| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick O'Connell Security Financial Services Inc. | 10,577 | $900,825.04 | $680,206.87 | -$220,618.17 | -24.49% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 7 | $492.94 | $448.28 | -$44.66 | -9.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,817 | $5.15M | $4.42M | -$738,058.98 | -14.32% |
Vito Collacuro Sutton Place Investors LLC | 17,278 | $1.24M | $1.11M | -$132,668.5 | -10.67% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 7,482 | $534,892.81 | $480,119.94 | -$54,772.87 | -10.24% |
Nolan Baker Retirement Guys Formula LLC | 11,504 | $809,816.85 | $738,901.92 | -$70,914.93 | -8.76% |
David Hunter Horizons Wealth Management | 37,020 | $2.87M | $2.38M | -$494,162.77 | -17.21% |
Rachel Faulk Cape Investment Advisory Inc. | 937 | $64,515.17 | $60,136.66 | -$4,378.51 | -6.79% |
Mariana Coli Dunhill Financial LLC | 145 | $10,273.24 | $9,306.1 | -$967.14 | -9.41% |
Bert D. Barre Colonial Trust Co. / SC | 436 | $30,865.48 | $27,983.26 | -$2,882.22 | -9.34% |
Loni Adams Daymark Wealth Partners LLC | 166,474 | $11.48M | $10.68M | -$794,913.53 | -6.93% |
Xenia Woltmann Rochester Wealth Strategies LLC | 81,407 | $5.72M | $5.21M | -$504,663.95 | -8.83% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 11,411 | $817,562.79 | $733,841.41 | -$83,721.38 | -10.24% |
| BP Brett Pohl Kingdom Financial Group LLC | 8 | $551 | $513.24 | -$37.76 | -6.85% |
Stephen Smith Kestra Investment Management LLC | 3,447 | $239,282.92 | $220,745.88 | -$18,537.04 | -7.75% |
| TT Thaddeus Toal RCS Financial Planning LLC | 3,251 | $228,044.24 | $209,071.81 | -$18,972.43 | -8.32% |
Bepin Serraj Richard W. Paul & Associates LLC | 1,325 | $93,624.16 | $84,700.62 | -$8,923.54 | -9.53% |
Michael R. Panico Arcadia Wealth Management LLC | 68,048 | $4.92M | $4.37M | -$549,688.82 | -11.18% |
Neil Christ Oak Hill Wealth Advisors LLC | 69,308 | $4.76M | $4.45M | -$308,391.02 | -6.47% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 161,241 | $11.8M | $10.34M | -$1.46M | -12.4% |