| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 37,367 | $739,692.66 | $706,423.13 | -$33,269.53 | -4.5% |
| EL Edward Lowndes Angeles Wealth Management LLC | 16,000 | $323,680 | $302,480 | -$21,200 | -6.55% |
Kevin Zemann WealthPlan Investment Management LLC | 26,046 | $567,271.17 | $492,399.63 | -$74,871.54 | -13.2% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 10,451 | $226,832.15 | $197,576.15 | -$29,256 | -12.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,673 | $86,454.34 | $89,602.91 | $3,148.57 | 3.64% |
Lori Fernicola Castle Wealth Management LLC | 78,794 | $1.45M | $1.49M | $43,552.56 | 3.01% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,128 | $22,755.35 | $21,550.44 | -$1,204.91 | -5.3% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,643 | $227,827 | $239,458.42 | $11,631.42 | 5.11% |
| RD Rodrigo Diaz Plan Group Financial LLC | 121,545 | $2.53M | $2.3M | -$232,555.26 | -9.19% |
Mariana Coli Dunhill Financial LLC | 719 | $15,789 | $13,617.86 | -$2,171.14 | -13.75% |
| DP Drew Phillips Fortitude Family Office LLC | 529 | $9,533 | $10,032.48 | $499.48 | 5.24% |
Brian Dechow SWAN Capital LLC | 1,330 | $27,145 | $25,190.2 | -$1,954.8 | -7.2% |
Bert D. Barre Colonial Trust Co. / SC | 886 | $16,434.53 | $16,802.99 | $368.46 | 2.24% |
Daniel Guy Ethos Financial Group LLC | 19,107 | $415,250.12 | $361,886.58 | -$53,363.54 | -12.85% |
| RSL Richard S. Levenson Western Financial Corp./CA | 29,639 | $561,584.56 | $561,362.66 | -$221.9 | -0.04% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 138,551 | $2.87M | $2.62M | -$243,065.39 | -8.48% |
Loni Adams Daymark Wealth Partners LLC | 23,569 | $457,036.66 | $446,986.08 | -$10,050.58 | -2.2% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 12,540 | $260,430.24 | $237,821.1 | -$22,609.14 | -8.68% |
Belena Vincetti Fortis Capital Advisors LLC | 10,752 | $219,210.91 | $203,911.68 | -$15,299.23 | -6.98% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $20.23 | $18.96 | -$1.27 | -6.28% |