| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Missy Straw Nilsine Partners LLC | 829 | $240,205.66 | $238,271.18 | -$1,934.48 | -0.81% |
Dalila Toledo Ascent Group LLC | 3,212 | $1.03M | $912,882.52 | -$120,683.05 | -11.68% |
| EM Erin Mccann Simplicity Wealth LLC | 1,630 | $523,781.52 | $468,494.6 | -$55,286.92 | -10.56% |
Joseph J. Costigan apricus wealth LLC | 10,195 | $2.83M | $2.93M | $101,911.95 | 3.6% |
Michael Byun SageView Advisory Group LLC | 707 | $241,278.92 | $200,936.47 | -$40,342.45 | -16.72% |
| TK Taro Kuriyama Axq Capita LLP | 6,803 | $1.81M | $1.93M | $118,678.65 | 6.54% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 50 | $16,450 | $14,210.5 | -$2,239.5 | -13.61% |
Daniel Ronan Catalyst Financial Partners LLC | 1,488 | $433,999.29 | $419,288.64 | -$14,710.65 | -3.39% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,089 | $581,713.4 | $590,727.42 | $9,014.02 | 1.55% |
Matthew Heller Willner & Heller LLC | 2,478 | $749,544.91 | $698,250.84 | -$51,294.07 | -6.84% |
Jeffrey Gilbert Balboa Wealth Partners | 986 | $293,857.49 | $277,835.08 | -$16,022.41 | -5.45% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,772 | $1.09M | $1.06M | -$24,404.84 | -2.24% |
Joseph Wallace Wallace Advisory Group LLC | 11,696 | $3.87M | $3.3M | -$579,213.54 | -14.95% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 217 | $68,347.53 | $62,088.04 | -$6,259.49 | -9.16% |
Arpan Shah XY Capital Ltd. | 153 | $41,644.34 | $43,112.34 | $1,468 | 3.53% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 74 | $23,902.58 | $20,823.6 | -$3,078.98 | -12.88% |
| WC William Cantus Pacific Sage Partners LLC | 2,738 | $907,167.48 | $771,513.64 | -$135,653.84 | -14.95% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 15,305 | $4.33M | $4.33M | -$1,090.93 | -0.03% |
CJ Harrison DecisionPoint Financial LLC | 6 | $2,007 | $1,686 | -$321 | -15.99% |
| JG John Ginter Callan Family Office LLC | 33,389 | $10.35M | $9.39M | -$967,170.3 | -9.34% |