| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Gough Perfromance Wealth Partners LLC | 2,984 | $246,982.88 | $235,944.88 | -$11,038 | -4.47% |
Clint Dunn Beaird Harris Wealth Management LLC | 16,523 | $1.33M | $1.3M | -$31,906.44 | -2.39% |
Russell Kartub Insight Inv LLC | 20,631 | $1.74M | $1.63M | -$114,459.81 | -6.56% |
G. Adam Parmer Enhancing Capital LLC | 4,081 | $341,781.75 | $322,582.64 | -$19,199.11 | -5.62% |
Tyler Glazier New Millennium Group LLC | 108 | $9,045 | $8,517.42 | -$527.58 | -5.83% |
Kathryn Brown Morton Brown Family Wealth LLC | 180,706 | $14.77M | $14.25M | -$521,440.35 | -3.53% |
John Gorlow Cardiff Park Advisors LLC | 23,274 | $2.03M | $1.84M | -$196,374.48 | -9.67% |
Stefan Demuth Ameliora Wealth Management Ltd. | 5,650 | $471,867.5 | $446,773.75 | -$25,093.75 | -5.32% |
Eric Lai Archvest Wealth Advisors Inc. | 22,194 | $1.8M | $1.75M | -$50,127.12 | -2.78% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 58,682 | $4.82M | $4.64M | -$184,079.82 | -3.82% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 14,811 | $1.15M | $1.17M | $21,720.31 | 1.89% |
Jay Richards Investment Advisory Group LLC | 7,231 | $595,897.64 | $571,972.1 | -$23,925.54 | -4.02% |
James Langer Redmont Wealth Advisors LLC | 3,105 | $252,306.9 | $244,891.35 | -$7,415.55 | -2.94% |
Bill McVay Red Tortoise LLC | 56 | $4,340.56 | $4,418.96 | $78.4 | 1.81% |
Cole Bruner Buska Wealth Management LLC | 69,319 | $5.69M | $5.48M | -$206,928.1 | -3.64% |
Gery Sadzewicz Forum Private Client Group LLC | 19,574 | $1.61M | $1.55M | -$57,703.44 | -3.59% |
| MWM Marion Wealth Management Marion Wealth Management | 522,764 | $41.83M | $41.35M | -$478,803.72 | -1.14% |
W. Travis McKinney HB Wealth Management LLC | 30,777 | $2.55M | $2.43M | -$116,348.57 | -4.57% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 2,616 | $209,889.54 | $206,755.56 | -$3,133.98 | -1.49% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 8,161 | $675,014.61 | $644,596.58 | -$30,418.03 | -4.51% |