| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 285,067 | $5.93M | $5.51M | -$421,905.57 | -7.12% |
| MK Matthew Kolesky ARBOR CAPITAL MANAGEMENT Inc. /ADV | 81,654 | $1.8M | $1.59M | -$205,486.25 | -11.44% |
Matthew Liebman Amplius Wealth Advisors LLC | 107,120 | $2.18M | $2.09M | -$89,316.15 | -4.1% |
Christopher Clancy Global Wealth Strategies & Associates | 171,658 | $3.48M | $3.35M | -$133,493.94 | -3.83% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 36,340 | $802,819.12 | $706,449.6 | -$96,369.52 | -12% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 19,068 | $391,977.79 | $371,921.34 | -$20,056.45 | -5.12% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 15,577 | $316,075.35 | $303,882.35 | -$12,193 | -3.86% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 11,676 | $237,178.34 | $227,506.86 | -$9,671.48 | -4.08% |
Loni Adams Daymark Wealth Partners LLC | 247,898 | $5.13M | $4.84M | -$293,858.18 | -5.73% |
Andrew Lewis Genesis Private Wealth LLC | 141,222 | $2.88M | $2.76M | -$119,804 | -4.16% |
Jill Batley Gateway Wealth Partners LLC | 24,750 | $514,800 | $482,748.75 | -$32,051.25 | -6.23% |
Christopher C. Powers Farther Finance Advisors, LLC | 30,430 | $632,531.82 | $587,907.6 | -$44,624.22 | -7.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 410,031 | $8.52M | $8M | -$524,567.13 | -6.16% |
Jonathan Chatfield LM Advisors LLC | 49,878 | $1.04M | $973,374.16 | -$63,368.37 | -6.11% |
Angela Mari Abich Financial Wealth Management LLC | 400 | $8,212 | $7,796 | -$416 | -5.07% |
| PPH Pure Portfolios Holdings LLC Pure Portfolios Holdings LLC | 15,528 | $318,807.6 | $302,563.08 | -$16,244.52 | -5.1% |
Thomas Lo Vested Financial Planning LLC | 25,909 | $538,907 | $505,614.13 | -$33,292.87 | -6.18% |
Grant Reeves CVFG LLC | 13,451 | $273,062.22 | $262,361.75 | -$10,700.47 | -3.92% |
| SC Stacey Cole Haven Private LLC | 1.19M | $24.24M | $23.21M | -$1.03M | -4.25% |
| BR Brian Runkles Frederick Financial Consultants LLC | 158,981 | $3.24M | $3.1M | -$139,122.09 | -4.29% |