| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 9,679 | $424,361.67 | $409,857.25 | -$14,504.42 | -3.42% |
| HC Hubert Cheng Park Avenue Securities LLC | 36,810 | $1.6M | $1.56M | -$48,707.35 | -3.04% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,538 | $201,175.18 | $191,776.33 | -$9,398.85 | -4.67% |
Jeff Ameen Spire Wealth Management | 38 | $1,672.06 | $1,605.88 | -$66.18 | -3.96% |
| DC Donie Carlson DMC Group LLC | 20,101 | $901,662.1 | $849,066.24 | -$52,595.86 | -5.83% |
John Gorlow Cardiff Park Advisors LLC | 12,434 | $537,199.92 | $524,093.1 | -$13,106.82 | -2.44% |
Dalila Toledo Ascent Group LLC | 14,042 | $619,620.39 | $594,206.89 | -$25,413.5 | -4.1% |
Nicole Goff Retirement Solution LLC | 8,010 | $400,323.75 | $338,801.37 | -$61,522.38 | -15.37% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,798 | $212,200 | $202,475.6 | -$9,724.4 | -4.58% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 84,546 | $3.74M | $3.58M | -$159,595.23 | -4.27% |
Crystal McKeon TSA Wealth Managment LLC | 39,597 | $1.75M | $1.68M | -$75,424.06 | -4.31% |
Ira Ravitz Beverly Hills Private Wealth LLC | 154,381 | $6.84M | $6.53M | -$310,857.31 | -4.55% |
| JC Jared Calvert Buck Wealth Strategies LLC | 82 | $3,641 | $3,468.6 | -$172.4 | -4.73% |
| MRC Martin R. Curiel MYECFO, LLC | 45,377 | $1.98M | $1.92M | -$57,485.44 | -2.9% |
Alicia Fuschak Avid Wealth Partners LLC | 6,767 | $299,304 | $285,727.78 | -$13,576.22 | -4.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 652 | $28,837.95 | $27,449.2 | -$1,388.75 | -4.82% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 49,300 | $2.13M | $2.09M | -$42,756.14 | -2.01% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,441 | $330,571.3 | $314,456.66 | -$16,114.64 | -4.87% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,667 | $206,772.32 | $197,624.11 | -$9,148.21 | -4.42% |
Brad Sayre Shared Vision Wealth Group LLC | 7,633 | $336,195.68 | $322,494.25 | -$13,701.43 | -4.08% |