| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 39,753 | $2.04M | $1.94M | -$95,335.25 | -4.68% |
cullen roche Orcam Financial Group | 28,714 | $1.45M | $1.4M | -$52,311.38 | -3.6% |
Nicholas Shaheen FSA Advisors Inc. | 5,183 | $264,964.86 | $252,023.37 | -$12,941.49 | -4.88% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 32,636 | $1.93M | $1.59M | -$335,611.26 | -17.4% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 702 | $36,440.82 | $33,885.54 | -$2,555.28 | -7.01% |
Kathryn Brown Morton Brown Family Wealth LLC | 680 | $35,026.8 | $32,823.6 | -$2,203.2 | -6.29% |
Andrew Burkey Joseph Group Capital Management | 21,169 | $1.07M | $1.02M | -$47,946.47 | -4.48% |
Kelly Kaczmarczyk Dravo Bay LLC | 33,201 | $1.7M | $1.62M | -$76,393.96 | -4.5% |
Allison Tronnes Forum Financial Management LP | 1.26M | $64.48M | $61.47M | -$3.01M | -4.66% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,429 | $226,410 | $213,787.83 | -$12,622.17 | -5.57% |
Christopher Clancy Global Wealth Strategies & Associates | 5,077 | $261,291.85 | $246,869.12 | -$14,422.73 | -5.52% |
Dalila Toledo Ascent Group LLC | 31,542 | $1.62M | $1.54M | -$83,586.3 | -5.14% |
Michael Byun SageView Advisory Group LLC | 11,169 | $581,424.57 | $539,127.63 | -$42,296.94 | -7.27% |
Daniel Bennett APS Management Group Inc. | 28,626 | $1.44M | $1.4M | -$48,709.62 | -3.37% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 4,625 | $232,538.55 | $225,422.5 | -$7,116.05 | -3.06% |
Candice Gilman Sofi Wealth LLC | 11 | $570 | $537.35 | -$32.65 | -5.73% |
Michael Topley Lansing Street Advisors | 10,122 | $525,359.58 | $494,257.26 | -$31,102.32 | -5.92% |
Kevin Zemann WealthPlan Investment Management LLC | 5,292 | $266,294.4 | $258,355.44 | -$7,938.96 | -2.98% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,220 | $109,620.61 | $108,347.1 | -$1,273.51 | -1.16% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,415 | $71,528.25 | $69,186.42 | -$2,341.83 | -3.27% |