| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Radon Stancil POM Investment Strategies LLC | 279 | $4,774 | $4,561.65 | -$212.35 | -4.45% |
Bridget Fagerholt MAS Advisors LLC | 60,456 | $1.15M | $988,455.6 | -$159,475.87 | -13.89% |
Katherine Andersen Western Pacific Wealth Management LP | 2,000 | $39,600 | $32,700 | -$6,900 | -17.42% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,700 | $31,048 | $27,795 | -$3,253 | -10.48% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 53,300 | $952,469.36 | $873,054 | -$79,415.36 | -8.34% |
Cole Bruner Buska Wealth Management LLC | 35,447 | $702,535.23 | $579,735.68 | -$122,799.55 | -17.48% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,000 | $171,100 | $163,950 | -$7,150 | -4.18% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 44,409 | $857,534.79 | $728,085.55 | -$129,449.24 | -15.1% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 38,936 | $746,396.66 | $638,355.72 | -$108,040.94 | -14.48% |
Michael Byun SageView Advisory Group LLC | 4,168 | $73,816 | $68,417.72 | -$5,398.28 | -7.31% |
| SW Scott Williams Investmark Advisory Group LLC | 14,054 | $278,013.65 | $230,973.27 | -$47,040.38 | -16.92% |
| TG Timothy Gerlach Novem Group | 25,487 | $471,852.95 | $418,369.1 | -$53,483.85 | -11.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 78,400 | $1.44M | $1.29M | -$148,960 | -10.36% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,168 | $23,384.15 | $19,201.92 | -$4,182.23 | -17.88% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 619,822 | $11.34M | $10.19M | -$1.15M | -10.16% |
Brian Dechow SWAN Capital LLC | 222 | $3,798 | $3,649.68 | -$148.32 | -3.91% |
| VL Victoria Latham Fiduciary Alliance LLC | 46,984 | $908,077.65 | $772,416.96 | -$135,660.69 | -14.94% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 15,916 | $294,122.45 | $261,499.88 | -$32,622.57 | -11.09% |
Kelly Christopher Significant Wealth Partners LLC | 61,593 | $1.05M | $1M | -$48,505.96 | -4.6% |
| MV Moises Valladares Insigneo Advisory Services LLC | 37,030 | $688,413.94 | $608,032.6 | -$80,381.34 | -11.68% |