| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 16 | $455 | $195.68 | -$259.32 | -56.99% |
Alexandra Stickelman Root Financial Partners, LLC | 5,400 | $79,596 | $66,042 | -$13,554 | -17.03% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 241,039 | $10.39M | $2.95M | -$7.44M | -71.63% |
Jefferson H. West Legacy Investment Solutions LLC | 13 | $560 | $158.99 | -$401.01 | -71.61% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 29 | $805 | $354.67 | -$450.33 | -55.94% |
| PS Paula Spurgeon BankPlus Trust Department | 24 | $354 | $293.52 | -$60.48 | -17.08% |
| FLP Financial Life Planners Financial Life Planners | 713 | $10,505 | $8,719.99 | -$1,785.01 | -16.99% |
| FG Fabian Guerra Guerra Advisors Inc. | 117 | $6,444 | $1,430.91 | -$5,013.09 | -77.79% |
| KGL Kilter Group LLC Kilter Group LLC | 500 | $13,262 | $6,115 | -$7,147 | -53.89% |