| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel McGlinn Grey Fox Wealth Advisors LLC | 140,215 | $3.15M | $3.13M | -$19,590.45 | -0.62% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 292,966 | $6.73M | $6.53M | -$202,302.35 | -3.01% |
| CJ Carl Jurgens Walker Financial Services Inc. | 12,773 | $320,447.79 | $284,582.44 | -$35,865.35 | -11.19% |
Richard W. Lowrie Park Edge Advisors LLC | 72,115 | $1.66M | $1.61M | -$52,908.61 | -3.18% |
Rick Mordesovich Sonoma Private Wealth LLC | 24,741 | $570,392.11 | $551,600.59 | -$18,791.52 | -3.29% |
Robert Hackenberg Northeast Financial Group Inc. | 290,058 | $7.17M | $6.47M | -$699,048.35 | -9.76% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 296 | $6,873 | $6,602.28 | -$270.72 | -3.94% |
Jeffrey Steele Silverlake Wealth Management LLC | 13,857 | $320,517 | $308,526.1 | -$11,990.9 | -3.74% |
Sean O'Reilly Ffg Retirement Advisors LLC | 346,738 | $8.03M | $7.73M | -$297,494.06 | -3.71% |
Courtney Gooding Bush Investment Group LLC | 94,263 | $2.18M | $2.1M | -$73,676.56 | -3.39% |
Leigha Shepard Midwest Financial Group LLC | 340,348 | $7.91M | $7.58M | -$323,694.2 | -4.09% |
Charles Mattingly Leading Edge Financial Planning LLC | 16,480 | $376,162.36 | $367,421.6 | -$8,740.76 | -2.32% |
David Greenleigh LUTS & GREENLEIGH GROUP Inc. | 23,412 | $535,446.19 | $521,619.36 | -$13,826.83 | -2.58% |
| PIL PFG Investments LLC PFG Investments LLC | 11,348 | $263,722.28 | $253,059.27 | -$10,663.01 | -4.04% |
| JC Jared Calvert Buck Wealth Strategies LLC | 211 | $4,889 | $4,706.35 | -$182.65 | -3.74% |
Nicole Renaux Pioneer Wealth Management Group | 2.53M | $58.53M | $56.35M | -$2.19M | -3.74% |
| AW Ariel Weisbard Values Added Financial LLC | 40,953 | $950,190.07 | $914,705.73 | -$35,484.34 | -3.73% |
| MN Mark Neitzel M1 Capital Management LLC | 116,739 | $2.66M | $2.6M | -$61,026.45 | -2.29% |
Staci Compagno Portside Wealth Group, LLC | 77,408 | $1.79M | $1.72M | -$67,419.76 | -3.76% |
Courtney Holt Compound Planning, Inc. | 8,718 | $202,441.9 | $194,454.99 | -$7,986.91 | -3.95% |