| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Elam Oak Harbor Wealth Partners LLC | 33,518 | $1.05M | $1.03M | -$21,004.53 | -2% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 27,839 | $874,954.72 | $858,554.76 | -$16,399.96 | -1.87% |
Marc H. Stone Tyler-Stone Wealth Management | 13,402 | $468,157.89 | $408,358.94 | -$59,798.95 | -12.77% |
| EM Erin Mccann Simplicity Wealth LLC | 19,654 | $612,984.97 | $603,967.42 | -$9,017.55 | -1.47% |
Robert Glass AlphaCentric Advisors LLC | 12,750 | $389,357.07 | $388,492.5 | -$864.57 | -0.22% |
Michael Byun SageView Advisory Group LLC | 27,345 | $904,028.34 | $837,850.8 | -$66,177.54 | -7.32% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 19,944 | $775,201.92 | $607,693.68 | -$167,508.24 | -21.61% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 64 | $1,940.48 | $1,950.08 | $9.6 | 0.49% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 111,820 | $3.58M | $3.41M | -$168,644.21 | -4.72% |
| CMD Chris M. Denholm Objective Capital Management LLC | 8,194 | $258,946.08 | $249,671.18 | -$9,274.9 | -3.58% |
Scott Williams Investmark Advisory Group LLC | 6,689 | $203,947.61 | $204,950.96 | $1,003.35 | 0.49% |
Amanda Hawley Atria Wealth Solutions Inc. | 116,028 | $3.65M | $3.54M | -$116,232.45 | -3.18% |
Jeffrey Gilbert Balboa Wealth Partners | 8,583 | $265,665.49 | $262,983.12 | -$2,682.37 | -1.01% |
Sean Murray Quantum Financial Advisors LLC | 9,774 | $300,741.98 | $297,813.78 | -$2,928.2 | -0.97% |
Edward Lowndes Angeles Wealth Management LLC | 284,867 | $9.58M | $8.68M | -$898,461.2 | -9.38% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 73,685 | $2.29M | $2.25M | -$41,788.22 | -1.83% |
Brad Saenz Coastwise Capital Group LLC | 16,500 | $505,491.73 | $502,755 | -$2,736.73 | -0.54% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 25,437 | $801,190.63 | $775,065.39 | -$26,125.24 | -3.26% |
| JB Jodi Burnett Invictus Private Wealth LLC | 140,447 | $4.32M | $4.28M | -$41,698.98 | -0.97% |
Amna Ali Khan GDS Wealth Management | 1.19M | $36.76M | $36.49M | -$275,359.73 | -0.75% |