| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JB Joel Blattner Avaii Wealth Management LLC | 8,827 | $278,877.42 | $257,681.31 | -$21,196.11 | -7.6% |
Candace Cavalier Congress Wealth Management LLC / DE / | 140,007 | $5.01M | $4.08M | -$935,864.22 | -18.67% |
cullen roche Orcam Financial Group | 25,264 | $858,997.9 | $736,066.64 | -$122,931.26 | -14.31% |
Barry Oliver Capital Performance Advisors LLP | 8,710 | $265,567.9 | $252,154.5 | -$13,413.4 | -5.05% |
| RS Radon Stancil POM Investment Strategies LLC | 62 | $1,959.36 | $1,792.11 | -$167.25 | -8.54% |
Taylor Jobe MKT Advisors LLC | 7,587 | $299,099.29 | $221,426.59 | -$77,672.7 | -25.97% |
Seth Scher Matrix Private Capital Group LLC | 46,175 | $1.4M | $1.35M | -$54,486.5 | -3.89% |
William Liberti Wealth Effects LLC | 10,741 | $333,084.61 | $312,026.05 | -$21,058.56 | -6.32% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 700 | $22,134 | $20,265 | -$1,869 | -8.44% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,239 | $43,296.21 | $35,856.66 | -$7,439.55 | -17.18% |
Nabeed Zaman Eagle Strategies LLC | 8,211 | $250,353.39 | $238,283.22 | -$12,070.17 | -4.82% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 7,850 | $246,199.4 | $228,317.25 | -$17,882.15 | -7.26% |
Amir Ali Monsefi Aire Advisors LLC | 22,182 | $695,646.13 | $646,050.75 | -$49,595.38 | -7.13% |
Jason Whitby Stone Summit Wealth LLC | 9,195 | $281,701.35 | $267,667.37 | -$14,033.98 | -4.98% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 49 | $1,535.02 | $1,419.28 | -$115.74 | -7.54% |
Ryan Gough Perfromance Wealth Partners LLC | 14,537 | $565,821.7 | $423,317.44 | -$142,504.26 | -25.19% |
Clint Dunn Beaird Harris Wealth Management LLC | 745 | $22,893.85 | $21,549.12 | -$1,344.73 | -5.87% |
Lindsey Seagraves Carson Advisory Inc. | 47,950 | $1.53M | $1.39M | -$131,124.08 | -8.59% |
Penny A. Phillips Journey Strategic Wealth LLC | 32,530 | $1.02M | $941,092.9 | -$81,073.03 | -7.93% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 37,046 | $1.2M | $1.08M | -$122,821.86 | -10.21% |