 | $15.35M | $14.89M | -$454,527.85 | -2.96% |