| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 58,565 | $1.37M | $1.32M | -$48,664.69 | -3.56% |
James Rankin Modern Wealth Management, LLC | 135,727 | $3.21M | $3.06M | -$147,812.38 | -4.61% |
Amir Har-El Savvy Advisors, Inc. | 42,185 | $988,813 | $950,217.12 | -$38,595.88 | -3.9% |
United Advisor Group LLC United Advisor Group, LLC | 88,096 | $2.08M | $1.98M | -$106,279.28 | -5.1% |
Steven D Urban Urban Financial Advisory Corp | 1,185 | $28,442.22 | $26,644.72 | -$1,797.5 | -6.32% |
Joshua Stipcich Tidemark, LLC | 861 | $20,181.11 | $19,368.19 | -$812.92 | -4.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 184 | $4,355 | $4,139.08 | -$215.92 | -4.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 21,253 | $491,751.07 | $477,129.85 | -$14,621.22 | -2.97% |
Chandler te Velde Maia Wealth LLC | 239,742 | $5.66M | $5.38M | -$271,603.37 | -4.8% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 13,771 | $319,115.52 | $309,021.24 | -$10,094.28 | -3.16% |
Margaret Nickens Elm3 Financial Group, LLC | 104,194 | $2.45M | $2.35M | -$107,815.09 | -4.39% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 23,581 | $560,029.31 | $531,515.74 | -$28,513.57 | -5.09% |
Angela Mari Abich Financial Wealth Management LLC | 15,034 | $359,522.76 | $337,438.13 | -$22,084.63 | -6.14% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 15,002 | $349,403.4 | $336,644.88 | -$12,758.52 | -3.65% |
Stephanie Ternes Wealth Forward, LLC | 234,315 | $5.61M | $5.27M | -$332,271.3 | -5.93% |
Mark VanderPol VanderPol Investments L.L.C. | 94,649 | $2.23M | $2.13M | -$103,511.2 | -4.64% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 313,655 | $7.33M | $7.06M | -$274,597.2 | -3.74% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 14,560 | $340,747.77 | $327,818.4 | -$12,929.37 | -3.79% |
Douglas E. Morisoli Fairman Group, LLC | 20,550 | $485,152.62 | $461,553 | -$23,599.62 | -4.86% |
David Maxey Heritage Family Offices, LLP | 76,483 | $1.79M | $1.72M | -$64,931.21 | -3.63% |