| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 14,464 | $81,288 | $72,030.72 | -$9,257.28 | -11.39% |
Owen McCabe Tyche Wealth Partners LLC | 70,307 | $367,299.67 | $354,347.28 | -$12,952.39 | -3.53% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,129 | $5,865 | $5,700.21 | -$164.79 | -2.81% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 197,774 | $1.06M | $985,903.39 | -$76,917.74 | -7.24% |
David Novak Novak & Powell Financial Services, Inc. | 45,630 | $256,440 | $229,290.75 | -$27,149.25 | -10.59% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 5.42M | $28.98M | $26.97M | -$2.01M | -6.94% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 11,107 | $62,421 | $55,368.39 | -$7,052.61 | -11.3% |
Chris M. Frantz Catalina Capital Group, LLC | 70,125 | $369,208.31 | $352,378.12 | -$16,830.19 | -4.56% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 10,083 | $56,665 | $50,868.73 | -$5,796.27 | -10.23% |
Serena Grunenwald GEN Financial Management, INC. | 24,985 | $121,178 | $126,174.25 | $4,996.25 | 4.12% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 682 | $3,833 | $3,397.04 | -$435.96 | -11.37% |
Heather Scully NWF Advisory Services Inc. | 10,000 | $51,700 | $50,350 | -$1,350 | -2.61% |
| DN Daniel Newman Noble Wealth Management PBC | 202,469 | $1.11M | $1.03M | -$84,199.57 | -7.59% |