| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 9,336 | $935,865.01 | $867,781.2 | -$68,083.81 | -7.27% |
Nemes Rush Group LLC Nemes Rush Group LLC | 187 | $19,012 | $17,579.87 | -$1,432.13 | -7.53% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,037 | $312,789.39 | $285,781.7 | -$27,007.69 | -8.63% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 31,268 | $3.15M | $2.94M | -$206,757.6 | -6.57% |
Thomas Dobbins New Republic Capital, LLC | 1,312 | $135,482.89 | $121,950.4 | -$13,532.49 | -9.99% |
John Hayes LongView Wealth Management | 3,537 | $360,957.18 | $327,384.72 | -$33,572.46 | -9.3% |
Alicia Fuschak Avid Wealth Partners LLC | 19,421 | $2M | $1.83M | -$176,920.07 | -8.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 78,991 | $8.13M | $7.34M | -$786,516.66 | -9.68% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 53,276 | $5.43M | $5.01M | -$422,333.91 | -7.77% |
Jesse Steele Etesian Wealth Advisors, Inc. | 19,768 | $2.02M | $1.84M | -$185,849.91 | -9.19% |
NICOLE MARTIN Arlington Trust Co LLC | 1,134 | $115,294.27 | $106,663.81 | -$8,630.46 | -7.49% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2.29M | $234.33M | $215.09M | -$19.24M | -8.21% |
| KS Kristi Shields ROGCO, LP | 234 | $23,482 | $21,659.04 | -$1,822.96 | -7.76% |
Brian Glenn Premier Path Wealth Partners, LLC | 56,121 | $5.75M | $5.22M | -$533,253.61 | -9.27% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,484 | $254,944.43 | $230,887.8 | -$24,056.63 | -9.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 95,603 | $9.7M | $8.99M | -$711,992.39 | -7.34% |
Charles Corkery PUREfi Wealth, LLC | 3,733 | $380,647.46 | $345,526.48 | -$35,120.98 | -9.23% |
Mark Weber DecisionMap Wealth Management, LLC | 11,171 | $1.13M | $1.04M | -$95,347.05 | -8.41% |
James Rankin Modern Wealth Management, LLC | 215,420 | $21.94M | $20.27M | -$1.67M | -7.62% |
Scott L. Comeau BCU Wealth Advisors, LLC | 16,338 | $1.66M | $1.54M | -$127,615.24 | -7.67% |