| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DP Dean Pelos Commonwealth Retirement Investments LLC | 24,765 | $3.25M | $2.49M | -$760,209.92 | -23.37% |
Andy Peters Goldstein Advisors LLC | 3,378 | $362,665.46 | $340,063.26 | -$22,602.2 | -6.23% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 12,735 | $1.39M | $1.28M | -$111,957.44 | -8.03% |
Jeffrey Hanson Breakwater Capital Group | 2,480 | $322,637.08 | $249,686.4 | -$72,950.68 | -22.61% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 655 | $65,262.53 | $65,938.85 | $676.32 | 1.04% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,221 | $533,841.51 | $424,928.07 | -$108,913.44 | -20.4% |
Justin Halverson Great Waters Wealth Management | 4,010 | $447,392.76 | $406,694.2 | -$40,698.56 | -9.1% |
Jesse Ellington Dover Advisors LLC | 25,131 | $2.79M | $2.55M | -$240,539.23 | -8.62% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 37,058 | $4.1M | $3.73M | -$369,507.66 | -9.01% |
Darren Tapley New England Capital Financial Advisors LLC | 462 | $52,129.56 | $46,856.04 | -$5,273.52 | -10.12% |
| TJS Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 8,194 | $893,944.25 | $831,035.48 | -$62,908.77 | -7.04% |
Lydia Moore MRP Capital Investments LLC | 744 | $101,162.05 | $75,679.68 | -$25,482.37 | -25.19% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 14,246 | $1.61M | $1.43M | -$177,527.42 | -11.01% |
David Bach River Street Advisors LLC | 12,190 | $1.37M | $1.23M | -$137,856.14 | -10.1% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 4,686 | $526,809.45 | $471,786.48 | -$55,022.97 | -10.44% |
| MV Moises Valladares Insigneo Advisory Services LLC | 11,967 | $1.37M | $1.22M | -$152,018.71 | -11.1% |
John Canning Mi LLCreek Capital Advisors LLC | 2,336 | $292,677.39 | $235,188.48 | -$57,488.91 | -19.64% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,428 | $382,134.72 | $345,131.04 | -$37,003.68 | -9.68% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 3,842 | $430,891.96 | $386,812.56 | -$44,079.4 | -10.23% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 10,749 | $1.18M | $1.08M | -$100,244.87 | -8.48% |