| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Hayes LongView Wealth Management | 8,348 | $548,714.21 | $479,926.52 | -$68,787.69 | -12.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,304 | $1.11M | $994,806.96 | -$111,313.8 | -10.06% |
Dina Fliss Global View Capital Management LLC | 9,742 | $638,198.74 | $560,067.58 | -$78,131.16 | -12.24% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,457 | $77,498 | $85,861.01 | $8,363.01 | 10.79% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 130,421 | $8.54M | $7.65M | -$890,775.63 | -10.43% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 15,598 | $1.03M | $896,729.02 | -$134,298.61 | -13.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,886 | $844,161.84 | $740,816.14 | -$103,345.7 | -12.24% |
James Rankin Modern Wealth Management, LLC | 12,146 | $772,560.16 | $723,901.6 | -$48,658.56 | -6.3% |
Steven D Urban Urban Financial Advisory Corp | 435,971 | $28.08M | $25.06M | -$3.01M | -10.73% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,112 | $400,397.12 | $351,378.88 | -$49,018.24 | -12.24% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,944 | $258,371 | $226,740.56 | -$31,630.44 | -12.24% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 226,843 | $11.99M | $13.04M | $1.05M | 8.78% |
Michael Herman Apollon Financial, LLC | 5,823 | $381,464.82 | $334,764.27 | -$46,700.55 | -12.24% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 37,354 | $2.45M | $2.15M | -$299,579.23 | -12.24% |
Jay David Franklin Clarity Capital Advisors, LLC | 9,021 | $590,965.34 | $518,617.29 | -$72,348.05 | -12.24% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 14,740 | $965,617.21 | $847,402.6 | -$118,214.61 | -12.24% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 67,945 | $3.92M | $3.99M | $70,759.14 | 1.81% |
Anne Wright Lummis Asset Management, LP | 1,097 | $71,864 | $63,066.53 | -$8,797.47 | -12.24% |
Jessica Vickery BlueChip Wealth Advisors LLC | 12,866 | $842,851.69 | $739,666.34 | -$103,185.35 | -12.24% |
Michael Bailey MGB Wealth Management, LLC | 3,985 | $261,057 | $229,097.65 | -$31,959.35 | -12.24% |