| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kure Advisory LLC Kure Advisory, LLC | 1,073 | $370,209.38 | $356,193.07 | -$14,016.31 | -3.79% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 20,363 | $7.34M | $6.76M | -$581,508.98 | -7.92% |
Bradley H. Owens LJI Wealth Management, LLC | 1,294 | $414,495.4 | $429,556.23 | $15,060.83 | 3.63% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,551 | $522,753.91 | $514,869.94 | -$7,883.97 | -1.51% |
Annmarie Young KPP Advisory Services LLC | 6,430 | $2.05M | $2.13M | $81,734.71 | 3.98% |
| MWS MFA Wealth Services MFA Wealth Services | 2,279 | $873,494.65 | $756,536.82 | -$116,957.83 | -13.39% |
Tony Macafee UniSuper Management Pty Ltd | 71,304 | $24.59M | $23.67M | -$921,449.41 | -3.75% |
Thomas Healy PFW Advisors LLC | 6,420 | $1.63M | $2.13M | $500,482.41 | 30.69% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1,454 | $478,230.11 | $482,669.83 | $4,439.72 | 0.93% |
Thomas Dobbins New Republic Capital, LLC | 5,871 | $2.07M | $1.95M | -$125,434.5 | -6.05% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 4,938 | $1.72M | $1.64M | -$78,526.07 | -4.57% |
Invesco LLC INVESCO, LLC | 4,733 | $1.55M | $1.57M | $19,801 | 1.28% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 938 | $341,894.9 | $311,378.47 | -$30,516.43 | -8.93% |
John Hayes LongView Wealth Management | 32,815 | $11.37M | $10.89M | -$481,111.88 | -4.23% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,321 | $438,884.34 | $438,519.15 | -$365.19 | -0.08% |
Norden Group LLC NORDEN GROUP LLC | 7,825 | $3.08M | $2.6M | -$484,094.17 | -15.71% |
Robert Green LECAP ASSET MANAGEMENT LTD | 677 | $238,764 | $224,736.91 | -$14,027.09 | -5.87% |
Berkeley Harrison Sterling Financial Group, Inc. | 828 | $261,532.04 | $274,862.87 | $13,330.83 | 5.1% |
Andrew Agosta Prosperity Financial Group, Inc. | 3,688 | $1.2M | $1.22M | $20,450.07 | 1.7% |
Bradley Harsch Strategic Advocates LLC | 192 | $72,176.27 | $63,736.32 | -$8,439.95 | -11.69% |