| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| STY Samer T. Yaghnam Unisphere Establishment | 48,250 | $7.07M | $6.41M | -$663,920.5 | -9.39% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 3,701 | $400,168.08 | $497,858.52 | $97,690.44 | 24.41% |
Angela Pompian Sunpointe, LLC | 11,001 | $1.48M | $1.43M | -$55,608.56 | -3.75% |
Todd A. Rustman Clarity Capital Partners LLC | 1,163 | $179,421.56 | $155,888.52 | -$23,533.04 | -13.12% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 9,463 | $1.52M | $1.26M | -$261,693.4 | -17.21% |
Kyle Jones Pineridge Advisors LLC | 1,590 | $169,703.62 | $204,640.95 | $34,937.33 | 20.59% |
Jay S. Arce Taylor Financial Group, Inc. | 19,445 | $2.07M | $2.61M | $542,123.92 | 26.17% |
Sean Rooney Prospect Financial Services LLC | 16,847 | $2.73M | $2.27M | -$465,824.97 | -17.06% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 2,125 | $362,100.22 | $277,163.75 | -$84,936.47 | -23.46% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,702 | $1.18M | $860,201.7 | -$320,283.51 | -27.13% |
Ashley Meredith Abel Hall, LLC | 2,364 | $460,964.05 | $315,877.68 | -$145,086.37 | -31.47% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 100 | $14,711 | $12,960 | -$1,751 | -11.9% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 1,861 | $234,849.5 | $250,304.5 | $15,455 | 6.58% |
Cornelius T. McDonald III Wealth Group, Ltd. | 23,943 | $3.56M | $3.21M | -$350,408.32 | -9.84% |
Erik Roemer GERBER, LLC | 3,139 | $331,583.44 | $422,195.5 | $90,612.06 | 27.33% |
Nitin Kumbhani Accent Capital Management, LLC | 400 | $58,844 | $51,839.92 | -$7,004.08 | -11.9% |
Philip Smith SWP FINANCIAL LLC | 1,690 | $180,356.32 | $226,079.75 | $45,723.43 | 25.35% |
Jeffrey Kikoler GOLDEN ROAD ADVISORS LLC | 1,860 | $250,279.33 | $248,468.1 | -$1,811.23 | -0.72% |
Nicholas Jeffries M3 Advisory Group, LLC | 2,340 | $321,371.74 | $307,382.4 | -$13,989.34 | -4.35% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 11,868 | $1.31M | $1.54M | $235,173.91 | 17.99% |