| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taylor Jobe MKT Advisors LLC | 2,292 | $203,337.07 | $194,842.92 | -$8,494.15 | -4.18% |
Courtney Lawson Autumn Glory Partners LLC | 3,088 | $273,955.01 | $262,588.08 | -$11,366.93 | -4.15% |
Jeremy Baltz Raleigh Capital Management Inc. | 538 | $47,868.78 | $45,665.71 | -$2,203.07 | -4.6% |
Dalila Toledo Ascent Group LLC | 74,419 | $6.66M | $6.32M | -$342,628.75 | -5.14% |
| EM Erin Mccann Simplicity Wealth LLC | 16,102 | $1.44M | $1.37M | -$74,503.35 | -5.17% |
Patrick O'Connell Security Financial Services Inc. | 6,416 | $571,024 | $545,680.8 | -$25,343.2 | -4.44% |
Brian Levy West Wealth Group LLC | 7,197 | $638,406.35 | $611,960.91 | -$26,445.44 | -4.14% |
Candice Gilman Sofi Wealth LLC | 27,372 | $2.44M | $2.32M | -$112,627.57 | -4.62% |
Michael Topley Lansing Street Advisors | 18,513 | $1.65M | $1.57M | -$79,538.58 | -4.81% |
Timothy Gerlach Novem Group | 10,153 | $901,402.47 | $860,974.4 | -$40,428.07 | -4.49% |
Eric Dahm Range Financial Group LLC | 12,278 | $1.1M | $1.04M | -$53,928.66 | -4.91% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 11,154 | $991,804.08 | $948,201.54 | -$43,602.54 | -4.4% |
Rachel Faulk Cape Investment Advisory Inc. | 2,130 | $188,965.39 | $181,007.4 | -$7,957.99 | -4.21% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,953 | $521,226.65 | $505,647.22 | -$15,579.43 | -2.99% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,554 | $315,873.35 | $300,170.84 | -$15,702.51 | -4.97% |
| BP Brett Pohl Kingdom Financial Group LLC | 707 | $63,434.87 | $60,054.42 | -$3,380.45 | -5.33% |
Amy Ardeel Icon Wealth Advisors LLC | 10,746 | $963,294.06 | $911,314.53 | -$51,979.53 | -5.4% |
Crystal McKeon TSA Wealth Managment LLC | 25,599 | $2.3M | $2.17M | -$121,869.28 | -5.31% |
Andy Peters Goldstein Advisors LLC | 7,049 | $632,004.37 | $595,358.54 | -$36,645.83 | -5.8% |
Jeffrey Hanson Breakwater Capital Group | 18,772 | $1.64M | $1.59M | -$44,291.12 | -2.71% |