| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 2,875 | $1.14M | $849,591.28 | -$292,672.36 | -25.62% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 3,541 | $1.12M | $1.04M | -$81,233.9 | -7.24% |
Jonathan Straus Commons Capital LLC | 1,017 | $401,098.13 | $311,761.35 | -$89,336.78 | -22.27% |
Missy Straw Nilsine Partners LLC | 4,794 | $1.66M | $1.42M | -$244,310.88 | -14.71% |
Dalila Toledo Ascent Group LLC | 28,781 | $10.43M | $8.83M | -$1.59M | -15.28% |
| EM Erin Mccann Simplicity Wealth LLC | 18,345 | $6.62M | $5.61M | -$1.01M | -15.3% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 4,375 | $1.82M | $1.33M | -$481,556.25 | -26.52% |
Patrick O'Connell Security Financial Services Inc. | 973 | $366,094.16 | $285,984.17 | -$80,109.99 | -21.88% |
Ed West Values First Advisors Inc. | 8 | $2,631.12 | $2,351.36 | -$279.76 | -10.63% |
Jason DeBerry BancFirst Trust & Investment Management | 988 | $348,447.83 | $301,280.72 | -$47,167.11 | -13.54% |
Michael Byun SageView Advisory Group LLC | 18,726 | $7.49M | $5.53M | -$1.96M | -26.15% |
Nicole Goff Retirement Solution LLC | 601 | $211,960.67 | $184,155.41 | -$27,805.26 | -13.12% |
| KB Kimberly Byrne Bill Few Associates Inc. | 15,822 | $6.33M | $4.65M | -$1.68M | -26.53% |
Owen Schrum Schrum Private Wealth Management LLC | 3,360 | $1.34M | $1.03M | -$311,055.66 | -23.13% |
Nichole Raftopoulos Nvest Financial LLC | 607 | $214,076.75 | $179,374.58 | -$34,702.17 | -16.21% |
Brian Clay Clay Northam Wealth Management LLC | 904 | $371,595.67 | $278,120.12 | -$93,475.55 | -25.16% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 17,786 | $6.5M | $5.48M | -$1.02M | -15.62% |
Chad Soukup jvl associates LLC | 1,423 | $545,905.49 | $436,028.54 | -$109,876.95 | -20.13% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 52,994 | $16.17M | $16.21M | $34,327.6 | 0.21% |
Thomas Mason Mason & Associates Inc. | 1,912 | $745,634.28 | $565,015.14 | -$180,619.14 | -24.22% |