| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,500 | $33,800 | $31,605.5 | -$2,194.5 | -6.49% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 68,850 | $874,090.82 | $877,837.5 | $3,746.68 | 0.43% |
Timothy J. Landolt Endowment Wealth Management Inc. | 52,469 | $773,792.07 | $629,103.31 | -$144,688.76 | -18.7% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,400 | $35,356 | $28,776 | -$6,580 | -18.61% |
| EM Erin Mccann Simplicity Wealth LLC | 27,762 | $344,804.04 | $332,866.38 | -$11,937.66 | -3.46% |
Amanda Hawley Atria Wealth Solutions Inc. | 54,812 | $819,920.75 | $657,195.88 | -$162,724.87 | -19.85% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 80,474 | $1.05M | $964,883.26 | -$81,448.84 | -7.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,045 | $175,612.72 | $168,399.55 | -$7,213.17 | -4.11% |
Michael Bailey MGB Wealth Management, LLC | 75 | $1,189.5 | $899.25 | -$290.25 | -24.4% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 9,339 | $117,111 | $111,974.61 | -$5,136.39 | -4.39% |
Nathan Edwards IMG Wealth Management, Inc. | 1,249 | $17,588.21 | $15,774.87 | -$1,813.34 | -10.31% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 221 | $2,745 | $2,649.79 | -$95.21 | -3.47% |
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 823,136 | $11.92M | $10.49M | -$1.42M | -11.94% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,631 | $23,567.95 | $19,555.69 | -$4,012.26 | -17.02% |
Winnow Wealth LLC Winnow Wealth LLC | 51,309 | $683,699.33 | $615,194.91 | -$68,504.42 | -10.02% |