| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mike Silane 21 West Wealth Management LLC | 21,957 | $1.84M | $1.73M | -$102,512.89 | -5.58% |
| AS Aryn Sands GK Wealth Management LLC | 13,974 | $1.15M | $1.1M | -$58,250.91 | -5.04% |
Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 47,588 | $3.86M | $3.76M | -$106,905.18 | -2.77% |
Horan Wealth LLC Horan Wealth LLC | 45,312 | $3.77M | $3.58M | -$184,738.5 | -4.9% |
Maseco LLP Maseco LLP | 5,974 | $496,176.25 | $471,079.77 | -$25,096.48 | -5.06% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 242,452 | $20.08M | $19.18M | -$903,252.22 | -4.5% |
Jon Lewis Midwest Trust Co | 25,722 | $2.14M | $2.03M | -$108,678.22 | -5.08% |
William P. Ratcliff Rebel Financial LLC | 8,450 | $706,890.05 | $667,338.75 | -$39,551.3 | -5.6% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 4,376 | $366,419.26 | $345,747.76 | -$20,671.5 | -5.64% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 62,846 | $5.2M | $4.97M | -$234,604.52 | -4.51% |
Caldwell Trust Co Caldwell Trust Co | 644 | $53,097.47 | $50,859.9 | -$2,237.57 | -4.21% |
Landon Marsh Scott Marsh Financial LLC | 10,736 | $890,230 | $848,251.36 | -$41,978.64 | -4.72% |
Gibbs Wealth Management Gibbs Wealth Management | 189,502 | $15.52M | $14.94M | -$576,082.26 | -3.71% |
Sara Amparan Prospera Capital Management LLC | 25,787 | $2.13M | $2.04M | -$98,328.74 | -4.61% |
Brent Garcia Broadwater Capital Management LLC | 38 | $3,089 | $3,006.94 | -$82.06 | -2.66% |
Todd Arthur Gomes Sonoma Allocations LLC | 4,368 | $369,269.62 | $345,072 | -$24,197.62 | -6.55% |
United Financial Planning Group LLC United Financial Planning Group LLC | 412 | $34,649.09 | $32,504.74 | -$2,144.35 | -6.19% |
Steinberganna Wealth Management Steinberganna Wealth Management | 20,650 | $1.73M | $1.63M | -$102,299.91 | -5.9% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 18,331 | $1.54M | $1.45M | -$92,726.46 | -6.02% |
Payne Capital LLC Payne Capital LLC | 38,105 | $3.2M | $3.01M | -$194,239.19 | -6.06% |