| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 5,281 | $280,949.2 | $198,882.46 | -$82,066.74 | -29.21% |
Shad Lamm Keystone Wealth Services LLC | 15,558 | $1.5M | $560,399.16 | -$944,323.38 | -62.76% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,557 | $242,432.4 | $163,095.03 | -$79,337.37 | -32.73% |
Candace Cavalier Congress Wealth Management LLC / DE / | 43,940 | $3.04M | $1.66M | -$1.38M | -45.34% |
Thomas Mason Mason & Associates Inc. | 24,640 | $1.8M | $922,521.6 | -$878,589.6 | -48.78% |
Lukas Lindgren Abound Wealth Management | 3,645 | $235,103 | $134,937.9 | -$100,165.1 | -42.6% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 14,959 | $1.16M | $560,064.96 | -$597,761.84 | -51.63% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,337 | $387,455.62 | $202,859.37 | -$184,596.25 | -47.64% |
Curtis Harrell Tounjian Advisory Partners LLC | 6,273 | $284,104 | $225,891.36 | -$58,212.64 | -20.49% |
Smart Wealth LLC Smart Wealth LLC | 4,937 | $447,631.25 | $178,126.96 | -$269,504.29 | -60.21% |
REAP Financial Group LLC REAP Financial Group LLC | 970 | $74,932.51 | $34,662.95 | -$40,269.56 | -53.74% |
| RM Rich Mowrer Brookwood Investment Group LLC | 35,995 | $2.23M | $1.29M | -$940,584.05 | -42.2% |