| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 24,322 | $2.25M | $2.2M | -$48,157.56 | -2.14% |
Craig Johnsen Fortitude Advisory Group LLC | 8,252 | $761,204.62 | $746,723.48 | -$14,481.14 | -1.9% |
Michael Stulic Astoria Portfolio Advisors LLC | 3,722 | $343,205.62 | $336,803.78 | -$6,401.84 | -1.87% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 157,929 | $14.36M | $14.29M | -$69,163.15 | -0.48% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 583,033 | $53.8M | $52.76M | -$1.04M | -1.93% |
Rachel Faulk Cape Investment Advisory Inc. | 295 | $27,202 | $26,694.55 | -$507.45 | -1.87% |
Vyoma Patel Strata Wealth Advisors LLC | 12,050 | $1.11M | $1.09M | -$23,618.5 | -2.12% |
Mariana Coli Dunhill Financial LLC | 43,685 | $3.97M | $3.97M | -$6,466.27 | -0.16% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,054 | $98,091.32 | $95,376.46 | -$2,714.86 | -2.77% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 2,388 | $220,343.13 | $216,090.12 | -$4,253.01 | -1.93% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 167,343 | $15.49M | $15.14M | -$342,927.14 | -2.21% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 17,952 | $1.64M | $1.62M | -$20,379.2 | -1.24% |
Bert D. Barre Colonial Trust Co. / SC | 1,100 | $102,685 | $99,539 | -$3,146 | -3.06% |
Victoria Latham Fiduciary Alliance LLC | 38,515 | $3.55M | $3.49M | -$67,935.25 | -1.91% |
Loni Adams Daymark Wealth Partners LLC | 2,646 | $245,359.45 | $239,436.54 | -$5,922.91 | -2.41% |
| BP Brett Pohl Kingdom Financial Group LLC | 242 | $22,298 | $21,965.13 | -$332.87 | -1.49% |
Scott Register Register Financial Advisors LLC | 516 | $47,863.9 | $46,692.84 | -$1,171.06 | -2.45% |
Andy Peters Goldstein Advisors LLC | 316,893 | $28.96M | $28.68M | -$286,396.41 | -0.99% |
Bepin Serraj Richard W. Paul & Associates LLC | 111,468 | $10.29M | $10.08M | -$213,513.38 | -2.07% |
Walter J. West Milestone Asset Management LLC | 39,045 | $3.61M | $3.53M | -$80,642.82 | -2.23% |