| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 308 | $7,909 | $7,724.64 | -$184.36 | -2.33% |
Mariana Coli Dunhill Financial LLC | 249 | $6,569 | $6,247.41 | -$321.59 | -4.9% |
Charles Mattingly Leading Edge Financial Planning LLC | 37,849 | $974,014.57 | $949,252.92 | -$24,761.65 | -2.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,949 | $180,608.19 | $175,184.29 | -$5,423.9 | -3% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 101,072 | $2.66M | $2.54M | -$123,128.22 | -4.63% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 393 | $10,049 | $9,907.53 | -$141.47 | -1.41% |
PETER KRUSSEL Southland Equity Partners LLC | 8,786 | $268,687.51 | $221,495.06 | -$47,192.45 | -17.56% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 109,654 | $2.81M | $2.76M | -$45,216.06 | -1.61% |
Joshua Stipcich Tidemark, LLC | 608 | $15,455.99 | $15,254.72 | -$201.27 | -1.3% |
Emily Priebe Priebe Wealth Holdings LLC | 12,000 | $312,720 | $302,520 | -$10,200 | -3.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,523 | $91,415.97 | $88,286.38 | -$3,129.59 | -3.42% |
| FTM F. Thomas Mosley Mosley Wealth Management | 576 | $15,158.42 | $14,520.96 | -$637.46 | -4.21% |
Kyle Jones Pineridge Advisors LLC | 319 | $8,160.97 | $8,041.99 | -$118.98 | -1.46% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,754 | $70,419.95 | $69,097.86 | -$1,322.09 | -1.88% |
Mark Weiskind Fairway Wealth LLC | 2,749 | $70,394.93 | $69,302.29 | -$1,092.64 | -1.55% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,621 | $146,202 | $141,705.41 | -$4,496.59 | -3.08% |
Kelly Dixon Cannon Financial Strategists, Inc. | 1.23M | $31.62M | $30.83M | -$791,085.23 | -2.5% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 44 | $1,113.67 | $1,109.24 | -$4.43 | -0.4% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 19,035 | $482,347 | $479,872.35 | -$2,474.65 | -0.51% |
| EJK Edward J. King Graney & King LLC | 75 | $1,899.01 | $1,881.75 | -$17.26 | -0.91% |