| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MRC Martin R. Curiel MYECFO, LLC | 1,473 | $239,074 | $217,473.72 | -$21,600.28 | -9.03% |
Andrew Wiener Samjo Management, LLC | 7,710 | $1.3M | $1.14M | -$160,131.03 | -12.35% |
Kure Advisory LLC Kure Advisory, LLC | 1,604 | $229,882.93 | $236,814.56 | $6,931.63 | 3.02% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,195 | $333,089.87 | $323,828.35 | -$9,261.52 | -2.78% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 31,786 | $5.26M | $4.69M | -$569,292.35 | -10.82% |
Bradley H. Owens LJI Wealth Management, LLC | 2,754 | $427,815.21 | $412,659.36 | -$15,155.85 | -3.54% |
Carrie Miller Trellis Wealth Advisors LLC | 2,329 | $348,855.31 | $343,853.56 | -$5,001.75 | -1.43% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 2,342 | $364,438.54 | $350,597.4 | -$13,841.14 | -3.8% |
Annmarie Young KPP Advisory Services LLC | 31,460 | $4.64M | $4.73M | $83,465.93 | 1.8% |
| MWS MFA Wealth Services MFA Wealth Services | 4,112 | $685,636.02 | $607,095.68 | -$78,540.34 | -11.46% |
Tony Macafee UniSuper Management Pty Ltd | 563,597 | $87.43M | $83.21M | -$4.22M | -4.82% |
Thomas Healy PFW Advisors LLC | 13,574 | $1.73M | $2M | $274,234.6 | 15.85% |
Alisha Arvold Christopher J. Hasenberg, Inc | 739 | $121,766.27 | $109,105.96 | -$12,660.31 | -10.4% |
Thomas Dobbins New Republic Capital, LLC | 7,584 | $1.13M | $1.12M | -$14,034.09 | -1.24% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 10,844 | $1.6M | $1.62M | $23,962.97 | 1.5% |
Invesco LLC INVESCO, LLC | 15,033 | $2.27M | $2.24M | -$32,971.28 | -1.45% |
Elizabeth Fleming Armstrong, Fleming & Moore, Inc | 13,515 | $2.13M | $2M | -$124,847.96 | -5.87% |
John Hayes LongView Wealth Management | 6,274 | $944,391.64 | $935,641.62 | -$8,750.02 | -0.93% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 1,567 | $267,032 | $231,351.88 | -$35,680.12 | -13.36% |
Andrew Halac Talon Private Wealth, LLC | 1,665 | $275,278.55 | $249,824.92 | -$25,453.63 | -9.25% |