| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bridget Fagerholt MAS Advisors LLC | 32,264 | $478,313.75 | $326,673 | -$151,640.75 | -31.7% |
Sean Reitenbach Prosperity Consulting Group LLC | 20,333 | $259,652.41 | $204,346.65 | -$55,305.76 | -21.3% |
W. Travis McKinney HB Wealth Management LLC | 335,367 | $4.84M | $3.31M | -$1.53M | -31.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 52,651 | $708,025.09 | $519,928.62 | -$188,096.47 | -26.57% |
Lori Fernicola Castle Wealth Management LLC | 37,684 | $524,281.23 | $373,636.86 | -$150,644.37 | -28.73% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,688 | $20,857.17 | $16,947.52 | -$3,909.65 | -18.74% |
Rachel Faulk Cape Investment Advisory Inc. | 500 | $5,435 | $4,942.5 | -$492.5 | -9.06% |
Drew Phillips Fortitude Family Office LLC | 106 | $1,112 | $1,075.37 | -$36.63 | -3.29% |
Brian Dechow SWAN Capital LLC | 225 | $2,489 | $2,259 | -$230 | -9.24% |
Daniel Guy Ethos Financial Group LLC | 54,279 | $779,608.24 | $544,418.37 | -$235,189.87 | -30.17% |
Michael Snyder Beaumont Financial Advisors LLC | 11,573 | $165,821.38 | $117,697.41 | -$48,123.97 | -29.02% |
Cornell P. Abod Beacon Investment Advisors LLC | 191,017 | $2.34M | $1.89M | -$451,633.86 | -19.27% |
Amy Ardeel Icon Wealth Advisors LLC | 75,940 | $1.06M | $751,046.6 | -$309,775.54 | -29.2% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 500 | $5,460.03 | $4,947.5 | -$512.53 | -9.39% |
| MWL Melia Wealth LLC Melia Wealth LLC | 778,167 | $11.4M | $7.82M | -$3.58M | -31.39% |
Kurt Ahrens Mendota Financial Group LLC | 11,460 | $120,216 | $112,651.8 | -$7,564.2 | -6.29% |
| NH Nathaniel Holden Core Wealth Partners LLC | 17,456 | $241,170 | $172,901.68 | -$68,268.32 | -28.31% |
Michael Radoff LGT Financial Advisors LLC | 1,294 | $16,084 | $12,784.72 | -$3,299.28 | -20.51% |
Philip Rc Dudley Dudley Capital Management LLC | 45,970 | $579,129.14 | $455,562.7 | -$123,566.44 | -21.34% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 172,626 | $2.52M | $1.75M | -$771,365.4 | -30.58% |