| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 11,717 | $1.3M | $1.26M | -$38,798.14 | -2.99% |
| EM Erin Mccann Simplicity Wealth LLC | 9,849 | $1.08M | $1.06M | -$17,997.14 | -1.67% |
| RG Robert Glass AlphaCentric Advisors LLC | 1,197 | $131,523.36 | $128,468.02 | -$3,055.34 | -2.32% |
Michael Byun SageView Advisory Group LLC | 1,353 | $149,043 | $145,285.14 | -$3,757.86 | -2.52% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 201,546 | $23.62M | $21.63M | -$1.99M | -8.42% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 3,156 | $323,332.2 | $338,891.28 | $15,559.08 | 4.81% |
Bryan Kupchik Capstone Wealth Management Group LLC | 111,478 | $12.4M | $11.97M | -$429,284.01 | -3.46% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 86,911 | $9.47M | $9.35M | -$123,152.18 | -1.3% |
Mark Fiskio Empirical Asset Management LLC | 2,336 | $283,119.4 | $250,839.68 | -$32,279.72 | -11.4% |
| TL Timothy Low Forte Asset Management LLC | 4,373 | $459,064.7 | $469,572.74 | $10,508.04 | 2.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 54,882 | $6.07M | $5.9M | -$178,092.09 | -2.93% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 12,914 | $1.4M | $1.39M | -$17,479.49 | -1.24% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 13,409 | $1.41M | $1.44M | $34,535.17 | 2.46% |
| TL Tradewinds LLC Tradewinds LLC | 1,867 | $208,114.69 | $200,599.81 | -$7,514.88 | -3.61% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 316 | $34,444.87 | $33,977.9 | -$466.97 | -1.36% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 114,723 | $12.93M | $12.33M | -$602,795.53 | -4.66% |
John DeMarco Trajan Wealth LLC | 101,085 | $11M | $10.86M | -$142,056.15 | -1.29% |
Jeffrey Jones Cypress Financial Planning LLC | 8,500 | $902,820.98 | $913,367.5 | $10,546.52 | 1.17% |
| JB Jodi Burnett Invictus Private Wealth LLC | 88,114 | $9.38M | $9.47M | $83,536.54 | 0.89% |
| RD Rodrigo Diaz Plan Group Financial LLC | 9,956 | $1.09M | $1.07M | -$23,666.03 | -2.16% |