| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 12,683 | $751,778.34 | $740,053.05 | -$11,725.29 | -1.56% |
Nicole Renaux Pioneer Wealth Management Group | 24,533 | $1.46M | $1.43M | -$32,596.38 | -2.23% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 246,642 | $14.73M | $14.39M | -$340,646.64 | -2.31% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 273,482 | $16.25M | $15.93M | -$320,625.07 | -1.97% |
Gregory Bosch Strategies Wealth Advisors, LLC | 50,663 | $2.99M | $2.96M | -$30,764.65 | -1.03% |
Benjamin J. Jones National Wealth Management Group, LLC | 6,122 | $363,154.49 | $357,218.7 | -$5,935.79 | -1.63% |
Staci Compagno Portside Wealth Group, LLC | 6,275 | $376,023.23 | $366,146.25 | -$9,876.98 | -2.63% |
Courtney Holt Compound Planning, Inc. | 20,840 | $1.23M | $1.22M | -$9,307.68 | -0.76% |
Katherine Stoner Empower Advisory Group, LLC | 25.56M | $1.51B | $1.49B | -$21.73M | -1.44% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,239 | $74,227.6 | $72,394.77 | -$1,832.83 | -2.47% |
Megan J. Lottier Rockwood Wealth Management, LLC | 24,115 | $1.43M | $1.41M | -$22,491.05 | -1.57% |
Chad Tobin Slagle Financial, LLC | 4,785 | $284,972.89 | $279,204.75 | -$5,768.14 | -2.02% |
John Shanley Aspect Partners, LLC | 5 | $295 | $291.75 | -$3.25 | -1.1% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 29,709 | $1.74M | $1.73M | -$8,938.63 | -0.51% |
| DT Derek Tinnin Altiora Financial Group, LLC | 145,256 | $8.59M | $8.49M | -$104,922.1 | -1.22% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,299 | $257,792.33 | $250,846.65 | -$6,945.68 | -2.69% |
Bradley H. Owens LJI Wealth Management, LLC | 40,757 | $2.39M | $2.38M | -$15,767.66 | -0.66% |
Alisha Arvold Christopher J. Hasenberg, Inc | 22,694 | $1.36M | $1.32M | -$33,133.1 | -2.44% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 268,603 | $15.78M | $15.67M | -$106,152.34 | -0.67% |
Andrew Halac Talon Private Wealth, LLC | 25,427 | $1.51M | $1.48M | -$29,062.65 | -1.92% |