| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 47,213 | $2.8M | $1.67M | -$1.14M | -40.54% |
Dalila Toledo Ascent Group LLC | 40,329 | $2.51M | $1.5M | -$1.01M | -40.31% |
| EM Erin Mccann Simplicity Wealth LLC | 14,951 | $1.03M | $559,316.91 | -$470,224.77 | -45.67% |
Michael Byun SageView Advisory Group LLC | 16,065 | $1.07M | $567,094.5 | -$501,067.28 | -46.91% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 20 | $1,269.6 | $706 | -$563.6 | -44.39% |
| BPN Brent P. Nicks Strategic Planning Inc. | 73,364 | $4.64M | $2.74M | -$1.9M | -40.92% |
Amanda Hawley Atria Wealth Solutions Inc. | 22,276 | $2M | $827,330.64 | -$1.17M | -58.56% |
Eric Dahm Range Financial Group LLC | 14,191 | $1.02M | $501,368.03 | -$523,371.8 | -51.07% |
Edward Lowndes Angeles Wealth Management LLC | 11,971 | $1.46M | $422,576.3 | -$1.04M | -71.15% |
Kevin Zemann WealthPlan Investment Management LLC | 13,371 | $949,875.84 | $496,598.94 | -$453,276.9 | -47.72% |
Timothy E. Ladin Price Jennifer C. | 2,000 | $151,340 | $74,290 | -$77,050 | -50.91% |
Michael Stulic Astoria Portfolio Advisors LLC | 9,534 | $571,534.09 | $336,550.2 | -$234,983.89 | -41.11% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,359 | $364,257.3 | $163,266.34 | -$200,990.96 | -55.18% |
Brad Saenz Coastwise Capital Group LLC | 7,753 | $408,736.64 | $273,680.9 | -$135,055.74 | -33.04% |
Nadine Hofstetter Northwest Bank & Trust Co. | 12,675 | $1.34M | $447,807.75 | -$896,703.16 | -66.69% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 995 | $70,468.64 | $35,123.5 | -$35,345.14 | -50.16% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 99,311 | $5.86M | $3.69M | -$2.16M | -36.92% |
CJ Harrison DecisionPoint Financial LLC | 649 | $75,813.55 | $24,103.86 | -$51,709.69 | -68.21% |
| JG John Ginter Callan Family Office LLC | 24,512 | $1.73M | $919,322.56 | -$810,656.33 | -46.86% |
Brook Hart Presilium Private Wealth LLC | 8,483 | $949,848.28 | $318,409.4 | -$631,438.88 | -66.48% |