| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 4,707 | $1.19M | $816,052.59 | -$375,563.12 | -31.52% |
Michael Byun SageView Advisory Group LLC | 8,076 | $2.38M | $1.4M | -$980,251.27 | -41.19% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,456 | $271,791.52 | $252,426.72 | -$19,364.8 | -7.12% |
| NR Nichole Raftopoulos Nvest Financial LLC | 4,419 | $1.15M | $766,122.03 | -$380,127.44 | -33.16% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 16,322 | $3.34M | $2.83M | -$510,554.33 | -15.28% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 2,000 | $424,334.18 | $346,740 | -$77,594.18 | -18.29% |
Katie Christensen iSAM Funds UKK) Ltd | 1,455 | $271,605 | $252,166.05 | -$19,438.95 | -7.16% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 329 | $88,290.44 | $57,224.61 | -$31,065.83 | -35.19% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,135 | $1.37M | $893,156.22 | -$475,297.52 | -34.73% |
David K. Balsdon Harvest Portfolios Group Inc. | 133,174 | $27.38M | $23.16M | -$4.21M | -15.39% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,581 | $1.12M | $796,796.23 | -$322,339.14 | -28.8% |
Christopher M. Marks Sterling Investment Counsel LLC | 6,305 | $1.49M | $1.1M | -$391,961.69 | -26.33% |
Mark Fiskio Empirical Asset Management LLC | 3,587 | $852,992.39 | $623,904.84 | -$229,087.55 | -26.86% |
| TL Timothy Low Forte Asset Management LLC | 1,125 | $224,752.5 | $195,676.87 | -$29,075.63 | -12.94% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,218 | $242,884.18 | $211,852.83 | -$31,031.35 | -12.78% |
Daniel Ronan Catalyst Financial Partners LLC | 8,107 | $1.58M | $1.41M | -$165,833.19 | -10.52% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,770 | $3.66M | $3.55M | -$114,747.7 | -3.13% |
| LV Leah Vaden Redwood Financial Network Corp. | 2,556 | $572,692.73 | $444,577.86 | -$128,114.87 | -22.37% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 10,735 | $2.68M | $1.87M | -$816,315.32 | -30.42% |
| EL Edward Lowndes Angeles Wealth Management LLC | 5,330 | $1.27M | $926,194.1 | -$338,953.84 | -26.79% |