| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Glass AlphaCentric Advisors LLC | 24,153 | $501,648.13 | $494,532.67 | -$7,115.46 | -1.42% |
Michael Byun SageView Advisory Group LLC | 32,865 | $690,125.85 | $671,924.92 | -$18,200.93 | -2.64% |
David T. Morgan High Net Worth Advisory Group LLC | 34,500 | $725,565 | $706,387.5 | -$19,177.5 | -2.64% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 100,586 | $2.14M | $2.06M | -$84,653.04 | -3.95% |
| DW Darren Woolson Asset Allocation Strategies LLC | 110,936 | $2.33M | $2.27M | -$56,592.12 | -2.43% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 169,999 | $3.5M | $3.48M | -$27,848.52 | -0.79% |
Jim Clark Worth Asset Management LLC | 11,972 | $245,785.16 | $245,066.84 | -$718.32 | -0.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 45,494 | $957,726.75 | $931,262.18 | -$26,464.57 | -2.76% |
Edward Lowndes Angeles Wealth Management LLC | 443,742 | $9.3M | $9.07M | -$223,376.68 | -2.4% |
John DeMarco Trajan Wealth LLC | 907,709 | $19.14M | $18.59M | -$550,495.77 | -2.88% |
Rachel Faulk Cape Investment Advisory Inc. | 3,795 | $77,300.23 | $77,683.65 | $383.42 | 0.5% |
Drew Phillips Fortitude Family Office LLC | 468,724 | $9.79M | $9.59M | -$192,173.16 | -1.96% |
Victoria Latham Fiduciary Alliance LLC | 121,599 | $2.54M | $2.48M | -$59,838.62 | -2.35% |
Nolan Langford Left Brain Wealth Management LLC | 63,286 | $1.33M | $1.3M | -$29,432.11 | -2.22% |
| BP Brett Pohl Kingdom Financial Group LLC | 113 | $2,302 | $2,309.15 | $7.15 | 0.31% |
Bree Pate Olisti Co. Wealth LLC | 4,198 | $87,128.29 | $85,849.1 | -$1,279.19 | -1.47% |
| PL Phong Liao Forge First Asset Management Inc. | 939,600 | $19.86M | $19.2M | -$660,678 | -3.33% |
Bill Scoggins First Citizens Asset Management Inc. | 31,234 | $653,603.92 | $638,266.79 | -$15,337.13 | -2.35% |
Moises Valladares Insigneo Advisory Services LLC | 36,267 | $757,514.4 | $740,934.81 | -$16,579.59 | -2.19% |
Michael Radoff LGT Financial Advisors LLC | 4,101 | $85,745.07 | $83,967.97 | -$1,777.1 | -2.07% |