| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Glass AlphaCentric Advisors LLC | 3,755 | $358,377.2 | $338,907.52 | -$19,469.68 | -5.43% |
Ed West Values First Advisors Inc. | 2,747 | $263,180.96 | $248,466.15 | -$14,714.81 | -5.59% |
Penny Paul Andina Capital Management LLC | 5,954 | $566,074.38 | $538,062.98 | -$28,011.4 | -4.95% |
Samuel Miller Kraft, Davis & Associates LLC | 2,256 | $210,925 | $204,043.92 | -$6,881.08 | -3.26% |
Allison Brooke Blake WorthPointe LLC | 34,974 | $3.31M | $3.16M | -$147,590.28 | -4.46% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,952 | $1.04M | $990,608.4 | -$49,966.06 | -4.8% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 27,659 | $2.65M | $2.5M | -$150,542.98 | -5.68% |
David K. Balsdon Harvest Portfolios Group Inc. | 1.84M | $176.01M | $166.15M | -$9.86M | -5.6% |
Timothy Low Forte Asset Management LLC | 34,247 | $3.27M | $3.09M | -$172,439.52 | -5.28% |
Christopher Warner WARNER FINANCIAL Inc. | 53,572 | $5.11M | $4.85M | -$262,058.98 | -5.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 88,026 | $8.64M | $7.95M | -$683,962.02 | -7.92% |
Craig Johnsen Fortitude Advisory Group LLC | 21,684 | $2.07M | $1.96M | -$111,698.21 | -5.39% |
Edward Lowndes Angeles Wealth Management LLC | 246 | $23,575.86 | $22,212.57 | -$1,363.29 | -5.78% |
Benjamin Cauley Carr Financial Group Corp. | 11,053 | $1.06M | $998,967.93 | -$63,883.94 | -6.01% |
Joseph Wallace Wallace Advisory Group LLC | 14,669 | $1.41M | $1.33M | -$79,631.22 | -5.66% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 623,109 | $55.74M | $56.31M | $563,298 | 1.01% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 7,597 | $732,806.62 | $687,262.6 | -$45,544.02 | -6.22% |
Jeffrey Jones Cypress Financial Planning LLC | 10,068 | $930,786.6 | $909,996.18 | -$20,790.42 | -2.23% |
| JG John Ginter Callan Family Office LLC | 5,030 | $475,687 | $454,762.3 | -$20,924.7 | -4.4% |
Mark Mowrey Signature Resources Capital Management LLC | 15 | $1,442.36 | $1,354.05 | -$88.31 | -6.12% |