| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 37,713 | $797,986.53 | $713,529.96 | -$84,456.57 | -10.58% |
Jeffrey Gilbert Balboa Wealth Partners | 34,896 | $694,053.29 | $653,602.08 | -$40,451.21 | -5.83% |
Edward Lowndes Angeles Wealth Management LLC | 16,465 | $332,296.45 | $308,801.07 | -$23,495.38 | -7.07% |
Kevin Zemann WealthPlan Investment Management LLC | 12,002 | $263,563.92 | $227,077.84 | -$36,486.08 | -13.84% |
Michael Stulic Astoria Portfolio Advisors LLC | 10,591 | $229,426.35 | $198,951.93 | -$30,474.42 | -13.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,708 | $105,641.46 | $108,079.84 | $2,438.38 | 2.31% |
Lori Fernicola Castle Wealth Management LLC | 81,837 | $1.5M | $1.55M | $46,330.42 | 3.08% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 12,942 | $233,367.49 | $245,445.03 | $12,077.54 | 5.18% |
Rodrigo Diaz Plan Group Financial LLC | 147,018 | $3M | $2.77M | -$232,059.76 | -7.73% |
Rachel Faulk Cape Investment Advisory Inc. | 250 | $4,633 | $4,730 | $97 | 2.09% |
Mariana Coli Dunhill Financial LLC | 719 | $15,789 | $13,603.48 | -$2,185.52 | -13.84% |
Drew Phillips Fortitude Family Office LLC | 1,297 | $24,201.98 | $24,539.24 | $337.26 | 1.39% |
Brian Dechow SWAN Capital LLC | 1,402 | $28,479.16 | $26,313.86 | -$2,165.3 | -7.6% |
Bert D. Barre Colonial Trust Co. / SC | 858 | $15,917.37 | $16,233.36 | $315.99 | 1.99% |
Daniel Guy Ethos Financial Group LLC | 19,107 | $415,250.12 | $358,065.18 | -$57,184.94 | -13.77% |
Richard S. Levenson Western Financial Corp./CA | 31,161 | $590,218.54 | $587,138.68 | -$3,079.86 | -0.52% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 142,819 | $2.95M | $2.68M | -$262,024.39 | -8.89% |
Loni Adams Daymark Wealth Partners LLC | 23,292 | $451,831.83 | $436,608.54 | -$15,223.29 | -3.37% |
Michael Snyder Beaumont Financial Advisors LLC | 11,489 | $238,526.91 | $215,935.75 | -$22,591.16 | -9.47% |
Belena Vincetti Fortis Capital Advisors LLC | 13,591 | $271,820.04 | $255,442.84 | -$16,377.2 | -6.03% |