| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Mailloux WealthCare Investment Partners LLC | 4,338 | $207,465.42 | $203,734.17 | -$3,731.25 | -1.8% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 65,231 | $3.11M | $3.06M | -$44,504.24 | -1.43% |
Ryan Fink Treasure Coast Financial Planning | 133,875 | $6.34M | $6.28M | -$57,000.3 | -0.9% |
| EM Erin Mccann Simplicity Wealth LLC | 14,695 | $710,503.25 | $689,194.03 | -$21,309.22 | -3% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 9,696 | $468,326.23 | $454,984.8 | -$13,341.43 | -2.85% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 178,555 | $8.36M | $8.38M | $19,157.51 | 0.23% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1.38M | $66.13M | $64.65M | -$1.48M | -2.23% |
Mariana Coli Dunhill Financial LLC | 767 | $37,399.13 | $35,964.63 | -$1,434.5 | -3.84% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 6,794 | $330,419.44 | $319,046.24 | -$11,373.2 | -3.44% |
Jill Grimes Centurion Wealth Management LLC | 12,171 | $581,724.69 | $570,515.62 | -$11,209.07 | -1.93% |
Victoria Latham Fiduciary Alliance LLC | 198,051 | $9.42M | $9.29M | -$127,883.83 | -1.36% |
Michael Snyder Beaumont Financial Advisors LLC | 6,180 | $284,189 | $289,964.98 | $5,775.98 | 2.03% |
Stephen Smith Kestra Investment Management LLC | 534,010 | $25.54M | $25.06M | -$477,939.48 | -1.87% |
| SS Sasha Stewart Marmo Financial Group LLC | 109,996 | $5.26M | $5.16M | -$98,007.36 | -1.86% |
Moises Valladares Insigneo Advisory Services LLC | 15,017 | $726,072 | $704,672.72 | -$21,399.28 | -2.95% |
Jill Batley Gateway Wealth Partners LLC | 23,576 | $1.13M | $1.11M | -$20,756.33 | -1.84% |
Douglas J. Eaton Eaton Financial Holdings Company LLC | 63,480 | $3.08M | $2.98M | -$102,432.35 | -3.32% |
Elliot Kallen Prosperity Wealth Management, Inc. | 9,230 | $443,503.37 | $432,933.15 | -$10,570.22 | -2.38% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,604 | $221,741.47 | $215,421.16 | -$6,320.31 | -2.85% |
Jesse Steele Etesian Wealth Advisors, Inc. | 74,529 | $3.61M | $3.5M | -$106,452.46 | -2.95% |