| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 1.43M | $65.12M | $63.44M | -$1.69M | -2.59% |
| TT Thaddeus Toal RCS Financial Planning LLC | 31,280 | $1.46M | $1.39M | -$65,421.4 | -4.49% |
Crystal McKeon TSA Wealth Managment LLC | 239,010 | $10.97M | $10.63M | -$336,460.72 | -3.07% |
Matthew Keyes Heritage Wealth Partners LLC | 21,948 | $1.01M | $976,348 | -$35,016 | -3.46% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 75,655 | $3.43M | $3.37M | -$63,254.91 | -1.85% |
Bepin Serraj Richard W. Paul & Associates LLC | 91,544 | $4.19M | $4.07M | -$124,447.22 | -2.97% |
Michael R. Panico Arcadia Wealth Management LLC | 5,320 | $245,511 | $236,658.07 | -$8,852.93 | -3.61% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 14,620 | $669,897.46 | $650,955.5 | -$18,941.96 | -2.83% |
Helen Semus Semus Wealth Partners LLC | 19,813 | $922,760.76 | $881,282.24 | -$41,478.52 | -4.5% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 97,986 | $4.55M | $4.36M | -$190,759.27 | -4.19% |
David Stevens Stevens Capital Partners | 5,414 | $249,872 | $241,004.21 | -$8,867.79 | -3.55% |
| TAL TFB Advisors LLC TFB Advisors LLC | 10,587 | $474,269.27 | $471,121.5 | -$3,147.77 | -0.66% |
Andrew Lewis Genesis Private Wealth LLC | 79,884 | $3.72M | $3.56M | -$162,563.5 | -4.37% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 65,959 | $3.05M | $2.93M | -$118,234.44 | -3.88% |
Paul B. Ordonio Park Place Capital Corp. | 129,528 | $6.02M | $5.76M | -$254,666.9 | -4.23% |
| SM Sarah Moore BOS Asset Management LLC | 98,552 | $4.52M | $4.39M | -$138,532.16 | -3.06% |
Sheila J. Lindsay Bensler LLC | 230,170 | $10.78M | $10.25M | -$532,176.4 | -4.94% |
Jeffrey Steele Silverlake Wealth Management LLC | 5,037 | $232,441 | $223,718.35 | -$8,722.65 | -3.75% |
Jill Batley Gateway Wealth Partners LLC | 357,713 | $16.52M | $15.89M | -$630,662.53 | -3.82% |
Gregory Turcotte Alpha Financial Partners LLC | 5,926 | $273,501 | $263,618.11 | -$9,882.89 | -3.61% |