| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 22,357 | $257,442.9 | $243,020.59 | -$14,422.31 | -5.6% |
Craig Johnsen Fortitude Advisory Group LLC | 10,912 | $129,630.23 | $118,668 | -$10,962.23 | -8.46% |
Brad Saenz Coastwise Capital Group LLC | 52,267 | $701,823.52 | $569,187.63 | -$132,635.89 | -18.9% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 270,002 | $3.08M | $2.94M | -$148,085.33 | -4.8% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 75,491 | $850,245.22 | $820,964.62 | -$29,280.6 | -3.44% |
Mariana Coli Dunhill Financial LLC | 91 | $990 | $989.17 | -$0.83 | -0.08% |
Loni Adams Daymark Wealth Partners LLC | 10,670 | $125,762.1 | $115,929.55 | -$9,832.55 | -7.82% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 241,109 | $2.72M | $2.62M | -$97,110.56 | -3.57% |
Jeffrey D. Munjack JDM Financial Group LLC | 2,370 | $26,496.6 | $25,750.05 | -$746.55 | -2.82% |
| BP Brett Pohl Kingdom Financial Group LLC | 752 | $8,446.73 | $8,170.48 | -$276.25 | -3.27% |
| SR Scott Register Register Financial Advisors LLC | 7,855 | $87,985.28 | $85,226.75 | -$2,758.53 | -3.14% |
Darren Tapley New England Capital Financial Advisors LLC | 608 | $6,768 | $6,605.92 | -$162.08 | -2.39% |
| MV Moises Valladares Insigneo Advisory Services LLC | 42,001 | $472,091.3 | $456,752.47 | -$15,338.83 | -3.25% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 5,077 | $55,238 | $55,161.6 | -$76.4 | -0.14% |
Jill Batley Gateway Wealth Partners LLC | 26,316 | $292,013.73 | $286,186.5 | -$5,827.23 | -2% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 11,775 | $128,112 | $128,053.12 | -$58.88 | -0.05% |
| PIL PFG Investments LLC PFG Investments LLC | 13,586 | $152,651.2 | $147,747.75 | -$4,903.45 | -3.21% |
| JC Jared Calvert Buck Wealth Strategies LLC | 10,065 | $113,130.86 | $109,456.87 | -$3,673.99 | -3.25% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1 | $11.24 | $10.87 | -$0.37 | -3.29% |
Andrew Nall PMV Capital Advisers, LLC | 16 | $172 | $174 | $2 | 1.16% |