| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashley Goggins Hidden Cove Wealth Management LLC | 1,583 | $605,817.54 | $467,792.33 | -$138,025.21 | -22.78% |
Dean Pelos Commonwealth Retirement Investments LLC | 27,329 | $9.13M | $8.08M | -$1.06M | -11.58% |
Matthew Keyes Heritage Wealth Partners LLC | 728 | $252,676.06 | $221,996.32 | -$30,679.74 | -12.14% |
Andy Peters Goldstein Advisors LLC | 2,111 | $728,971.87 | $650,694.62 | -$78,277.25 | -10.74% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 1,572 | $554,413 | $462,042.26 | -$92,370.74 | -16.66% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 618 | $203,254.02 | $181,642.57 | -$21,611.45 | -10.63% |
Bepin Serraj Richard W. Paul & Associates LLC | 4,440 | $1.47M | $1.31M | -$153,506.47 | -10.47% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,233 | $746,797.78 | $656,323.38 | -$90,474.4 | -12.11% |
Jeffrey Hanson Breakwater Capital Group | 5,097 | $1.65M | $1.51M | -$144,191.27 | -8.74% |
Kyle Kelley Family Capital Management Inc. | 918 | $331,848.03 | $283,046.94 | -$48,801.09 | -14.71% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 201 | $66,908.66 | $59,397.51 | -$7,511.15 | -11.23% |
Salvatore Cocivera Cora Capital Advisors LLC | 2,872 | $1.04M | $848,704.75 | -$191,813.06 | -18.43% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 1,317 | $539,952.18 | $405,991.59 | -$133,960.59 | -24.81% |
Justin Halverson Great Waters Wealth Management | 1,111 | $360,326.48 | $328,311.62 | -$32,014.86 | -8.88% |
Jesse Ellington Dover Advisors LLC | 6,726 | $2.54M | $1.99M | -$548,198.15 | -21.62% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 27,194 | $8.66M | $8.35M | -$307,391.59 | -3.55% |
Darren Tapley New England Capital Financial Advisors LLC | 1,130 | $377,504.83 | $333,926.31 | -$43,578.52 | -11.54% |
Paul L. Moffat Arista Wealth Management LLC | 4,085 | $1.5M | $1.2M | -$295,475.66 | -19.75% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 1,804 | $559,265.7 | $554,739.02 | -$4,526.68 | -0.81% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,532 | $576,490.56 | $452,721.32 | -$123,769.24 | -21.47% |