| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Stulic Astoria Portfolio Advisors LLC | 12,031 | $274,066.18 | $263,960.14 | -$10,106.04 | -3.69% |
Joseph Wallace Wallace Advisory Group LLC | 42,200 | $962,006.87 | $925,868 | -$36,138.87 | -3.76% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 122,564 | $2.82M | $2.7M | -$120,702.9 | -4.27% |
Amna Ali Khan GDS Wealth Management | 13,274 | $334,260.97 | $290,833.34 | -$43,427.63 | -12.99% |
Mark Mowrey Signature Resources Capital Management LLC | 6,454 | $148,608.05 | $142,601.13 | -$6,006.92 | -4.04% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 196,731 | $4.5M | $4.32M | -$182,671.87 | -4.06% |
Rachel Faulk Cape Investment Advisory Inc. | 41,272 | $946,203.05 | $910,047.6 | -$36,155.45 | -3.82% |
| FIL FWG Investments LLC FWG Investments LLC | 25,709 | $588,334.88 | $567,011.99 | -$21,322.89 | -3.62% |
Mariana Coli Dunhill Financial LLC | 1,671 | $38,399.92 | $36,845.55 | -$1,554.37 | -4.05% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 13,502 | $308,898.83 | $295,828.82 | -$13,070.01 | -4.23% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 210,310 | $4.82M | $4.61M | -$204,186.7 | -4.24% |
Jill Grimes Centurion Wealth Management LLC | 90,615 | $2.08M | $1.99M | -$98,565.4 | -4.73% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 11,141 | $256,851.28 | $245,714.75 | -$11,136.53 | -4.34% |
Bert D. Barre Colonial Trust Co. / SC | 9,097 | $209,677.21 | $200,634.33 | -$9,042.88 | -4.31% |
Richard S. Levenson Western Financial Corp./CA | 115,856 | $2.64M | $2.54M | -$98,974.26 | -3.75% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 217,301 | $4.95M | $4.79M | -$159,843.77 | -3.23% |
Gary Dempsey Leslie Global Wealth LLC | 11,401 | $259,715 | $251,563.06 | -$8,151.94 | -3.14% |
Jessica Thayer Unique Wealth LLC | 257,154 | $5.88M | $5.63M | -$250,148.86 | -4.25% |
Holly Skipper Verum Partners LLC | 1.7M | $38.8M | $37.32M | -$1.49M | -3.83% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 197,243 | $4.56M | $4.35M | -$206,154.63 | -4.52% |