| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 171,823 | $5.74M | $4.51M | -$1.23M | -21.37% |
Margaret Nickens Elm3 Financial Group, LLC | 13,466 | $449,898.91 | $354,357.79 | -$95,541.12 | -21.24% |
Angela Pompian Sunpointe, LLC | 27,889 | $931,771 | $727,205.67 | -$204,565.33 | -21.95% |
Robert Santos Arrowroot Family Office, LLC | 28,916 | $966,084 | $763,671.56 | -$202,412.44 | -20.95% |
Janice M. Powell Diversify Advisory Services, LLC | 24,106 | $788,748.32 | $631,938.79 | -$156,809.53 | -19.88% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 24,106 | $788,748.32 | $632,179.85 | -$156,568.47 | -19.85% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 48,438 | $1.6M | $1.3M | -$307,800.56 | -19.18% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 696 | $23,253 | $18,018.6 | -$5,234.4 | -22.51% |
| LC Leslie Childs MB Levis & Associates LLC | 370 | $12,362 | $9,673.65 | -$2,688.35 | -21.75% |
| AS Aryn Sands GK Wealth Management LLC | 38 | $1,072 | $1,073.88 | $1.88 | 0.18% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 1,708 | $57,064 | $44,288.44 | -$12,775.56 | -22.39% |