| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Ali Monsefi Aire Advisors LLC | 16,490 | $409,300.48 | $389,576.25 | -$19,724.23 | -4.82% |
| CF Cheryl Fluker Members Advisory Group LLC | 24,039 | $593,178.73 | $567,680.98 | -$25,497.75 | -4.3% |
Timothy Carne SFG Wealth Management LLC | 53,674 | $1.33M | $1.27M | -$63,979.55 | -4.81% |
William Jollie Quent Capital LLC | 242 | $6,091.14 | $5,713.62 | -$377.52 | -6.2% |
| KB Kimberly Byrne Bill Few Associates Inc. | 15,302 | $357,454.72 | $358,219.82 | $765.1 | 0.21% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,886 | $605,856.74 | $587,558.46 | -$18,298.28 | -3.02% |
Lori Fernicola Castle Wealth Management LLC | 12,398 | $307,098.46 | $292,778.77 | -$14,319.69 | -4.66% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 16,346 | $400,050.77 | $385,847.33 | -$14,203.44 | -3.55% |
Bridget Davis Cedar Point Capital Partners LLC | 42,723 | $1.04M | $1.01M | -$34,538.76 | -3.31% |
Ashley Goggins Hidden Cove Wealth Management LLC | 37,857 | $952,861 | $893,425.2 | -$59,435.8 | -6.24% |
Jeffrey Hanson Breakwater Capital Group | 11,124 | $259,411 | $262,470.78 | $3,059.78 | 1.18% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 314,712 | $7.86M | $7.43M | -$430,706.39 | -5.48% |
Ira Ravitz Beverly Hills Private Wealth LLC | 10,935 | $270,859.82 | $257,956.65 | -$12,903.17 | -4.76% |
Jill Batley Gateway Wealth Partners LLC | 9,715 | $240,825.64 | $229,322.57 | -$11,503.07 | -4.78% |
| JC Jared Calvert Buck Wealth Strategies LLC | 117,130 | $2.93M | $2.77M | -$160,894.28 | -5.5% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 228,168 | $5.59M | $5.38M | -$204,309.58 | -3.66% |
Eugene Donato KENNEDY INVESTMENT GROUP | 43,430 | $1.08M | $1.03M | -$54,889.81 | -5.08% |
Courtney Haddad Concurrent Investment Advisors, LLC | 163,497 | $4.06M | $3.86M | -$195,603.81 | -4.82% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 35,767 | $886,507.43 | $844,637.7 | -$41,869.73 | -4.72% |
One Degree Advisors Inc. One Degree Advisors Inc | 103,078 | $2.54M | $2.43M | -$108,296.89 | -4.26% |