| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 487 | $20,765.68 | $20,127.71 | -$637.97 | -3.07% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,733 | $309,246.69 | $274,706.4 | -$34,540.29 | -11.17% |
W. Travis McKinney HB Wealth Management LLC | 28,943 | $1.29M | $1.19M | -$95,046.02 | -7.39% |
William Jollie Quent Capital LLC | 1,169 | $49,764.33 | $48,104.35 | -$1,659.98 | -3.34% |
Ed West Values First Advisors Inc. | 1,099 | $46,055.79 | $44,509.5 | -$1,546.29 | -3.36% |
Taro Kuriyama Axq Capita LLP | 38,361 | $1.71M | $1.59M | -$118,776.29 | -6.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,752 | $333,911.85 | $318,994.8 | -$14,917.05 | -4.47% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 38,233 | $1.73M | $1.59M | -$146,521.79 | -8.45% |
Rodrigo Diaz Plan Group Financial LLC | 5,323 | $226,627.86 | $215,581.5 | -$11,046.36 | -4.87% |
David Hunter Horizons Wealth Management | 975 | $41,925 | $39,780 | -$2,145 | -5.12% |
Anita Woodhouse V-Square Quantitative Management LLC | 779 | $30,872 | $32,429.77 | $1,557.77 | 5.05% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 83,579 | $3.55M | $3.48M | -$76,715.35 | -2.16% |
Rachel Faulk Cape Investment Advisory Inc. | 100 | $4,653 | $4,115 | -$538 | -11.56% |
Mariana Coli Dunhill Financial LLC | 39 | $1,626.69 | $1,604.85 | -$21.84 | -1.34% |
Drew Phillips Fortitude Family Office LLC | 84 | $3,908.67 | $3,456.6 | -$452.07 | -11.57% |
Brian Dechow SWAN Capital LLC | 36 | $1,544 | $1,468.8 | -$75.2 | -4.87% |
Victoria Latham Fiduciary Alliance LLC | 5,118 | $219,437.95 | $208,814.4 | -$10,623.55 | -4.84% |
Loni Adams Daymark Wealth Partners LLC | 6,883 | $320,252 | $286,401.63 | -$33,850.37 | -10.57% |
| YG Youse Guia DoubleLine ETF Adviser LP | 8,388 | $397,312.04 | $339,714 | -$57,598.04 | -14.5% |
Sheryl Stephens Stephens Consulting LLC | 240 | $11,537 | $9,792 | -$1,745 | -15.13% |