| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mariana Coli Dunhill Financial LLC | 249 | $6,569 | $6,135.36 | -$433.64 | -6.6% |
Charles Mattingly Leading Edge Financial Planning LLC | 37,849 | $974,014.57 | $933,924.07 | -$40,090.5 | -4.12% |
Michael Yoder Yoder Wealth Management Inc. | 18,800 | $458,156 | $463,984 | $5,828 | 1.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,677 | $173,484.6 | $163,920.35 | -$9,564.25 | -5.51% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 101,072 | $2.66M | $2.49M | -$166,083.82 | -6.25% |
NICOLE MARTIN Arlington Trust Co LLC | 573 | $14,715 | $14,161.69 | -$553.31 | -3.76% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 393 | $10,049 | $9,689.41 | -$359.59 | -3.58% |
PETER KRUSSEL Southland Equity Partners LLC | 8,678 | $265,324.39 | $213,956.09 | -$51,368.3 | -19.36% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 109,654 | $2.81M | $2.7M | -$107,718.84 | -3.83% |
Joshua Stipcich Tidemark, LLC | 608 | $15,455.99 | $14,984.16 | -$471.83 | -3.05% |
Emily Priebe Priebe Wealth Holdings LLC | 12,000 | $312,720 | $295,860 | -$16,860 | -5.39% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,523 | $91,415.97 | $86,489.65 | -$4,926.32 | -5.39% |
| FTM F. Thomas Mosley Mosley Wealth Management | 576 | $15,158.42 | $14,238.72 | -$919.7 | -6.07% |
Kyle Jones Pineridge Advisors LLC | 319 | $8,160.97 | $7,874.51 | -$286.46 | -3.51% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,754 | $70,419.95 | $67,927.41 | -$2,492.54 | -3.54% |
Mark Weiskind Fairway Wealth LLC | 2,749 | $70,394.93 | $67,886.55 | -$2,508.38 | -3.56% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,621 | $146,202 | $138,529.54 | -$7,672.46 | -5.25% |
Kelly Dixon Cannon Financial Strategists, Inc. | 1.23M | $31.62M | $30.28M | -$1.34M | -4.25% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 44 | $1,113.67 | $1,087.02 | -$26.65 | -2.39% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 19,035 | $482,347 | $469,498.27 | -$12,848.73 | -2.66% |