| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 116,028 | $3.65M | $3.38M | -$267,068.85 | -7.31% |
Jeffrey Gilbert Balboa Wealth Partners | 8,583 | $265,665.49 | $248,134.53 | -$17,530.96 | -6.6% |
Sean Murray Quantum Financial Advisors LLC | 9,774 | $300,741.98 | $284,179.05 | -$16,562.93 | -5.51% |
Edward Lowndes Angeles Wealth Management LLC | 284,867 | $9.58M | $8.24M | -$1.34M | -13.95% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 79,768 | $2.47M | $2.32M | -$147,847.06 | -5.98% |
Brad Saenz Coastwise Capital Group LLC | 16,500 | $505,491.73 | $480,810 | -$24,681.73 | -4.88% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 25,437 | $801,190.63 | $739,835.14 | -$61,355.49 | -7.66% |
| JB Jodi Burnett Invictus Private Wealth LLC | 140,447 | $4.32M | $4.09M | -$229,195.73 | -5.3% |
Amna Ali Khan GDS Wealth Management | 1.19M | $36.76M | $34.53M | -$2.23M | -6.07% |
Mariana Coli Dunhill Financial LLC | 12 | $366.58 | $350.04 | -$16.54 | -4.51% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,376 | $73,047.56 | $68,725.8 | -$4,321.76 | -5.92% |
Drew Phillips Fortitude Family Office LLC | 17,457 | $542,434.76 | $509,220.69 | -$33,214.07 | -6.12% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 16,825 | $522,032.18 | $485,961.52 | -$36,070.66 | -6.91% |
Brian Dechow SWAN Capital LLC | 575,662 | $18.13M | $16.66M | -$1.48M | -8.15% |
Bert D. Barre Colonial Trust Co. / SC | 5,654 | $179,030.61 | $164,757.56 | -$14,273.05 | -7.97% |
Daniel Guy Ethos Financial Group LLC | 32,357 | $1.01M | $934,340.73 | -$76,890.65 | -7.6% |
Victoria Latham Fiduciary Alliance LLC | 14,462 | $451,831.54 | $417,734.87 | -$34,096.67 | -7.55% |
Loni Adams Daymark Wealth Partners LLC | 44,612 | $1.36M | $1.29M | -$69,817.9 | -5.13% |
Stephen Cheifetz Kades & Cheifetz LLC | 143,991 | $4.41M | $4.2M | -$218,140.86 | -4.94% |
Christopher Casanega Sharper & Granite LLC | 89,765 | $2.77M | $2.62M | -$156,250.08 | -5.63% |