| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 197,243 | $4.56M | $4.35M | -$206,154.63 | -4.52% |
Marc White Clarendon Private LLC | 48,877 | $1.12M | $1.07M | -$51,420.13 | -4.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 13,377 | $306,515.62 | $295,096.62 | -$11,419 | -3.73% |
Stephen Smith Kestra Investment Management LLC | 27,114 | $617,654 | $594,881.16 | -$22,772.84 | -3.69% |
Scott Register Register Financial Advisors LLC | 932 | $21,477.15 | $20,448.08 | -$1,029.07 | -4.79% |
Amy Ardeel Icon Wealth Advisors LLC | 628,739 | $14.4M | $13.79M | -$604,553.03 | -4.2% |
Joseph A. Feste KM Capital Management Ltd. | 15,618 | $358,627.67 | $344,376.9 | -$14,250.77 | -3.97% |
Crystal McKeon TSA Wealth Managment LLC | 442,717 | $10.15M | $9.76M | -$383,936.3 | -3.78% |
Bepin Serraj Richard W. Paul & Associates LLC | 166 | $3,781 | $3,642.04 | -$138.96 | -3.68% |
Michael R. Panico Arcadia Wealth Management LLC | 729,380 | $16.74M | $16.09M | -$650,796.12 | -3.89% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 10,747 | $246,196.45 | $235,466.77 | -$10,729.68 | -4.36% |
| EFP Envision Financial Planning LLC Envision Financial Planning LLC | 847,680 | $19.76M | $18.7M | -$1.06M | -5.37% |
Walter J. West Milestone Asset Management LLC | 660,867 | $14.79M | $14.57M | -$219,387.96 | -1.48% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 52,011 | $1.19M | $1.14M | -$50,033.97 | -4.2% |
Moises Valladares Insigneo Advisory Services LLC | 9,136 | $210,956.11 | $201,448.8 | -$9,507.31 | -4.51% |
John Canning Mi LLCreek Capital Advisors LLC | 5.1M | $116.99M | $111.82M | -$5.17M | -4.42% |
| TAL TFB Advisors LLC TFB Advisors LLC | 50,945 | $1.15M | $1.12M | -$37,194.25 | -3.22% |
Brendan G. Moody Watershed Private Wealth LLC | 208,974 | $4.79M | $4.61M | -$176,086.85 | -3.68% |
| KLM Kate L. Miller STAR Financial Bank | 607,625 | $13.93M | $13.4M | -$532,581.52 | -3.82% |
Steven Trigili Garden State Investment Advisory Services LLC | 23,922 | $549,632.28 | $524,848.68 | -$24,783.6 | -4.51% |