| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 10,437 | $244,433.21 | $235,197.79 | -$9,235.42 | -3.78% |
| JC Jared Calvert Buck Wealth Strategies LLC | 684 | $16,033 | $15,407.1 | -$625.9 | -3.9% |
David Silver INSTRUMENTAL WEALTH, LLC | 18,127 | $416,002 | $408,263.54 | -$7,738.46 | -1.86% |
Courtney Holt Compound Planning, Inc. | 139,317 | $3.31M | $3.14M | -$175,563.78 | -5.3% |
Megan J. Lottier Rockwood Wealth Management, LLC | 22,225 | $520,950 | $500,173.62 | -$20,776.38 | -3.99% |
Shawn Scholz Impact Partnership Wealth, LLC | 229,119 | $5.37M | $5.14M | -$229,890.72 | -4.28% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 31,554 | $739,629 | $710,122.77 | -$29,506.23 | -3.99% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 1.02M | $24.01M | $22.93M | -$1.08M | -4.51% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 43,275 | $1.03M | $973,903.87 | -$56,744.56 | -5.51% |
Bradley Harsch Strategic Advocates LLC | 6,223 | $145,156.55 | $139,861.92 | -$5,294.63 | -3.65% |
Elliot Kallen Prosperity Wealth Management, Inc. | 223,856 | $5.26M | $5.03M | -$231,485.09 | -4.4% |
Christopher C. Powers Farther Finance Advisors, LLC | 642,724 | $15.19M | $14.48M | -$710,534.15 | -4.68% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 473,062 | $11.3M | $10.66M | -$647,041.15 | -5.72% |
Kevin Orr Centennial Bank/AR/ | 9,159 | $216,425.68 | $205,711.14 | -$10,714.54 | -4.95% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 371,477 | $8.75M | $8.37M | -$374,189.86 | -4.28% |
Matthew J. Syverson Sound Stewardship, LLC | 107,586 | $2.53M | $2.42M | -$103,551.03 | -4.1% |
| KS Kristi Shields ROGCO, LP | 428 | $10,023.76 | $9,638.56 | -$385.2 | -3.84% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,807 | $41,922.05 | $40,711.71 | -$1,210.34 | -2.89% |
Courtney Haddad Concurrent Investment Advisors, LLC | 267,352 | $6.33M | $6.02M | -$305,262.69 | -4.82% |
Robert Shea NEOS Investment Management LLC | 2.99M | $69.78M | $67.21M | -$2.57M | -3.68% |