| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 5,281 | $280,949.2 | $238,727.6 | -$42,221.6 | -15.03% |
| SL Shad Lamm Keystone Wealth Services LLC | 15,558 | $1.5M | $719,557.5 | -$785,165.04 | -52.18% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,557 | $242,432.4 | $208,004.26 | -$34,428.14 | -14.2% |
Candace Cavalier Congress Wealth Management LLC / DE / | 43,940 | $3.04M | $2.06M | -$974,023.42 | -32.05% |
| TM Thomas Mason Mason & Associates Inc. | 25,340 | $1.87M | $1.18M | -$689,558.1 | -36.88% |
Lukas Lindgren Abound Wealth Management | 3,645 | $235,103 | $171,278.55 | -$63,824.45 | -27.15% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 15,096 | $1.17M | $683,395.92 | -$485,034.68 | -41.51% |
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,869 | $314,050.5 | $220,419.63 | -$93,630.87 | -29.81% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,337 | $387,455.62 | $242,032.95 | -$145,422.67 | -37.53% |
Smart Wealth LLC Smart Wealth LLC | 4,937 | $447,631.25 | $224,337.28 | -$223,293.97 | -49.88% |
REAP Financial Group LLC REAP Financial Group LLC | 970 | $74,932.51 | $44,105.9 | -$30,826.61 | -41.14% |
| RM Rich Mowrer Brookwood Investment Group LLC | 37,871 | $2.35M | $1.72M | -$627,816.41 | -26.72% |