| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheryl Stephens Stephens Consulting LLC | 8,022 | $1.74M | $1.48M | -$256,882.47 | -14.78% |
| JS Jeffrey Starkey Kooman & Associates | 932 | $201,277 | $174,027.71 | -$27,249.29 | -13.54% |
Nelson J. Lam LAM GROUP Inc. | 1,926 | $401,948.9 | $355,655.16 | -$46,293.74 | -11.52% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 2,133 | $440,035.03 | $399,105.63 | -$40,929.4 | -9.3% |
| BP Brett Pohl Kingdom Financial Group LLC | 142 | $30,210.03 | $26,595.18 | -$3,614.85 | -11.97% |
Sue Oleari Trifecta Capital Advisors LLC | 341 | $69,971.51 | $62,969.06 | -$7,002.45 | -10.01% |
Scott Register Register Financial Advisors LLC | 3,259 | $705,465.77 | $601,806.94 | -$103,658.83 | -14.69% |
Bree Pate Olisti Co. Wealth LLC | 300 | $65,136 | $55,398 | -$9,738 | -14.95% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,346 | $1.08M | $987,192.36 | -$94,977.47 | -8.78% |
Joseph Gentili Riverview Capital Advisers LLC | 2,553 | $523,384.28 | $477,385.47 | -$45,998.81 | -8.79% |
Amy Ardeel Icon Wealth Advisors LLC | 11,797 | $2.45M | $2.18M | -$276,385.71 | -11.26% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 293 | $63,429.92 | $55,297.89 | -$8,132.03 | -12.82% |
Matthew C. Jessup Jessup Wealth Management Inc. | 3,007 | $528,735.17 | $561,767.74 | $33,032.57 | 6.25% |
Dean Pelos Commonwealth Retirement Investments LLC | 175 | $37,882 | $32,315.5 | -$5,566.5 | -14.69% |
Andy Peters Goldstein Advisors LLC | 2,042 | $440,135.81 | $377,075.72 | -$63,060.09 | -14.33% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 2,271 | $464,362.11 | $419,362.86 | -$44,999.25 | -9.69% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 7,842 | $1.54M | $1.45M | -$90,642.97 | -5.89% |
Jeffrey Hanson Breakwater Capital Group | 4,065 | $791,420.25 | $750,642.9 | -$40,777.35 | -5.15% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 311 | $59,640.88 | $57,429.26 | -$2,211.62 | -3.71% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 20,168 | $3.85M | $3.79M | -$57,607.26 | -1.5% |