| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Elam Oak Harbor Wealth Partners LLC | 6,908 | $1.01M | $960,902.87 | -$50,937 | -5.03% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,890 | $949,515.75 | $961,568.4 | $12,052.65 | 1.27% |
William Jollie Quent Capital LLC | 4,162 | $695,684.29 | $578,601.26 | -$117,083.03 | -16.83% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,686 | $864,294.24 | $800,531.88 | -$63,762.36 | -7.38% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 24,345 | $4.02M | $3.35M | -$669,580.37 | -16.65% |
Marc H. Stone Tyler-Stone Wealth Management | 5,807 | $986,176.48 | $810,424.92 | -$175,751.56 | -17.82% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,886 | $315,447.19 | $263,210.16 | -$52,237.03 | -16.56% |
Jonathan Straus Commons Capital LLC | 3,539 | $573,016.97 | $493,902.84 | -$79,114.13 | -13.81% |
Stephen Dunnaway Brown Shipley& Co Ltd | 1,006 | $168,437.71 | $140,397.36 | -$28,040.35 | -16.65% |
Missy Straw Nilsine Partners LLC | 13,559 | $2.3M | $1.89M | -$412,698.78 | -17.9% |
Dalila Toledo Ascent Group LLC | 44,459 | $7.1M | $6.2M | -$900,249.78 | -12.67% |
| EM Erin Mccann Simplicity Wealth LLC | 22,816 | $3.12M | $3.17M | $53,833.96 | 1.73% |
Patrick O'Connell Security Financial Services Inc. | 3,654 | $582,043.42 | $509,952.24 | -$72,091.18 | -12.39% |
Joseph J. Costigan apricus wealth LLC | 5,084 | $826,829.29 | $709,523.04 | -$117,306.25 | -14.19% |
Michael Byun SageView Advisory Group LLC | 14,511 | $2.06M | $2M | -$57,646.46 | -2.8% |
| KB Kimberly Byrne Bill Few Associates Inc. | 29,374 | $4.98M | $4.1M | -$884,407.94 | -17.75% |
Owen Schrum Schrum Private Wealth Management LLC | 8,243 | $1.39M | $1.14M | -$258,032.62 | -18.52% |
Nichole Raftopoulos Nvest Financial LLC | 1,958 | $296,042.56 | $273,258.48 | -$22,784.08 | -7.7% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 10,804 | $1.79M | $1.51M | -$286,030.14 | -15.95% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 3,608 | $650,389.08 | $501,872.84 | -$148,516.24 | -22.83% |