| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darren Tapley New England Capital Financial Advisors LLC | 608 | $6,768 | $6,067.84 | -$700.16 | -10.35% |
Moises Valladares Insigneo Advisory Services LLC | 42,001 | $472,091.3 | $424,420.1 | -$47,671.2 | -10.1% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 5,077 | $55,238 | $51,303.08 | -$3,934.92 | -7.12% |
Paul B. Ordonio Park Place Capital Corp. | 1,234 | $13,376.56 | $12,469.57 | -$906.99 | -6.78% |
| JC Jared Calvert Buck Wealth Strategies LLC | 8,298 | $93,269.73 | $83,768.31 | -$9,501.42 | -10.19% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1 | $11.24 | $10.07 | -$1.17 | -10.41% |
Megan J. Lottier Rockwood Wealth Management, LLC | 10,535 | $118,414 | $105,139.3 | -$13,274.7 | -11.21% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 19,974 | $233,372.92 | $201,537.66 | -$31,835.26 | -13.64% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,953 | $303,785.18 | $278,970.94 | -$24,814.24 | -8.17% |
Jesse Steele Etesian Wealth Advisors, Inc. | 43,799 | $492,757.96 | $437,114.02 | -$55,643.94 | -11.29% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 16,752 | $199,320.42 | $169,027.68 | -$30,292.74 | -15.2% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 12,232 | $132,595 | $122,075.36 | -$10,519.64 | -7.93% |
| KS Kristi Shields ROGCO, LP | 3,053 | $35,262.21 | $30,652.12 | -$4,610.09 | -13.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 59,206 | $656,938.5 | $597,684.57 | -$59,253.93 | -9.02% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 17,273 | $198,510.31 | $174,198.2 | -$24,312.11 | -12.25% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 917 | $10,692.17 | $9,151.66 | -$1,540.51 | -14.41% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 13,403 | $158,394.01 | $133,761.94 | -$24,632.07 | -15.55% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 27,359 | $317,125.07 | $274,684.36 | -$42,440.71 | -13.38% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 11,725 | $134,217.82 | $118,188 | -$16,029.82 | -11.94% |
Tammy Trenta FF Advisors,LLC | 41,067 | $463,947.23 | $409,848.66 | -$54,098.57 | -11.66% |