| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 16,844 | $467,926.32 | $432,806.58 | -$35,119.74 | -7.51% |
Stefan Demuth Ameliora Wealth Management Ltd. | 506 | $12,093.4 | $13,037.09 | $943.69 | 7.8% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 127,153 | $3.69M | $3.28M | -$409,194.77 | -11.09% |
Mark Perrault Intergy Private Wealth LLC | 11,738 | $309,589.16 | $301,431.84 | -$8,157.32 | -2.63% |
Nathan Geraci ETF Store Inc. | 7,742 | $210,892.08 | $199,937.15 | -$10,954.93 | -5.19% |
| EM Erin Mccann Simplicity Wealth LLC | 45,985 | $1.24M | $1.19M | -$57,168.62 | -4.6% |
Robert Glass AlphaCentric Advisors LLC | 12,184 | $317,309.79 | $313,433.4 | -$3,876.39 | -1.22% |
| DW Darren Woolson Asset Allocation Strategies LLC | 168,821 | $4.32M | $4.35M | $27,872.57 | 0.65% |
Timothy Gerlach Novem Group | 687,045 | $18.43M | $17.66M | -$771,556.04 | -4.19% |
Timothy Low Forte Asset Management LLC | 78,000 | $1.95M | $2.01M | $59,533.07 | 3.05% |
Amanda Hawley Atria Wealth Solutions Inc. | 39,386 | $1.06M | $1.02M | -$38,204.42 | -3.62% |
James Rukstalis ESG Planning DBA Harper Investing | 16,279 | $441,798.8 | $419,916.8 | -$21,882 | -4.95% |
Rodrigo Diaz Plan Group Financial LLC | 12,744 | $347,147 | $328,030.56 | -$19,116.44 | -5.51% |
Mark Mowrey Signature Resources Capital Management LLC | 788 | $21,117.82 | $20,235.84 | -$881.98 | -4.18% |
Rachel Faulk Cape Investment Advisory Inc. | 359 | $9,779 | $9,269.38 | -$509.62 | -5.21% |
Jill Grimes Centurion Wealth Management LLC | 42,556 | $1.18M | $1.09M | -$83,926.49 | -7.12% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 88,396 | $2.41M | $2.28M | -$130,979.88 | -5.44% |
Bridget Davis Cedar Point Capital Partners LLC | 14,818 | $404,075.36 | $382,305.88 | -$21,769.48 | -5.39% |
Richard S. Levenson Western Financial Corp./CA | 25,969 | $650,862 | $668,052.52 | $17,190.52 | 2.64% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 71,944 | $1.95M | $1.85M | -$98,732.79 | -5.06% |