| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Hunter Horizons Wealth Management | 40 | $2,114 | $2,308 | $194 | 9.18% |
Lukas Lindgren Abound Wealth Management | 4,862 | $318,510 | $280,391.54 | -$38,118.46 | -11.97% |
Brian Matter Creative Capital Management Investments LLC | 476 | $31,182.76 | $27,448.54 | -$3,734.22 | -11.98% |
Jeffrey D. Munjack JDM Financial Group LLC | 98 | $5,179.3 | $5,596.29 | $416.99 | 8.05% |
Sheryl Stephens Stephens Consulting LLC | 2,991 | $195,941 | $170,364.97 | -$25,576.03 | -13.05% |
Cornell P. Abod Beacon Investment Advisors LLC | 48,768 | $3.19M | $2.81M | -$388,714.55 | -12.17% |
Jeffrey Hanson Breakwater Capital Group | 4,853 | $256,465.57 | $276,766.59 | $20,301.02 | 7.92% |
Salvatore Cocivera Cora Capital Advisors LLC | 5,087 | $333,249 | $295,444.82 | -$37,804.18 | -11.34% |
John Canning Mi LLCreek Capital Advisors LLC | 46,006 | $3.01M | $2.63M | -$382,309.8 | -12.69% |
Michael Radoff LGT Financial Advisors LLC | 2,490 | $163,120 | $142,701.9 | -$20,418.1 | -12.52% |
Robert B. LaRue Owen LaRue LLC | 4,629 | $303,246 | $269,407.8 | -$33,838.2 | -11.16% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 34,934 | $2.29M | $2.01M | -$278,074.72 | -12.15% |
| PIL PFG Investments LLC PFG Investments LLC | 8,245 | $535,939.77 | $475,818.95 | -$60,120.82 | -11.22% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 484 | $31,707 | $27,902.6 | -$3,804.4 | -12% |
Courtney Holt Compound Planning, Inc. | 16,494 | $1.08M | $950,054.4 | -$130,467.35 | -12.07% |
Katherine Stoner Empower Advisory Group, LLC | 13,621 | $892,311.67 | $774,490.06 | -$117,821.61 | -13.2% |
John Shanley Aspect Partners, LLC | 27,361 | $1.79M | $1.56M | -$233,115.54 | -13.01% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 7,087 | $374,547.87 | $406,864.67 | $32,316.8 | 8.63% |
John Hayes LongView Wealth Management | 8,348 | $548,714.21 | $478,173.44 | -$70,540.77 | -12.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,665 | $998,749.83 | $872,227.2 | -$126,522.63 | -12.67% |