| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 269,152 | $6.74M | $5.94M | -$801,664.8 | -11.9% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 283,058 | $6.47M | $6.2M | -$271,530.93 | -4.19% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 716 | $16,284.22 | $15,687.56 | -$596.66 | -3.66% |
Jordan Szekely Cherrydale Wealth Management LLC | 34,722 | $793,431.06 | $766,140.93 | -$27,290.13 | -3.44% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,709 | $38,997.91 | $37,495.46 | -$1,502.45 | -3.85% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 443 | $10,206.72 | $9,706.13 | -$500.59 | -4.9% |
David Mailloux WealthCare Investment Partners LLC | 240,628 | $5.66M | $5.27M | -$389,760.15 | -6.88% |
Clint Dunn Beaird Harris Wealth Management LLC | 4,320 | $98,409.6 | $95,472 | -$2,937.6 | -2.99% |
Tyler Glazier New Millennium Group LLC | 479 | $11,031.37 | $10,509.26 | -$522.11 | -4.73% |
Kathryn Brown Morton Brown Family Wealth LLC | 113 | $2,649.85 | $2,479.22 | -$170.63 | -6.44% |
John Gorlow Cardiff Park Advisors LLC | 55 | $1,263.9 | $1,206.7 | -$57.2 | -4.53% |
Jay Richards Investment Advisory Group LLC | 18,533 | $422,181.74 | $406,058.03 | -$16,123.71 | -3.82% |
Sean Reitenbach Prosperity Consulting Group LLC | 20,465 | $466,677.47 | $449,002.1 | -$17,675.37 | -3.79% |
James Langer Redmont Wealth Advisors LLC | 3,956 | $91,462.72 | $86,794.64 | -$4,668.08 | -5.1% |
Samantha Pierangeli City State Bank | 17,691 | $408,174.07 | $390,351.91 | -$17,822.16 | -4.37% |
Morgan Christen Spinnaker Investment Group LLC | 9,825 | $223,813.5 | $215,265.75 | -$8,547.75 | -3.82% |
W. Travis McKinney HB Wealth Management LLC | 31,097 | $715,332.6 | $685,688.85 | -$29,643.75 | -4.14% |
Taylor Fairman Eagle Rock Investment Company LLC | 10,175 | $270,784.75 | $223,239.5 | -$47,545.25 | -17.56% |
Jeremy Baltz Raleigh Capital Management Inc. | 17,723 | $405,466.17 | $388,842.62 | -$16,623.55 | -4.1% |
Michelle McCarthy Vantage Financial Partners LLC | 256,529 | $5.93M | $5.62M | -$311,642.75 | -5.25% |