| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 2,238 | $488,091.79 | $386,099.76 | -$101,992.03 | -20.9% |
| KB Kimberly Byrne Bill Few Associates Inc. | 21,314 | $5.55M | $3.69M | -$1.85M | -33.36% |
Jason Matthews Kfg Wealth Management LLC | 2,237 | $483,742.62 | $387,806.32 | -$95,936.3 | -19.83% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,355 | $490,965.04 | $408,262.8 | -$82,702.24 | -16.84% |
David K. Balsdon Harvest Portfolios Group Inc. | 6,685 | $1.38M | $1.14M | -$244,697.44 | -17.68% |
Daniel Ronan Catalyst Financial Partners LLC | 2,230 | $458,295.22 | $386,592.8 | -$71,702.42 | -15.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,146 | $1.42M | $1.24M | -$177,374.94 | -12.52% |
Craig Johnsen Fortitude Advisory Group LLC | 3,013 | $582,603.8 | $522,333.68 | -$60,270.12 | -10.34% |
Jeffrey Gilbert Balboa Wealth Partners | 2,498 | $552,050.56 | $430,954.96 | -$121,095.6 | -21.94% |
Edward Lowndes Angeles Wealth Management LLC | 2,319 | $433,636.15 | $402,021.84 | -$31,614.31 | -7.29% |
| TL Tradewinds LLC Tradewinds LLC | 10,358 | $1.69M | $1.82M | $124,399.48 | 7.34% |
Joseph Wallace Wallace Advisory Group LLC | 1,929 | $375,446.7 | $334,411.44 | -$41,035.26 | -10.93% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 107 | $21,619.8 | $18,549.52 | -$3,070.28 | -14.2% |
Nadine Hofstetter Northwest Bank & Trust Co. | 4,851 | $945,529.88 | $840,969.36 | -$104,560.52 | -11.06% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,307 | $2.77M | $2.74M | -$32,353.98 | -1.17% |
Jeffrey Jones Cypress Financial Planning LLC | 2,306 | $443,197.22 | $399,768.16 | -$43,429.06 | -9.8% |
| JG John Ginter Callan Family Office LLC | 9,561 | $2.06M | $1.62M | -$446,722.47 | -21.65% |
| JB Jodi Burnett Invictus Private Wealth LLC | 1,425 | $245,926.5 | $247,038 | $1,111.5 | 0.45% |
Mark Mowrey Signature Resources Capital Management LLC | 11 | $2,431.3 | $1,906.96 | -$524.34 | -21.57% |
Albert Moore First National Advisers LLC | 1,727 | $338,521.04 | $299,392.72 | -$39,128.32 | -11.56% |