| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 3,005 | $401,582.5 | $314,954.05 | -$86,628.45 | -21.57% |
Timothy Gerlach Novem Group | 2,802 | $380,211.92 | $293,621.58 | -$86,590.34 | -22.77% |
Jim Clark Worth Asset Management LLC | 11,148 | $1.13M | $1.15M | $21,181.2 | 1.88% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 3,243 | $421,723.32 | $338,698.92 | -$83,024.4 | -19.69% |
Daniel Ronan Catalyst Financial Partners LLC | 10,696 | $1.17M | $1.12M | -$49,862.81 | -4.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 34,812 | $3.58M | $3.64M | $69,989.34 | 1.96% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,511 | $227,848.14 | $263,855.88 | $36,007.74 | 15.8% |
Matthew Heller Willner & Heller LLC | 2,368 | $314,286.49 | $248,805.76 | -$65,480.73 | -20.83% |
Eric Dahm Range Financial Group LLC | 5,928 | $658,337.87 | $621,906.48 | -$36,431.39 | -5.53% |
Jeffrey Gilbert Balboa Wealth Partners | 6,680 | $747,388.2 | $699,329.2 | -$48,059 | -6.43% |
Sean Murray Quantum Financial Advisors LLC | 2,693 | $287,274.45 | $281,095.34 | -$6,179.11 | -2.15% |
Edward Lowndes Angeles Wealth Management LLC | 11,979 | $1.32M | $1.25M | -$71,778.87 | -5.43% |
James M. Perkins Quantum Private Wealth LLC | 4,267 | $427,734.13 | $447,074.92 | $19,340.79 | 4.52% |
Kevin Zemann WealthPlan Investment Management LLC | 3,438 | $352,979.46 | $359,889.84 | $6,910.38 | 1.96% |
Benjamin Cauley Carr Financial Group Corp. | 3,895 | $424,137.03 | $409,286.6 | -$14,850.43 | -3.5% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,322 | $370,795.22 | $348,178.82 | -$22,616.4 | -6.1% |
| TL Tradewinds LLC Tradewinds LLC | 487 | $44,190.38 | $50,904.11 | $6,713.73 | 15.19% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,219 | $470,664.21 | $440,790.57 | -$29,873.64 | -6.35% |
Nolan Baker Retirement Guys Formula LLC | 13,233 | $1.55M | $1.39M | -$163,768.32 | -10.54% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 2,005 | $228,590.05 | $209,723 | -$18,867.05 | -8.25% |