| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher M. Marks Sterling Investment Counsel LLC | 8,790 | $1.17M | $843,840 | -$327,424.58 | -27.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,420 | $275,725.93 | $329,893.2 | $54,167.27 | 19.65% |
Edward Lowndes Angeles Wealth Management LLC | 400 | $46,392 | $37,752 | -$8,640 | -18.62% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 147 | $19,329.79 | $14,039.81 | -$5,289.98 | -27.37% |
| DAL Drake & Associates LLC Drake & Associates LLC | 35,254 | $4.63M | $3.39M | -$1.24M | -26.71% |
Rachel Faulk Cape Investment Advisory Inc. | 811 | $91,392.96 | $78,229.06 | -$13,163.9 | -14.4% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 14 | $1,738.74 | $1,321.6 | -$417.14 | -23.99% |
Lukas Lindgren Abound Wealth Management | 116 | $13,454 | $11,204.44 | -$2,249.56 | -16.72% |
Jessica Thayer Unique Wealth LLC | 3,798 | $446,508.95 | $358,303.32 | -$88,205.63 | -19.75% |
Michael Snyder Beaumont Financial Advisors LLC | 11,950 | $1.48M | $1.13M | -$353,961.2 | -23.84% |
Scott Register Register Financial Advisors LLC | 82 | $10,922 | $7,760.48 | -$3,161.52 | -28.95% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 922 | $111,164.99 | $87,018.36 | -$24,146.63 | -21.72% |
Moises Valladares Insigneo Advisory Services LLC | 24,937 | $2.93M | $2.34M | -$583,017.06 | -19.92% |
Ashley Buboltz Moran Wealth Management LLC | 20,257 | $2.53M | $1.91M | -$618,119.99 | -24.45% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 10,037 | $826,607.69 | $949,901.68 | $123,293.99 | 14.92% |
Jill Batley Gateway Wealth Partners LLC | 2,816 | $375,036.48 | $264,140.8 | -$110,895.68 | -29.57% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 2,908 | $385,912.77 | $277,277.8 | -$108,634.97 | -28.15% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,869 | $658,727.75 | $744,722.16 | $85,994.41 | 13.05% |
| PIL PFG Investments LLC PFG Investments LLC | 2,336 | $270,881 | $223,742.08 | -$47,138.92 | -17.4% |
Courtney Holt Compound Planning, Inc. | 6,492 | $797,676.05 | $620,115.84 | -$177,560.21 | -22.26% |