| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 7,251 | $324,087.75 | $304,832.04 | -$19,255.71 | -5.94% |
John DeMarco Trajan Wealth LLC | 374,884 | $16.65M | $15.8M | -$854,279.74 | -5.13% |
Mariana Coli Dunhill Financial LLC | 5,452 | $247,447.31 | $229,747.28 | -$17,700.03 | -7.15% |
Christopher Casanega Sharper & Granite LLC | 50,259 | $2.08M | $2.12M | $45,377.17 | 2.18% |
Joseph Gentili Riverview Capital Advisers LLC | 8,855 | $387,065.35 | $373,193.97 | -$13,871.38 | -3.58% |
| MV Moises Valladares Insigneo Advisory Services LLC | 13,956 | $641,145.09 | $588,733.86 | -$52,411.23 | -8.17% |
Jill Batley Gateway Wealth Partners LLC | 4,988 | $237,401.13 | $210,468.66 | -$26,932.47 | -11.34% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 26,182 | $1.17M | $1.1M | -$64,385.68 | -5.51% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 10,316 | $491,637.71 | $435,180.46 | -$56,457.25 | -11.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,958 | $582,542.49 | $546,309.28 | -$36,233.21 | -6.22% |
Alicia Fuschak Avid Wealth Partners LLC | 100,907 | $4.66M | $4.25M | -$407,439.59 | -8.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 3,272 | $140,402.44 | $138,471.04 | -$1,931.4 | -1.38% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 8,622 | $395,778.03 | $363,632.85 | -$32,145.18 | -8.12% |
Kevin Bresler TD Waterhouse Canada Inc. | 32,235 | $1.35M | $1.36M | $5,324.56 | 0.39% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,711 | $554,876.45 | $493,911.42 | -$60,965.03 | -10.99% |
| WG William Garver Leibman Financial Services, Inc. | 144,201 | $6.62M | $6.1M | -$521,426.46 | -7.88% |
Joshua Stipcich Tidemark, LLC | 37 | $1,679 | $1,561.21 | -$117.79 | -7.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 23,977 | $1.04M | $1.01M | -$30,486.67 | -2.93% |
Jonathan Chatfield LM Advisors LLC | 217 | $10,044.93 | $9,147.63 | -$897.3 | -8.93% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,968 | $412,069.79 | $378,181.46 | -$33,888.33 | -8.22% |