| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Lutz LifeGuide Financial Advisors LLC | 44,329 | $2.6M | $2.55M | -$47,511.18 | -1.83% |
| CC Cortney Cost Kraft Asset Management LLC | 4,875 | $283,623.21 | $281,238.75 | -$2,384.46 | -0.84% |
Dave Reichert Echo45 Advisors LLC | 116,104 | $6.85M | $6.69M | -$162,362.41 | -2.37% |
Clint Dunn Beaird Harris Wealth Management LLC | 21,322 | $1.24M | $1.23M | -$9,231.13 | -0.75% |
Tyler Glazier New Millennium Group LLC | 59 | $3,432.62 | $3,400.17 | -$32.45 | -0.95% |
John Gorlow Cardiff Park Advisors LLC | 85,254 | $4.98M | $4.91M | -$66,010.68 | -1.33% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 24,950 | $1.46M | $1.44M | -$25,082.56 | -1.71% |
Stefan Demuth Ameliora Wealth Management Ltd. | 300 | $17,562 | $17,302.5 | -$259.5 | -1.48% |
| CC Cheung Chan Chemistry Wealth Management LLC | 1.11M | $65.1M | $63.85M | -$1.24M | -1.91% |
Jay Richards Investment Advisory Group LLC | 39,636 | $2.31M | $2.29M | -$25,630.86 | -1.11% |
Bill McVay Red Tortoise LLC | 22,830 | $1.32M | $1.32M | -$6,477.68 | -0.49% |
Gery Sadzewicz Forum Private Client Group LLC | 8,679 | $505,117.8 | $500,214.16 | -$4,903.64 | -0.97% |
Brett Lee Planning Center Inc. | 3,504 | $202,285.92 | $201,935.87 | -$350.05 | -0.17% |
| TA Thomas Anderton 626 Financial LLC | 19,830 | $1.16M | $1.14M | -$14,573.17 | -1.26% |
| MWM Marion Wealth Management Marion Wealth Management | 84,523 | $4.94M | $4.88M | -$63,404.39 | -1.28% |
W. Travis McKinney HB Wealth Management LLC | 51,402 | $2.99M | $2.96M | -$23,257.74 | -0.78% |
Mark Perrault Intergy Private Wealth LLC | 5,341 | $313,438.61 | $308,095.58 | -$5,343.03 | -1.7% |
Jeremy Baltz Raleigh Capital Management Inc. | 828 | $48,577.56 | $47,725.92 | -$851.64 | -1.75% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,805 | $222,507.71 | $219,453.37 | -$3,054.34 | -1.37% |
Edward A. McDonough McDonough Capital Management Inc. | 32,340 | $1.87M | $1.86M | -$10,430.2 | -0.56% |