| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Elam Oak Harbor Wealth Partners LLC | 484 | $14,989.48 | $14,353.02 | -$636.46 | -4.25% |
| EM Erin Mccann Simplicity Wealth LLC | 222,108 | $6.67M | $6.58M | -$86,971.8 | -1.3% |
Michael Byun SageView Advisory Group LLC | 209,484 | $6.29M | $6.21M | -$79,262.07 | -1.26% |
Kristofer Gray Integrity Financial Corp. /WA | 617 | $18,516.17 | $18,284.79 | -$231.38 | -1.25% |
David T. Morgan High Net Worth Advisory Group LLC | 7,000 | $206,080 | $207,550 | $1,470 | 0.71% |
Samuel Miller Kraft, Davis & Associates LLC | 392,202 | $11.64M | $11.63M | -$2,972.39 | -0.03% |
Bryan Kupchik Capstone Wealth Management Group LLC | 20,481 | $613,137.6 | $606,954.43 | -$6,183.17 | -1.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 48,158 | $1.44M | $1.43M | -$14,779.82 | -1.03% |
Michael Stulic Astoria Portfolio Advisors LLC | 15,808 | $466,305.12 | $468,470.08 | $2,164.96 | 0.46% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 24,004 | $722,536.93 | $711,838.62 | -$10,698.31 | -1.48% |
Joseph Wallace Wallace Advisory Group LLC | 9,797 | $294,008 | $290,530.03 | -$3,477.97 | -1.18% |
Abraham Martinez Amara Financial LLC | 16,454 | $498,135.12 | $487,532.02 | -$10,603.1 | -2.13% |
Jeffrey Jones Cypress Financial Planning LLC | 8,536 | $257,934.69 | $252,921.68 | -$5,013.01 | -1.94% |
Mariana Coli Dunhill Financial LLC | 2,630 | $78,948.28 | $77,926.9 | -$1,021.38 | -1.29% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,176 | $65,715.2 | $64,507.52 | -$1,207.68 | -1.84% |
G. Andrew Quinn AJ Advisors LLC | 11,718 | $344,551.18 | $347,380.11 | $2,828.93 | 0.82% |
Bridget Davis Cedar Point Capital Partners LLC | 21,085 | $636,808.24 | $624,853.97 | -$11,954.27 | -1.88% |
Christopher Casanega Sharper & Granite LLC | 76,409 | $2.27M | $2.26M | -$10,325.13 | -0.45% |
| BP Brett Pohl Kingdom Financial Group LLC | 411 | $12,417.16 | $12,184.09 | -$233.07 | -1.88% |
Stephen Smith Kestra Investment Management LLC | 25,662 | $773,268.1 | $760,493.37 | -$12,774.73 | -1.65% |