| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph J. Costigan apricus wealth LLC | 1,023 | $257,090.13 | $202,758.6 | -$54,331.53 | -21.13% |
Michael Byun SageView Advisory Group LLC | 6,894 | $1.85M | $1.36M | -$491,920.04 | -26.61% |
Nicole Goff Retirement Solution LLC | 6,547 | $1.44M | $1.28M | -$159,583.2 | -11.05% |
| KB Kimberly Byrne Bill Few Associates Inc. | 1,714 | $378,237.95 | $323,500.38 | -$54,737.57 | -14.47% |
Owen Schrum Schrum Private Wealth Management LLC | 1,111 | $285,260.8 | $217,089.4 | -$68,171.4 | -23.9% |
Brian Clay Clay Northam Wealth Management LLC | 1,130 | $290,386.21 | $220,802 | -$69,584.21 | -23.96% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 1,717 | $389,762.58 | $336,051.24 | -$53,711.34 | -13.78% |
Taro Kuriyama Axq Capita LLP | 2,997 | $660,809 | $584,474.94 | -$76,334.06 | -11.55% |
David T. Morgan High Net Worth Advisory Group LLC | 3,541 | $914,721.81 | $699,878.65 | -$214,843.16 | -23.49% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 560 | $130,563.36 | $110,317.2 | -$20,246.16 | -15.51% |
Jaimie Palmer Beacon Capital Management LLC | 1,856 | $422,664.27 | $366,912.64 | -$55,751.63 | -13.19% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,890 | $1.29M | $1.17M | -$124,086.23 | -9.6% |
Brian Levy West Wealth Group LLC | 1,374 | $298,392.07 | $272,512.29 | -$25,879.78 | -8.67% |
Arthur Garcia Atlas Financial Advisors Inc. | 1,386 | $342,064.8 | $273,305.34 | -$68,759.46 | -20.1% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,859 | $466,815.45 | $370,740.37 | -$96,075.08 | -20.58% |
Mark Fiskio Empirical Asset Management LLC | 2,069 | $519,909.64 | $407,758.52 | -$112,151.12 | -21.57% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 1,561 | $387,056.24 | $309,600.93 | -$77,455.31 | -20.01% |
Daniel Ronan Catalyst Financial Partners LLC | 5,556 | $1.19M | $1.1M | -$99,137.82 | -8.3% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,050 | $2.1M | $1.97M | -$134,819.07 | -6.41% |
Matthew Heller Willner & Heller LLC | 1,613 | $411,799.78 | $319,995 | -$91,804.78 | -22.29% |