| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Darren Woolson Asset Allocation Strategies LLC | 106,841 | $9.9M | $9.4M | -$496,027.2 | -5.01% |
Conor Sheridan Sheridan Capital Management LLC | 135,205 | $12.5M | $11.89M | -$615,058.73 | -4.92% |
Timothy Gerlach Novem Group | 245,552 | $22.36M | $21.54M | -$825,164.88 | -3.69% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,322 | $2.25M | $2.14M | -$111,151.54 | -4.94% |
Craig Johnsen Fortitude Advisory Group LLC | 11,758 | $1.07M | $1.03M | -$32,663.36 | -3.06% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,722 | $343,205.62 | $326,307.74 | -$16,897.88 | -4.92% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 157,929 | $14.36M | $13.89M | -$470,302.81 | -3.28% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 583,033 | $53.8M | $51.13M | -$2.67M | -4.96% |
Rachel Faulk Cape Investment Advisory Inc. | 275 | $25,357.8 | $24,172.5 | -$1,185.3 | -4.67% |
Vyoma Patel Strata Wealth Advisors LLC | 12,050 | $1.11M | $1.06M | -$54,587 | -4.9% |
Mariana Coli Dunhill Financial LLC | 43,685 | $3.97M | $3.84M | -$131,623.79 | -3.31% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,063 | $98,874.04 | $93,443.01 | -$5,431.03 | -5.49% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,388 | $220,343.13 | $210,113.67 | -$10,229.46 | -4.64% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 167,343 | $15.49M | $14.71M | -$771,325.22 | -4.98% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,952 | $1.64M | $1.58M | -$69,567.68 | -4.23% |
Bert D. Barre Colonial Trust Co. / SC | 1,100 | $102,685 | $96,695.5 | -$5,989.5 | -5.83% |
Victoria Latham Fiduciary Alliance LLC | 39,534 | $3.64M | $3.47M | -$170,912.89 | -4.69% |
Loni Adams Daymark Wealth Partners LLC | 2,646 | $245,359.45 | $232,623.09 | -$12,736.36 | -5.19% |
| BP Brett Pohl Kingdom Financial Group LLC | 242 | $22,298 | $21,275.43 | -$1,022.57 | -4.59% |
Scott Register Register Financial Advisors LLC | 516 | $47,863.9 | $45,253.2 | -$2,610.7 | -5.45% |