| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 45,494 | $957,726.75 | $927,622.66 | -$30,104.09 | -3.14% |
Edward Lowndes Angeles Wealth Management LLC | 443,742 | $9.3M | $9.05M | -$247,782.49 | -2.67% |
John DeMarco Trajan Wealth LLC | 907,709 | $19.14M | $18.64M | -$494,490.12 | -2.58% |
Rodrigo Diaz Plan Group Financial LLC | 19,064 | $389,096 | $388,714.96 | -$381.04 | -0.1% |
Rachel Faulk Cape Investment Advisory Inc. | 3,715 | $75,666 | $75,748.85 | $82.85 | 0.11% |
Drew Phillips Fortitude Family Office LLC | 482,276 | $10.07M | $9.83M | -$237,083.48 | -2.35% |
Victoria Latham Fiduciary Alliance LLC | 122,267 | $2.56M | $2.49M | -$65,664.61 | -2.57% |
Nolan Langford Left Brain Wealth Management LLC | 63,286 | $1.33M | $1.29M | -$34,811.42 | -2.63% |
| BP Brett Pohl Kingdom Financial Group LLC | 113 | $2,302 | $2,315.93 | $13.93 | 0.61% |
Bree Pate Olisti Co. Wealth LLC | 2,846 | $59,506.98 | $58,029.94 | -$1,477.04 | -2.48% |
| PL Phong Liao Forge First Asset Management Inc. | 939,600 | $19.86M | $19.16M | -$702,960 | -3.54% |
Bill Scoggins First Citizens Asset Management Inc. | 31,234 | $653,603.92 | $636,861.26 | -$16,742.66 | -2.56% |
Moises Valladares Insigneo Advisory Services LLC | 36,267 | $757,514.4 | $746,012.19 | -$11,502.21 | -1.52% |
Michael Radoff LGT Financial Advisors LLC | 4,101 | $85,745.07 | $83,619.39 | -$2,125.68 | -2.48% |
Steven Trigili Garden State Investment Advisory Services LLC | 50,240 | $1.04M | $1.03M | -$6,197.71 | -0.6% |
Jill Batley Gateway Wealth Partners LLC | 26,147 | $533,663 | $533,137.33 | -$525.67 | -0.1% |
David Gulkowitz DSC Meridian Capita LLP | 2.13M | $43.44M | $43.87M | $426,548.4 | 0.98% |
| PIL PFG Investments LLC PFG Investments LLC | 12,032 | $245,094 | $245,332.48 | $238.48 | 0.1% |
Shawn Scholz Impact Partnership Wealth, LLC | 142,291 | $2.95M | $2.9M | -$45,399.95 | -1.54% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 126,445 | $2.58M | $2.6M | $21,500.3 | 0.83% |