| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 10,407 | $243,812.44 | $228,329.58 | -$15,482.86 | -6.35% |
Dalila Toledo Ascent Group LLC | 1.37M | $31.35M | $30.2M | -$1.15M | -3.67% |
| EM Erin Mccann Simplicity Wealth LLC | 287,718 | $6.59M | $6.35M | -$244,802.78 | -3.71% |
Patrick O'Connell Security Financial Services Inc. | 152,223 | $3.49M | $3.34M | -$155,212.3 | -4.45% |
Michael Byun SageView Advisory Group LLC | 15,062 | $346,274.09 | $330,460.28 | -$15,813.81 | -4.57% |
Kristofer Gray Integrity Financial Corp. /WA | 11 | $257.18 | $241.01 | -$16.17 | -6.29% |
Jason Matthews Kfg Wealth Management LLC | 10,345 | $237,721.76 | $226,658.95 | -$11,062.81 | -4.65% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 14,649 | $335,485.61 | $321,399.06 | -$14,086.55 | -4.2% |
Jaimie Palmer Beacon Capital Management LLC | 55,509 | $1.26M | $1.22M | -$48,292.83 | -3.82% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 39,519 | $901,733.93 | $865,861.29 | -$35,872.64 | -3.98% |
Brian Levy West Wealth Group LLC | 258,931 | $5.91M | $5.67M | -$238,134.02 | -4.03% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 27,542 | $613,935.86 | $604,271.48 | -$9,664.38 | -1.57% |
Christopher M. Marks Sterling Investment Counsel LLC | 12,182 | $279,089.62 | $266,907.62 | -$12,182 | -4.36% |
Michael Topley Lansing Street Advisors | 92,150 | $2.11M | $2.02M | -$92,150 | -4.36% |
Mark Fiskio Empirical Asset Management LLC | 56,188 | $1.28M | $1.23M | -$46,110.45 | -3.61% |
Timothy Gerlach Novem Group | 164,220 | $3.77M | $3.6M | -$170,322.77 | -4.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 258,256 | $5.91M | $5.69M | -$212,641.46 | -3.6% |
Eric Dahm Range Financial Group LLC | 205,901 | $4.71M | $4.51M | -$202,312.73 | -4.29% |
Angela Cox W Advisors LLC | 18,944 | $433,503.16 | $415,631.36 | -$17,871.8 | -4.12% |
Vito Collacuro Sutton Place Investors LLC | 39,833 | $911,997.87 | $873,936.02 | -$38,061.85 | -4.17% |