| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 16,091 | $2.12M | $1.65M | -$474,554.16 | -22.34% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 18,675 | $2.04M | $1.93M | -$102,619.13 | -5.04% |
Samantha Pierangeli City State Bank | 5,836 | $628,088.18 | $603,705.02 | -$24,383.16 | -3.88% |
Suzanne Hammer 5th Street Advisors LLC | 52,363 | $5.44M | $5.42M | -$27,476.6 | -0.5% |
W. Travis McKinney HB Wealth Management LLC | 4,802 | $529,855.29 | $496,454.77 | -$33,400.52 | -6.3% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 6,952 | $732,984.21 | $718,732.52 | -$14,251.69 | -1.94% |
Mark Perrault Intergy Private Wealth LLC | 14,611 | $1.61M | $1.5M | -$110,122.81 | -6.84% |
Allison Tronnes Forum Financial Management LP | 1,917 | $209,087.19 | $196,799.22 | -$12,287.97 | -5.88% |
| LWL Leo Wealth LLC Leo Wealth LLC | 304,760 | $33.46M | $31.29M | -$2.17M | -6.49% |
William Jollie Quent Capital LLC | 1,577 | $173,769.63 | $163,227.38 | -$10,542.25 | -6.07% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,301 | $358,296.21 | $338,880.66 | -$19,415.55 | -5.42% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 21,385 | $2.3M | $2.2M | -$104,999.65 | -4.56% |
Dalila Toledo Ascent Group LLC | 10,450 | $1.16M | $1.08M | -$77,093.48 | -6.66% |
| EM Erin Mccann Simplicity Wealth LLC | 11,703 | $1.28M | $1.21M | -$66,464.46 | -5.2% |
Robert Glass AlphaCentric Advisors LLC | 1,256 | $137,958.49 | $128,802.8 | -$9,155.69 | -6.64% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 11,213 | $1.22M | $1.16M | -$62,512.48 | -5.11% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 205,103 | $24.01M | $21.24M | -$2.77M | -11.52% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 3,156 | $323,332.2 | $323,994.96 | $662.76 | 0.2% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 94,983 | $10.32M | $9.75M | -$568,298.19 | -5.51% |
Mark Fiskio Empirical Asset Management LLC | 2,342 | $283,773.82 | $240,429.72 | -$43,344.1 | -15.27% |