| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 16,076 | $174,437.8 | $147,015.02 | -$27,422.78 | -15.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,390 | $26,408.16 | $21,988 | -$4,420.16 | -16.74% |
Dominic Corabi Wedmont Private Capital | 30,373 | $281,263.97 | $279,431.6 | -$1,832.37 | -0.65% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 17,560 | $186,859.96 | $160,761.8 | -$26,098.16 | -13.97% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 33,108 | $361,131.48 | $304,096.98 | -$57,034.5 | -15.79% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 2,000 | $21,820 | $18,350 | -$3,470 | -15.9% |
Caroline Jankowski Operose Advisors LLC | 6,000 | $65,400 | $55,050 | -$10,350 | -15.83% |
Ana-Maria Ignat Covestor Ltd | 18,929 | $210,270.56 | $174,146.8 | -$36,123.76 | -17.18% |
W. Travis McKinney HB Wealth Management LLC | 33,059 | $343,977.87 | $323,317.02 | -$20,660.85 | -6.01% |
William Jollie Quent Capital LLC | 2,594 | $29,545.66 | $23,825.89 | -$5,719.77 | -19.36% |
Michael Byun SageView Advisory Group LLC | 1,690 | $18,422 | $15,548 | -$2,874 | -15.6% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,252 | $292,372.28 | $269,118.4 | -$23,253.88 | -7.95% |
Eric Dahm Range Financial Group LLC | 177,547 | $1.85M | $1.64M | -$211,541.09 | -11.45% |
Stephen Kenney Gray Private Wealth LLC | 10,875 | $102,116 | $99,180 | -$2,936 | -2.88% |
Jeffrey Gilbert Balboa Wealth Partners | 18,523 | $209,515.06 | $170,411.6 | -$39,103.46 | -18.66% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 52,083 | $534,686.76 | $482,809.41 | -$51,877.35 | -9.7% |
Mark Mowrey Signature Resources Capital Management LLC | 450 | $4,910 | $4,171.5 | -$738.5 | -15.04% |
Mariana Coli Dunhill Financial LLC | 11 | $116.42 | $101.97 | -$14.45 | -12.41% |
Alex Nunnamaker Schechter Investment Advisors LLC | 10,661 | $107,066.91 | $98,827.47 | -$8,239.44 | -7.7% |
| YG Youse Guia DoubleLine ETF Adviser LP | 28,704 | $323,992.49 | $264,220.32 | -$59,772.17 | -18.45% |