| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 1.03M | $13.37M | $12.6M | -$777,141.56 | -5.81% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,033 | $13,077.78 | $12,638.75 | -$439.03 | -3.36% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 930 | $14,881.17 | $11,178.6 | -$3,702.57 | -24.88% |
Timothy J. Landolt Endowment Wealth Management Inc. | 33,814 | $541,815.01 | $411,347.31 | -$130,467.7 | -24.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 52,399 | $868,611.23 | $641,625.75 | -$226,985.48 | -26.13% |
Matt Shibata Morling Financial Advisors LLC | 19,421 | $274,293.86 | $237,907.25 | -$36,386.61 | -13.27% |
Clint Dunn Beaird Harris Wealth Management LLC | 488 | $7,560.09 | $5,858.44 | -$1,701.65 | -22.51% |
W. Travis McKinney HB Wealth Management LLC | 20,646 | $341,395.48 | $252,500.58 | -$88,894.9 | -26.04% |
| MC mike Chen Byrne Asset Management LLC | 400 | $5,240 | $4,820 | -$420 | -8.02% |
Christopher Clancy Global Wealth Strategies & Associates | 13,541 | $178,211.15 | $164,049.21 | -$14,161.94 | -7.95% |
Marc H. Stone Tyler-Stone Wealth Management | 35,136 | $557,664.2 | $424,969.92 | -$132,694.28 | -23.79% |
| EM Erin Mccann Simplicity Wealth LLC | 54,895 | $694,970.7 | $672,738.22 | -$22,232.48 | -3.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 60,743 | $979,974.29 | $742,886.89 | -$237,087.4 | -24.19% |
Edward Lowndes Angeles Wealth Management LLC | 16 | $202.56 | $192.8 | -$9.76 | -4.82% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 16,875 | $274,295.36 | $207,140.62 | -$67,154.74 | -24.48% |
Loni Adams Daymark Wealth Partners LLC | 38,924 | $492,778 | $467,671.86 | -$25,106.14 | -5.09% |
Scott Register Register Financial Advisors LLC | 4,870 | $81,703.57 | $58,829.6 | -$22,873.97 | -28% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 398 | $6,619 | $4,795.9 | -$1,823.1 | -27.54% |
Justin Halverson Great Waters Wealth Management | 12,186 | $204,237 | $148,608.27 | -$55,628.73 | -27.24% |
John Shanley Aspect Partners, LLC | 1,006 | $16,158.7 | $12,142.42 | -$4,016.28 | -24.86% |