| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 77 | $6,877 | $6,940.39 | $63.39 | 0.92% |
Timothy J. Videnka Forza Wealth Management LLC | 11,615 | $1.11M | $1.05M | -$61,316.95 | -5.51% |
Amy Ardeel Icon Wealth Advisors LLC | 5,931 | $571,914.54 | $534,827.92 | -$37,086.62 | -6.48% |
Matthew C. Jessup Jessup Wealth Management Inc. | 118,652 | $11.18M | $10.73M | -$457,547.71 | -4.09% |
Crystal McKeon TSA Wealth Managment LLC | 34,182 | $3.23M | $3.09M | -$142,835.1 | -4.42% |
Matthew Keyes Heritage Wealth Partners LLC | 5,212 | $511,401.34 | $471,008.44 | -$40,392.9 | -7.9% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 3,241 | $310,589.2 | $292,824.35 | -$17,764.85 | -5.72% |
Bill Scoggins First Citizens Asset Management Inc. | 8,987 | $859,993.29 | $812,469.73 | -$47,523.56 | -5.53% |
Jeffrey Hanson Breakwater Capital Group | 2,507 | $239,623.68 | $226,131.4 | -$13,492.28 | -5.63% |
Moises Valladares Insigneo Advisory Services LLC | 14,866 | $1.42M | $1.34M | -$70,895.35 | -5.01% |
| NH Nathaniel Holden Core Wealth Partners LLC | 7,201 | $690,309.61 | $650,898.39 | -$39,411.22 | -5.71% |
Scott Highmark Mosaic Family Wealth Partners LLC | 14,210 | $1.34M | $1.28M | -$62,418.25 | -4.64% |
Ira Ravitz Beverly Hills Private Wealth LLC | 7,265 | $693,371.94 | $656,320.1 | -$37,051.84 | -5.34% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 41,133 | $3.89M | $3.71M | -$180,783.59 | -4.65% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 128 | $12,105 | $11,575.04 | -$529.96 | -4.38% |
Paul B. Ordonio Park Place Capital Corp. | 228 | $21,976.92 | $20,604.09 | -$1,372.83 | -6.25% |
Jeffrey Steele Silverlake Wealth Management LLC | 6,066 | $577,406.35 | $547,153.2 | -$30,253.15 | -5.24% |
Jill Batley Gateway Wealth Partners LLC | 9,492 | $905,901.01 | $856,937.76 | -$48,963.25 | -5.4% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 2,896 | $273,875 | $261,957.68 | -$11,917.32 | -4.35% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 170,993 | $16.37M | $15.42M | -$955,115.06 | -5.83% |