| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 4,278 | $585,036.51 | $555,605.25 | -$29,431.26 | -5.03% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 10,997 | $1.57M | $1.43M | -$144,389.86 | -9.18% |
Stephen Dunnaway Brown Shipley& Co Ltd | 561 | $71,618.36 | $75,101.07 | $3,482.71 | 4.86% |
Missy Straw Nilsine Partners LLC | 21,140 | $2.83M | $2.74M | -$89,279.93 | -3.16% |
Dalila Toledo Ascent Group LLC | 31,578 | $4.67M | $4.06M | -$610,112.73 | -13.07% |
| EM Erin Mccann Simplicity Wealth LLC | 50,546 | $9.1M | $6.78M | -$2.32M | -25.51% |
| YH Yanjuan Huang Vienna Asset Management LLC | 4,726 | $1.02M | $633,614.82 | -$391,259.31 | -38.18% |
Patrick O'Connell Security Financial Services Inc. | 4,113 | $470,279.31 | $533,501.75 | $63,222.44 | 13.44% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 2,756 | $590,684.13 | $368,091.36 | -$222,592.77 | -37.68% |
Michael Byun SageView Advisory Group LLC | 16,533 | $2.92M | $2.13M | -$791,050.25 | -27.07% |
| KB Kimberly Byrne Bill Few Associates Inc. | 43,310 | $3.94M | $5.65M | $1.71M | 43.46% |
Owen Schrum Schrum Private Wealth Management LLC | 3,973 | $752,075.25 | $533,673.22 | -$218,402.03 | -29.04% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,199 | $445,434.57 | $564,639.53 | $119,204.96 | 26.76% |
Kristofer Gray Integrity Financial Corp. /WA | 1,468 | $215,957.48 | $190,252.51 | -$25,704.97 | -11.9% |
David T. Morgan High Net Worth Advisory Group LLC | 2,306 | $283,048.31 | $298,523.23 | $15,474.92 | 5.47% |
Katie Christensen iSAM Funds UKK) Ltd | 1,700 | $249,135 | $220,320 | -$28,815 | -11.57% |
Kristen Williams Athena Investment Management | 2,028 | $167,679.96 | $269,703.72 | $102,023.76 | 60.84% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,407 | $202,359.35 | $309,239.32 | $106,879.97 | 52.82% |
Jaimie Palmer Beacon Capital Management LLC | 4,046 | $714,434.53 | $532,918.89 | -$181,515.64 | -25.41% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,974 | $269,523.12 | $265,404.3 | -$4,118.82 | -1.53% |