| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 282 | $28,989.29 | $27,643.05 | -$1,346.24 | -4.64% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 2,046 | $206,073.12 | $201,490.08 | -$4,583.04 | -2.22% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 14,966 | $1.61M | $1.47M | -$147,056.57 | -9.11% |
| RM Russell Mohberg Regatta Capital Group LLC | 7,191 | $786,192.03 | $705,185.41 | -$81,006.62 | -10.3% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,358 | $345,399.58 | $329,167.95 | -$16,231.63 | -4.7% |
Allison Tronnes Forum Financial Management LP | 8.94M | $952.58M | $875.89M | -$76.69M | -8.05% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 50 | $5,083.5 | $4,901.25 | -$182.25 | -3.59% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,238 | $432,303.89 | $415,429.95 | -$16,873.94 | -3.9% |
Dalila Toledo Ascent Group LLC | 12,055 | $1.25M | $1.18M | -$71,102.54 | -5.67% |
| EM Erin Mccann Simplicity Wealth LLC | 39,202 | $3.98M | $3.84M | -$140,147.15 | -3.52% |
| EW Ed West Values First Advisors Inc. | 19,346 | $2.02M | $1.9M | -$125,776.68 | -6.22% |
Michael Byun SageView Advisory Group LLC | 350 | $35,585 | $34,319.25 | -$1,265.75 | -3.56% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 2,566 | $263,594.88 | $251,557.81 | -$12,037.07 | -4.57% |
David K. Balsdon Harvest Portfolios Group Inc. | 112,088 | $11.8M | $11M | -$792,544.36 | -6.72% |
| MT Michael Topley Lansing Street Advisors | 33,539 | $3.42M | $3.29M | -$132,872.94 | -3.88% |
Mark Fiskio Empirical Asset Management LLC | 3,355 | $344,567.73 | $328,974.52 | -$15,593.21 | -4.53% |
| TL Timothy Low Forte Asset Management LLC | 23,397 | $2.49M | $2.29M | -$191,004.27 | -7.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 102,224 | $10.61M | $10.03M | -$578,076.72 | -5.45% |
| EL Edward Lowndes Angeles Wealth Management LLC | 70,782 | $7.42M | $6.95M | -$473,439.49 | -6.38% |
Angela Cox W Advisors LLC | 10,242 | $1.07M | $1.01M | -$60,865.23 | -5.71% |