| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Carlson Gould Capital LLC | 11,669 | $250,518.35 | $215,759.81 | -$34,758.54 | -13.87% |
Ana-Maria Ignat Covestor Ltd | 8,013 | $160,653.59 | $147,679.59 | -$12,974 | -8.08% |
| CB Catherine Bluvol Next Level Private LLC | 11,902 | $242,920.83 | $219,710.92 | -$23,209.91 | -9.55% |
James Langer Redmont Wealth Advisors LLC | 1,804 | $36,639.24 | $33,094.38 | -$3,544.86 | -9.68% |
Samantha Pierangeli City State Bank | 12 | $240.84 | $219.24 | -$21.6 | -8.97% |
W. Travis McKinney HB Wealth Management LLC | 22,647 | $497,161.88 | $417,384.21 | -$79,777.67 | -16.05% |
| MC mike Chen Byrne Asset Management LLC | 605 | $11,380.05 | $11,065.51 | -$314.54 | -2.76% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,351 | $65,611.21 | $61,189.26 | -$4,421.95 | -6.74% |
William Jollie Quent Capital LLC | 243 | $5,033.58 | $4,478.49 | -$555.09 | -11.03% |
Timothy R. Guthrie Bullseye Investment Management LLC | 991 | $22,158.76 | $18,189.8 | -$3,968.96 | -17.91% |
Marc H. Stone Tyler-Stone Wealth Management | 33,620 | $636,236.7 | $615,246 | -$20,990.7 | -3.3% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 196,642 | $3.52M | $3.64M | $115,857.03 | 3.29% |
Dalila Toledo Ascent Group LLC | 12,808 | $264,957.51 | $234,002.16 | -$30,955.35 | -11.68% |
| EM Erin Mccann Simplicity Wealth LLC | 124,321 | $2.64M | $2.31M | -$332,402.44 | -12.58% |
Ed West Values First Advisors Inc. | 2,928 | $63,685.33 | $54,109.44 | -$9,575.89 | -15.04% |
Nicole Goff Retirement Solution LLC | 15,790 | $320,408.05 | $293,851.9 | -$26,556.15 | -8.29% |
Thomas Mason Mason & Associates Inc. | 65,204 | $1.46M | $1.2M | -$254,621.62 | -17.46% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 28 | $568.68 | $511.28 | -$57.4 | -10.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 47,049 | $926,174.73 | $867,113.07 | -$59,061.66 | -6.38% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 12,334 | $242,495.44 | $229,227.39 | -$13,268.05 | -5.47% |