| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Debora Caley Richwood Investment Advisors LLC | 5,556 | $1.3M | $1.15M | -$141,233.52 | -10.9% |
Paul Elam Oak Harbor Wealth Partners LLC | 4,434 | $1.03M | $968,385.6 | -$65,511.44 | -6.34% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,923 | $461,992.77 | $388,244.08 | -$73,748.69 | -15.96% |
William Jollie Quent Capital LLC | 4,748 | $1.15M | $1.06M | -$86,390.6 | -7.53% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 995 | $234,988.07 | $201,238.75 | -$33,749.32 | -14.36% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 17,282 | $4.28M | $3.82M | -$454,185.14 | -10.62% |
Marc H. Stone Tyler-Stone Wealth Management | 1,441 | $383,163.47 | $299,583.9 | -$83,579.57 | -21.81% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 2,676 | $649,335.21 | $556,099.56 | -$93,235.65 | -14.36% |
Missy Straw Nilsine Partners LLC | 20,481 | $4.29M | $4.26M | -$30,396.21 | -0.71% |
Dalila Toledo Ascent Group LLC | 13,340 | $3.2M | $2.69M | -$505,876.25 | -15.81% |
| EM Erin Mccann Simplicity Wealth LLC | 7,570 | $1.68M | $1.65M | -$29,721.97 | -1.77% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 3,212 | $830,237.76 | $667,774.8 | -$162,462.96 | -19.57% |
Ed West Values First Advisors Inc. | 6,871 | $1.59M | $1.43M | -$166,484.14 | -10.44% |
Joseph J. Costigan apricus wealth LLC | 1,023 | $257,090.13 | $212,589.63 | -$44,500.5 | -17.31% |
Michael Byun SageView Advisory Group LLC | 6,894 | $1.85M | $1.54M | -$309,194.5 | -16.72% |
Nicole Goff Retirement Solution LLC | 6,547 | $1.44M | $1.32M | -$119,351.88 | -8.27% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,558 | $349,488.71 | $323,767.98 | -$25,720.73 | -7.36% |
Owen Schrum Schrum Private Wealth Management LLC | 1,111 | $285,260.8 | $248,108.53 | -$37,152.27 | -13.02% |
Brian Clay Clay Northam Wealth Management LLC | 1,130 | $290,386.21 | $250,012.5 | -$40,373.71 | -13.9% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 7,686 | $1.83M | $1.6M | -$231,275.7 | -12.65% |