| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Ronan Catalyst Financial Partners LLC | 297,735 | $29.24M | $28.36M | -$881,537.84 | -3.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 184,372 | $18.08M | $17.59M | -$486,921.08 | -2.69% |
Ryan Cahill Cahill Wealth Management LLC | 26,877 | $2.8M | $2.56M | -$239,706.2 | -8.55% |
Stephen Kenney Gray Private Wealth LLC | 4,886 | $475,589.95 | $466,099.97 | -$9,489.98 | -2% |
Craig Johnsen Fortitude Advisory Group LLC | 8,442 | $832,658.72 | $805,451.22 | -$27,207.5 | -3.27% |
Jeffrey Gilbert Balboa Wealth Partners | 27,371 | $2.69M | $2.61M | -$83,243.03 | -3.09% |
Edward Lowndes Angeles Wealth Management LLC | 1,597 | $159,587.58 | $152,234.02 | -$7,353.56 | -4.61% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 17,961 | $1.78M | $1.71M | -$69,662.97 | -3.91% |
Angela Cox W Advisors LLC | 3,949 | $386,869.67 | $377,149.24 | -$9,720.43 | -2.51% |
Kevin Zemann WealthPlan Investment Management LLC | 331,259 | $32.82M | $31.61M | -$1.21M | -3.69% |
Benjamin Cauley Carr Financial Group Corp. | 12,238 | $1.21M | $1.17M | -$41,172.13 | -3.4% |
James Rukstalis ESG Planning DBA Harper Investing | 4,137 | $414,270.94 | $394,876.65 | -$19,394.29 | -4.68% |
David W. Chenet Presidio Capital Management LLC | 15,871 | $1.55M | $1.51M | -$33,261.05 | -2.15% |
| TL Tradewinds LLC Tradewinds LLC | 19,377 | $1.92M | $1.85M | -$67,044.42 | -3.5% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 26,439 | $2.59M | $2.52M | -$63,891.53 | -2.47% |
John DeMarco Trajan Wealth LLC | 1.35M | $132.55M | $128.91M | -$3.64M | -2.75% |
Tom Deck Bricktown Capital LLC | 556,727 | $54.44M | $53.08M | -$1.36M | -2.5% |
Lori Fernicola Castle Wealth Management LLC | 2,902 | $287,239.96 | $277,300.61 | -$9,939.35 | -3.46% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,290 | $126,755.16 | $122,969.25 | -$3,785.91 | -2.99% |
| JG John Ginter Callan Family Office LLC | 4,321 | $430,895.04 | $412,309.82 | -$18,585.22 | -4.31% |