| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Keyes Heritage Wealth Partners LLC | 2,307 | $216,386 | $209,094.94 | -$7,291.06 | -3.37% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 11,236 | $1.05M | $1.02M | -$34,852.95 | -3.31% |
Bill Scoggins First Citizens Asset Management Inc. | 4,802 | $450,917.66 | $434,629.02 | -$16,288.64 | -3.61% |
Bepin Serraj Richard W. Paul & Associates LLC | 96 | $9,074 | $8,675.04 | -$398.96 | -4.4% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 3,288 | $312,979.46 | $298,238.04 | -$14,741.42 | -4.71% |
David Bach River Street Advisors LLC | 6,212 | $583,245.01 | $563,242.04 | -$20,002.97 | -3.43% |
Moises Valladares Insigneo Advisory Services LLC | 26,266 | $2.5M | $2.38M | -$122,651.95 | -4.9% |
John Canning Mi LLCreek Capital Advisors LLC | 767,705 | $71.67M | $69.46M | -$2.22M | -3.09% |
Michael Radoff LGT Financial Advisors LLC | 3,969 | $377,619.99 | $359,968.45 | -$17,651.54 | -4.67% |
Brendan G. Moody Watershed Private Wealth LLC | 23,020 | $2.17M | $2.09M | -$79,750.21 | -3.68% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 115,183 | $10.57M | $10.43M | -$142,729.16 | -1.35% |
Ira Ravitz Beverly Hills Private Wealth LLC | 3,163 | $293,762.67 | $286,457.09 | -$7,305.58 | -2.49% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,879 | $461,163.66 | $440,842.04 | -$20,321.62 | -4.41% |
Paul B. Ordonio Park Place Capital Corp. | 607 | $56,924.46 | $55,009.37 | -$1,915.09 | -3.36% |
| SM Sarah Moore BOS Asset Management LLC | 17,426 | $1.63M | $1.58M | -$45,943.66 | -2.83% |
Jeffrey Steele Silverlake Wealth Management LLC | 8,476 | $798,419.11 | $765,933.74 | -$32,485.37 | -4.07% |
Jill Batley Gateway Wealth Partners LLC | 43,302 | $4.11M | $3.92M | -$193,764.58 | -4.71% |
Courtney Gooding Bush Investment Group LLC | 14,761 | $1.37M | $1.34M | -$38,266.21 | -2.78% |
Lison Couture iA Global Asset Management Inc. | 284,376 | $26.94M | $25.72M | -$1.22M | -4.53% |
Dino Efthimiou Delta Wealth Advisors LLC | 3,832 | $353,912.64 | $347,121.72 | -$6,790.92 | -1.92% |