| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 25,277 | $316,720 | $264,144.65 | -$52,575.35 | -16.6% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 43,703 | $537,151.62 | $462,814.77 | -$74,336.85 | -13.84% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 483,245 | $5.82M | $5.11M | -$711,913.18 | -12.22% |
Taylor Jobe MKT Advisors LLC | 17,709 | $276,827.3 | $188,512.3 | -$88,315 | -31.9% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 536 | $6,508.52 | $5,796.84 | -$711.68 | -10.93% |
| NH Nathaniel Holden Core Wealth Partners LLC | 18,425 | $214,467 | $196,226.25 | -$18,240.75 | -8.51% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 19,718 | $241,545.81 | $209,898.11 | -$31,647.7 | -13.1% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 28,761 | $331,902 | $306,304.65 | -$25,597.35 | -7.71% |
Christopher C. Powers Farther Finance Advisors, LLC | 18,506 | $226,789.22 | $193,387.7 | -$33,401.52 | -14.73% |
James Rankin Modern Wealth Management, LLC | 21,185 | $249,347 | $223,819.52 | -$25,527.48 | -10.24% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 23,898 | $281,643.74 | $254,513.7 | -$27,130.04 | -9.63% |
Chandler te Velde Maia Wealth LLC | 12,848 | $165,546 | $137,216.64 | -$28,329.36 | -17.11% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 524 | $6,639.56 | $5,580.6 | -$1,058.96 | -15.95% |
Neil Azous Rareview Capital LLC | 58,889 | $680,231.22 | $621,867.84 | -$58,363.38 | -8.58% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 264,743 | $3.24M | $2.8M | -$435,332.14 | -13.45% |
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 20,723 | $259,658 | $221,010.79 | -$38,647.21 | -14.88% |