| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott L. Comeau BCU Wealth Advisors, LLC | 127,636 | $5.25M | $5.05M | -$207,212.78 | -3.94% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 16,294 | $673,749.74 | $645,894.16 | -$27,855.58 | -4.13% |
Amir Har-El Savvy Advisors, Inc. | 7,486 | $312,170.82 | $296,342.29 | -$15,828.53 | -5.07% |
Setu Mazumdar Physician Wealth Solutions Inc. | 464,572 | $19.21M | $18.4M | -$804,636.44 | -4.19% |
Andy Bloom MB Generational Wealth, LLC | 65,950 | $2.74M | $2.61M | -$135,628.43 | -4.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 563 | $23,155.63 | $22,142.79 | -$1,012.84 | -4.37% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 2,402 | $99,312.08 | $94,975.08 | -$4,337 | -4.37% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 69,050 | $2.88M | $2.73M | -$152,796.2 | -5.3% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 59,722 | $2.48M | $2.36M | -$121,535.56 | -4.9% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 343 | $14,310 | $13,555.36 | -$754.64 | -5.27% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 8,846 | $365,894.28 | $349,593.92 | -$16,300.36 | -4.45% |
Henry Pizzutello HFG Wealth Management, LLC | 7,042 | $290,108.98 | $278,968.83 | -$11,140.15 | -3.84% |
Kara Lilian Lynx Investment Advisory | 13,045 | $536,075.34 | $516,842.9 | -$19,232.44 | -3.59% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 39,739 | $1.63M | $1.57M | -$63,915.4 | -3.91% |
FMB Wealth Management FMB Wealth Management | 35,756 | $1.48M | $1.41M | -$64,131.25 | -4.34% |
David Wealth Management LLC David Wealth Management LLC | 152,228 | $6.18M | $6.02M | -$158,420.32 | -2.57% |
Yardley Wealth Management LLC Yardley Wealth Management LLC | 315,060 | $13.19M | $12.5M | -$692,857.25 | -5.25% |
Lyn Dippel Curio Wealth LLC | 14,406 | $602,314.78 | $570,045.42 | -$32,269.36 | -5.36% |
| JS Jeffrey Socha Entrewealth LLC | 95,806 | $4.01M | $3.79M | -$218,690.02 | -5.45% |
| CAJ Carl Amos Johnson Grove Street Fiduciary LLC | 78,786 | $3.2M | $3.12M | -$79,150.19 | -2.48% |