| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 5,281 | $280,949.2 | $247,705.3 | -$33,243.9 | -11.83% |
Shad Lamm Keystone Wealth Services LLC | 15,558 | $1.5M | $700,110 | -$804,612.54 | -53.47% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,557 | $242,432.4 | $205,065 | -$37,367.4 | -15.41% |
Candace Cavalier Congress Wealth Management LLC / DE / | 43,940 | $3.04M | $1.98M | -$1.06M | -34.93% |
Thomas Mason Mason & Associates Inc. | 24,640 | $1.8M | $1.11M | -$692,311.2 | -38.44% |
Lukas Lindgren Abound Wealth Management | 3,645 | $235,103 | $164,025 | -$71,078 | -30.23% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 14,959 | $1.16M | $673,155 | -$484,671.8 | -41.86% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 4,869 | $314,050.5 | $219,105 | -$94,945.5 | -30.23% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,337 | $387,455.62 | $240,165 | -$147,290.62 | -38.01% |
Curtis Harrell Tounjian Advisory Partners LLC | 6,273 | $284,104 | $294,235.06 | $10,131.06 | 3.57% |
Smart Wealth LLC Smart Wealth LLC | 4,937 | $447,631.25 | $234,186.59 | -$213,444.66 | -47.68% |
REAP Financial Group LLC REAP Financial Group LLC | 970 | $74,932.51 | $43,650 | -$31,282.51 | -41.75% |
| RM Rich Mowrer Brookwood Investment Group LLC | 35,995 | $2.23M | $1.62M | -$609,034.1 | -27.33% |