| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 6,890 | $949,515.75 | $902,865.6 | -$46,650.15 | -4.91% |
William Jollie Quent Capital LLC | 4,162 | $695,684.29 | $534,317.56 | -$161,366.73 | -23.2% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,686 | $864,294.24 | $745,320.88 | -$118,973.36 | -13.77% |
Timothy R. Guthrie Bullseye Investment Management LLC | 843 | $120,987.36 | $110,508.87 | -$10,478.49 | -8.66% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 24,141 | $3.99M | $3.1M | -$887,958.8 | -22.27% |
Marc H. Stone Tyler-Stone Wealth Management | 5,398 | $915,129.09 | $706,652.18 | -$208,476.91 | -22.78% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,886 | $315,447.19 | $247,358.33 | -$68,088.86 | -21.58% |
Jonathan Straus Commons Capital LLC | 3,539 | $573,016.97 | $458,866.74 | -$114,150.23 | -19.92% |
Stephen Dunnaway Brown Shipley& Co Ltd | 1,006 | $168,437.71 | $130,800.12 | -$37,637.59 | -22.35% |
Missy Straw Nilsine Partners LLC | 13,559 | $2.3M | $1.78M | -$528,357.05 | -22.92% |
Dalila Toledo Ascent Group LLC | 41,317 | $6.59M | $5.42M | -$1.17M | -17.74% |
| EM Erin Mccann Simplicity Wealth LLC | 22,816 | $3.12M | $2.97M | -$148,087.87 | -4.75% |
Patrick O'Connell Security Financial Services Inc. | 3,654 | $582,043.42 | $479,258.64 | -$102,784.78 | -17.66% |
Joseph J. Costigan apricus wealth LLC | 5,084 | $826,829.29 | $660,869.16 | -$165,960.13 | -20.07% |
Michael Byun SageView Advisory Group LLC | 14,511 | $2.06M | $1.9M | -$157,482.14 | -7.66% |
| KB Kimberly Byrne Bill Few Associates Inc. | 29,798 | $5.04M | $3.85M | -$1.19M | -23.58% |
Owen Schrum Schrum Private Wealth Management LLC | 8,243 | $1.39M | $1.06M | -$334,362.8 | -24% |
Nichole Raftopoulos Nvest Financial LLC | 1,958 | $296,042.56 | $254,226.72 | -$41,815.84 | -14.12% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 10,941 | $1.81M | $1.4M | -$406,591.44 | -22.45% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 3,608 | $650,389.08 | $472,178.96 | -$178,210.12 | -27.4% |