| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Dunnaway Brown Shipley& Co Ltd | 178 | $12,179.06 | $11,091.18 | -$1,087.88 | -8.93% |
Dalila Toledo Ascent Group LLC | 20,526 | $1.4M | $1.28M | -$118,631.59 | -8.49% |
| EM Erin Mccann Simplicity Wealth LLC | 13,275 | $838,830.97 | $833,006.25 | -$5,824.72 | -0.69% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 5,678 | $365,077.38 | $353,796.18 | -$11,281.2 | -3.09% |
Michael Byun SageView Advisory Group LLC | 9,719 | $669,076.96 | $598,010.07 | -$71,066.89 | -10.62% |
Katie Christensen iSAM Funds UKK) Ltd | 28,000 | $1.62M | $1.74M | $121,520 | 7.5% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 10,641 | $706,258.77 | $663,040.71 | -$43,218.06 | -6.12% |
Scott Williams Investmark Advisory Group LLC | 6,710 | $409,542.91 | $420,012.45 | $10,469.54 | 2.56% |
Daniel Ronan Catalyst Financial Partners LLC | 9,979 | $663,203.41 | $621,791.49 | -$41,411.92 | -6.24% |
Amanda Hawley Atria Wealth Solutions Inc. | 42,265 | $2.86M | $2.63M | -$226,344.96 | -7.91% |
Edward Lowndes Angeles Wealth Management LLC | 3,979 | $230,145.36 | $247,931.49 | $17,786.13 | 7.73% |
Kevin Zemann WealthPlan Investment Management LLC | 4,964 | $289,360.04 | $309,306.84 | $19,946.8 | 6.89% |
Joseph Wallace Wallace Advisory Group LLC | 6,828 | $431,061.05 | $425,452.68 | -$5,608.37 | -1.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 631 | $41,295.36 | $39,317.61 | -$1,977.75 | -4.79% |
Nadine Hofstetter Northwest Bank & Trust Co. | 18,362 | $1.34M | $1.14M | -$193,146.8 | -14.44% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 352 | $18,948.16 | $21,933.12 | $2,984.96 | 15.75% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 48,419 | $3.16M | $3.03M | -$133,432.05 | -4.22% |
CJ Harrison DecisionPoint Financial LLC | 16 | $905.67 | $1,001.6 | $95.93 | 10.59% |
| JG John Ginter Callan Family Office LLC | 40,451 | $2.56M | $2.49M | -$73,989.58 | -2.89% |
Linda M. Dagilus Greenfield Savings Bank | 14,801 | $946,614.4 | $922,250.31 | -$24,364.09 | -2.57% |