| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 81,404 | $4.37M | $4.26M | -$106,234.05 | -2.43% |
Dan Mohr Retireful LLC | 5,617 | $298,655.89 | $293,712.93 | -$4,942.96 | -1.66% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 215,503 | $11.49M | $11.27M | -$221,777.59 | -1.93% |
Bryan Kupchik Capstone Wealth Management Group LLC | 223,045 | $11.86M | $11.66M | -$196,279.6 | -1.66% |
Timothy Low Forte Asset Management LLC | 70,315 | $3.66M | $3.68M | $20,823.45 | 0.57% |
Amanda Hawley Atria Wealth Solutions Inc. | 90,461 | $4.6M | $4.73M | $135,032.27 | 2.94% |
Edward Lowndes Angeles Wealth Management LLC | 475 | $25,593 | $24,837.75 | -$755.25 | -2.95% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 5,470 | $265,202.36 | $286,026.3 | $20,823.94 | 7.85% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 113,408 | $5.92M | $5.93M | $12,080.16 | 0.2% |
Amna Ali Khan GDS Wealth Management | 468,142 | $24.98M | $24.46M | -$529,064.02 | -2.12% |
Mark Mowrey Signature Resources Capital Management LLC | 1,614 | $83,928 | $84,396.06 | $468.06 | 0.56% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 26,659 | $1.42M | $1.39M | -$23,882.57 | -1.68% |
Rachel Faulk Cape Investment Advisory Inc. | 586 | $31,158 | $30,641.94 | -$516.06 | -1.66% |
Mariana Coli Dunhill Financial LLC | 483 | $25,705 | $25,299.54 | -$405.46 | -1.58% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 10,094 | $531,279.05 | $527,815.26 | -$3,463.79 | -0.65% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 400,135 | $21.39M | $20.92M | -$471,829.18 | -2.21% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 13,545 | $680,563.89 | $708,268.05 | $27,704.16 | 4.07% |
Victoria Latham Fiduciary Alliance LLC | 80,224 | $4.28M | $4.19M | -$82,741.56 | -1.93% |
Erik Brenner Hilltop Partners LLC | 9,112 | $467,316.3 | $476,466.48 | $9,150.18 | 1.96% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 6,568 | $334,142.95 | $343,440.72 | $9,297.77 | 2.78% |