| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Levy West Wealth Group LLC | 175,486 | $3.93M | $3.85M | -$86,103.94 | -2.19% |
Michael Stulic Astoria Portfolio Advisors LLC | 13,613 | $304,742.78 | $298,396.96 | -$6,345.82 | -2.08% |
Joseph Wallace Wallace Advisory Group LLC | 16,713 | $362,113.97 | $366,348.96 | $4,234.99 | 1.17% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 197,532 | $4.36M | $4.35M | -$9,405.61 | -0.22% |
Rachel Faulk Cape Investment Advisory Inc. | 1 | $22.31 | $21.92 | -$0.39 | -1.75% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 22,658 | $507,312.62 | $496,663.36 | -$10,649.26 | -2.1% |
Jill Grimes Centurion Wealth Management LLC | 9,381 | $209,291 | $205,631.52 | -$3,659.48 | -1.75% |
Gary Dempsey Leslie Global Wealth LLC | 326,291 | $7.28M | $7.15M | -$127,253.29 | -1.75% |
Stephen Smith Kestra Investment Management LLC | 66,427 | $1.47M | $1.46M | -$16,895.62 | -1.15% |
Scott Register Register Financial Advisors LLC | 757 | $16,987 | $16,593.44 | -$393.56 | -2.32% |
Jonathan Seed Seed Wealth Management Inc. | 138,610 | $3.03M | $3.04M | $10,770.69 | 0.36% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,705 | $238,829 | $234,653.6 | -$4,175.4 | -1.75% |
Jill Batley Gateway Wealth Partners LLC | 30,701 | $687,971.29 | $672,965.92 | -$15,005.37 | -2.18% |
Staci Compagno Portside Wealth Group, LLC | 284,956 | $6.28M | $6.25M | -$31,841.13 | -0.51% |
Alisha Arvold Christopher J. Hasenberg, Inc | 80,133 | $1.77M | $1.76M | -$14,423.64 | -0.81% |
Norden Group LLC NORDEN GROUP LLC | 33,849 | $733,769.95 | $741,970.08 | $8,200.13 | 1.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 127,145 | $2.81M | $2.79M | -$24,672.18 | -0.88% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 64,561 | $1.44M | $1.42M | -$23,887.66 | -1.66% |
Joshua Stipcich Tidemark, LLC | 703,013 | $15.47M | $15.42M | -$49,485.3 | -0.32% |
Matthew Stead Sachetta, LLC | 8,766 | $194,390.5 | $192,150.72 | -$2,239.78 | -1.15% |