| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ryan Sanford Elevation Capital Advisory LLC | 274,973 | $8.04M | $7.55M | -$489,451.94 | -6.09% |
Katie Smith Delos Wealth Advisors LLC | 49 | $1,432.76 | $1,342.84 | -$89.92 | -6.28% |
Richard Slavik Newbridge Financial Services Group Inc. | 7,377 | $212,511.85 | $203,015.04 | -$9,496.81 | -4.47% |
Sima Elimelech Activest Wealth Management | 623 | $18,216.52 | $17,144.96 | -$1,071.56 | -5.88% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 3,154 | $92,222.96 | $86,640.38 | -$5,582.58 | -6.05% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 29,450 | $861,118 | $807,519 | -$53,599 | -6.22% |
Candace Cavalier Congress Wealth Management LLC / DE / | 112,063 | $3.03M | $3.08M | $48,046.57 | 1.58% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 366,920 | $10.67M | $10.04M | -$635,007.03 | -5.95% |
| RS Radon Stancil POM Investment Strategies LLC | 121 | $3,594.91 | $3,313.58 | -$281.33 | -7.83% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 54,560 | $1.57M | $1.49M | -$72,388.9 | -4.62% |
Michelle Wells Darrow Company Inc. | 133,298 | $3.88M | $3.66M | -$215,247.87 | -5.55% |
Dave Reichert Echo45 Advisors LLC | 177,558 | $5.2M | $4.88M | -$324,471.2 | -6.24% |
Tyler Glazier New Millennium Group LLC | 26 | $745.42 | $712.14 | -$33.28 | -4.46% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 21,369 | $617,164.37 | $586,044.82 | -$31,119.55 | -5.04% |
Courtney Lawson Autumn Glory Partners LLC | 13,046 | $383,161.02 | $358,308.39 | -$24,852.63 | -6.49% |
| EM Erin Mccann Simplicity Wealth LLC | 9,327 | $277,291.71 | $256,259.32 | -$21,032.39 | -7.58% |
David T. Morgan High Net Worth Advisory Group LLC | 17,401 | $472,665.74 | $477,222.42 | $4,556.68 | 0.96% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,769 | $483,953.34 | $460,644.43 | -$23,308.91 | -4.82% |
Nolan Baker Retirement Guys Formula LLC | 45,885 | $1.26M | $1.26M | $40.3 | - |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 297,549 | $8.75M | $8.18M | -$570,109.94 | -6.52% |