| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 20,828 | $419,866.48 | $397,814.8 | -$22,051.68 | -5.25% |
William Liberti Wealth Effects LLC | 10,300 | $222,686 | $196,472.5 | -$26,213.5 | -11.77% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 12 | $413.52 | $228.3 | -$185.22 | -44.79% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 36 | $1,192.81 | $684 | -$508.81 | -42.66% |
Ana-Maria Ignat Covestor Ltd | 3,268 | $83,412.5 | $63,105.08 | -$20,307.42 | -24.35% |
James Langer Redmont Wealth Advisors LLC | 158 | $5,444.68 | $3,003.58 | -$2,441.1 | -44.83% |
Samantha Pierangeli City State Bank | 573 | $18,468 | $10,798.18 | -$7,669.82 | -41.53% |
W. Travis McKinney HB Wealth Management LLC | 57,368 | $1.61M | $1.11M | -$502,257.74 | -31.2% |
| JAI Josh Arnold Investment Consultant LLC Josh Arnold Investment Consultant LLC | 30,500 | $770,430 | $572,637.5 | -$197,792.5 | -25.67% |
William Jollie Quent Capital LLC | 4,140 | $143,869.96 | $79,943.4 | -$63,926.56 | -44.43% |
Marc H. Stone Tyler-Stone Wealth Management | 8,498 | $276,437.33 | $161,462 | -$114,975.33 | -41.59% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 802 | $26,634.42 | $15,205.92 | -$11,428.5 | -42.91% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,039 | $226,610.23 | $97,303.09 | -$129,307.14 | -57.06% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 228 | $7,890.81 | $4,358.22 | -$3,532.59 | -44.77% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 26,783 | $976,161.2 | $517,447.56 | -$458,713.64 | -46.99% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 84,312 | $1.89M | $1.6M | -$290,714.59 | -15.4% |
CJ Harrison DecisionPoint Financial LLC | 57 | $1,964.31 | $1,100.67 | -$863.64 | -43.97% |
Lukas Lindgren Abound Wealth Management | 280 | $9,716.3 | $5,390 | -$4,326.3 | -44.53% |
Drew Phillips Fortitude Family Office LLC | 500 | $11,124.1 | $9,655 | -$1,469.1 | -13.21% |
Alex Nunnamaker Schechter Investment Advisors LLC | 8,678 | $240,813.82 | $165,142.34 | -$75,671.48 | -31.42% |