| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 22,608 | $4.3M | $4.17M | -$126,510.25 | -2.94% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,044 | $199,246.09 | $192,785.04 | -$6,461.05 | -3.24% |
Missy Straw Nilsine Partners LLC | 25,997 | $5.48M | $4.8M | -$679,282.67 | -12.4% |
Dalila Toledo Ascent Group LLC | 27,020 | $5.55M | $5.06M | -$486,645.17 | -8.77% |
| EM Erin Mccann Simplicity Wealth LLC | 10,623 | $2.09M | $1.99M | -$103,289.93 | -4.94% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 3,520 | $710,947.73 | $657,782.4 | -$53,165.33 | -7.48% |
Michael Byun SageView Advisory Group LLC | 2,861 | $563,946.35 | $528,312.26 | -$35,634.09 | -6.32% |
Nicole Goff Retirement Solution LLC | 1,640 | $298,438.98 | $306,630.8 | $8,191.82 | 2.74% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,702 | $339,672.63 | $314,291.32 | -$25,381.31 | -7.47% |
Brian Clay Clay Northam Wealth Management LLC | 1,462 | $276,741.67 | $275,192.26 | -$1,549.41 | -0.56% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 5,162 | $1.04M | $953,214.92 | -$85,734.23 | -8.25% |
Kristofer Gray Integrity Financial Corp. /WA | 1,506 | $269,061.32 | $278,097.96 | $9,036.64 | 3.36% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,103 | $599,302.31 | $580,695.42 | -$18,606.89 | -3.1% |
David T. Morgan High Net Worth Advisory Group LLC | 2,005 | $405,818.23 | $370,243.3 | -$35,574.93 | -8.77% |
Samuel Miller Kraft, Davis & Associates LLC | 934 | $195,701.02 | $172,472.44 | -$23,228.58 | -11.87% |
Kristen Williams Athena Investment Management | 2,310 | $401,749.35 | $426,564.6 | $24,815.25 | 6.18% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,446 | $238,143.31 | $267,018.36 | $28,875.05 | 12.13% |
Jaimie Palmer Beacon Capital Management LLC | 1,593 | $311,873.11 | $294,163.38 | -$17,709.73 | -5.68% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,183 | $237,074.41 | $218,452.78 | -$18,621.63 | -7.85% |
Adam Grossman Mayport LLC | 3,666 | $729,643.98 | $676,963.56 | -$52,680.42 | -7.22% |