| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Lowndes Angeles Wealth Management LLC | 12,827 | $839,218.41 | $701,765.17 | -$137,453.24 | -16.38% |
Kevin Zemann WealthPlan Investment Management LLC | 29,141 | $2.22M | $1.59M | -$628,724.87 | -28.28% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 19,826 | $1.45M | $1.08M | -$369,856.68 | -25.43% |
CJ Harrison DecisionPoint Financial LLC | 20 | $1,525 | $1,094.2 | -$430.8 | -28.25% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 22,085 | $1.27M | $1.21M | -$59,065.69 | -4.66% |
Mark Mowrey Signature Resources Capital Management LLC | 9 | $531 | $492.39 | -$38.61 | -7.27% |
Rachel Faulk Cape Investment Advisory Inc. | 5,795 | $441,753 | $317,044.45 | -$124,708.55 | -28.23% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 690 | $50,523.56 | $38,025.9 | -$12,497.66 | -24.74% |
Vyoma Patel Strata Wealth Advisors LLC | 14,373 | $1.17M | $786,346.83 | -$386,202.17 | -32.94% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,318 | $100,471.42 | $72,107.78 | -$28,363.64 | -28.23% |
Lukas Lindgren Abound Wealth Management | 30,221 | $1.95M | $1.65M | -$298,600.54 | -15.3% |
Drew Phillips Fortitude Family Office LLC | 294 | $17,354.82 | $16,084.74 | -$1,270.08 | -7.32% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 11,457 | $779,223.87 | $626,812.47 | -$152,411.4 | -19.56% |
Daniel Guy Ethos Financial Group LLC | 12,716 | $1.06M | $695,692.36 | -$367,720.36 | -34.58% |
Victoria Latham Fiduciary Alliance LLC | 43,631 | $2.51M | $2.39M | -$126,432.8 | -5.03% |
Loni Adams Daymark Wealth Partners LLC | 12,497 | $968,139.38 | $683,710.87 | -$284,428.51 | -29.38% |
Michael Snyder Beaumont Financial Advisors LLC | 445,303 | $23.36M | $24.36M | $998,359.17 | 4.27% |
Xenia Woltmann Rochester Wealth Strategies LLC | 12,616 | $857,499.34 | $690,221.36 | -$167,277.98 | -19.51% |
Sheryl Stephens Stephens Consulting LLC | 350 | $24,984.36 | $19,148.5 | -$5,835.86 | -23.36% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,566 | $80,415.06 | $88,525.98 | $8,110.92 | 10.09% |