| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 12,535 | $262,482.9 | $235,156.6 | -$27,326.3 | -10.41% |
Michelle McCarthy Vantage Financial Partners LLC | 50,575 | $1.05M | $948,787 | -$101,135.11 | -9.63% |
Marc H. Stone Tyler-Stone Wealth Management | 13,662 | $270,785.99 | $256,299.12 | -$14,486.87 | -5.35% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 67,752 | $1.41M | $1.27M | -$137,534.26 | -9.76% |
Jonathan Straus Commons Capital LLC | 19,000 | $406,760 | $356,440 | -$50,320 | -12.37% |
Dalila Toledo Ascent Group LLC | 25,386 | $460,126.83 | $476,241.36 | $16,114.53 | 3.5% |
Jim Clark Worth Asset Management LLC | 12,705 | $267,357.02 | $238,345.8 | -$29,011.22 | -10.85% |
Amanda Hawley Atria Wealth Solutions Inc. | 37,713 | $797,986.53 | $707,495.88 | -$90,490.65 | -11.34% |
Jeffrey Gilbert Balboa Wealth Partners | 34,896 | $694,053.29 | $698,094.45 | $4,041.16 | 0.58% |
Edward Lowndes Angeles Wealth Management LLC | 16,465 | $332,296.45 | $308,883.4 | -$23,413.05 | -7.05% |
Kevin Zemann WealthPlan Investment Management LLC | 25,320 | $552,279.84 | $475,003.2 | -$77,276.64 | -13.99% |
Michael Stulic Astoria Portfolio Advisors LLC | 10,591 | $229,426.35 | $198,687.16 | -$30,739.19 | -13.4% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,673 | $86,454.34 | $87,665.48 | $1,211.14 | 1.4% |
Lori Fernicola Castle Wealth Management LLC | 81,837 | $1.5M | $1.54M | $32,827.32 | 2.18% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,942 | $233,367.49 | $242,791.92 | $9,424.43 | 4.04% |
Rodrigo Diaz Plan Group Financial LLC | 121,545 | $2.53M | $2.28M | -$249,680.95 | -9.87% |
Rachel Faulk Cape Investment Advisory Inc. | 250 | $4,633 | $4,690 | $57 | 1.23% |
Mariana Coli Dunhill Financial LLC | 719 | $15,789 | $14,383.59 | -$1,405.41 | -8.9% |
Drew Phillips Fortitude Family Office LLC | 529 | $9,533 | $9,924.04 | $391.04 | 4.1% |
Brian Dechow SWAN Capital LLC | 1,402 | $28,479.16 | $27,857.74 | -$621.42 | -2.18% |