| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 61,037 | $3.22M | $3.09M | -$124,612.94 | -3.87% |
Patrick O'Connell Security Financial Services Inc. | 106,259 | $5.6M | $5.39M | -$208,847.1 | -3.73% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 69,369 | $3.63M | $3.52M | -$114,112.01 | -3.14% |
Samuel Miller Kraft, Davis & Associates LLC | 6,608 | $344,193 | $335,389.04 | -$8,803.96 | -2.56% |
Jaimie Palmer Beacon Capital Management LLC | 8,064 | $422,069.76 | $409,288.32 | -$12,781.44 | -3.03% |
Brian Levy West Wealth Group LLC | 41,952 | $2.2M | $2.13M | -$75,628.56 | -3.43% |
Candice Gilman Sofi Wealth LLC | 64,254 | $3.37M | $3.26M | -$110,447.77 | -3.28% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 1.34M | $70.94M | $67.77M | -$3.17M | -4.47% |
Michael Topley Lansing Street Advisors | 49,637 | $2.61M | $2.52M | -$90,675.15 | -3.47% |
Mark Fiskio Empirical Asset Management LLC | 5,555 | $291,563.33 | $281,527.4 | -$10,035.93 | -3.44% |
Timothy Gerlach Novem Group | 8,026 | $417,821.33 | $406,757.68 | -$11,063.65 | -2.65% |
Amanda Hawley Atria Wealth Solutions Inc. | 114,472 | $6.08M | $5.8M | -$272,606.76 | -4.49% |
Eric Dahm Range Financial Group LLC | 43,870 | $2.31M | $2.23M | -$80,399.3 | -3.48% |
Jeffrey Gilbert Balboa Wealth Partners | 17,736 | $930,096.97 | $898,860.48 | -$31,236.49 | -3.36% |
Vito Collacuro Sutton Place Investors LLC | 4,805 | $256,089.98 | $243,877.77 | -$12,212.21 | -4.77% |
Lori Fernicola Castle Wealth Management LLC | 119,942 | $6.3M | $6.09M | -$210,237.66 | -3.34% |
William Cantus Pacific Sage Partners LLC | 1.3M | $68.76M | $65.76M | -$3M | -4.37% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 54,920 | $2.86M | $2.78M | -$76,214.77 | -2.66% |
| JG John Ginter Callan Family Office LLC | 11,477 | $600,706 | $581,826.51 | -$18,879.49 | -3.14% |
Mark Mowrey Signature Resources Capital Management LLC | 27,490 | $1.45M | $1.39M | -$57,895.34 | -3.99% |