| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 49,512 | $513,680.72 | $482,494.44 | -$31,186.28 | -6.07% |
Mark Mowrey Signature Resources Capital Management LLC | 450 | $4,910 | $4,380.75 | -$529.25 | -10.78% |
Alex Nunnamaker Schechter Investment Advisors LLC | 10,661 | $107,066.91 | $103,891.44 | -$3,175.47 | -2.97% |
Brian Matter Creative Capital Management Investments LLC | 4,163 | $39,215.46 | $40,526.8 | $1,311.34 | 3.34% |
| YG Youse Guia DoubleLine ETF Adviser LP | 24,583 | $277,219.1 | $239,192.59 | -$38,026.51 | -13.72% |
Scott Register Register Financial Advisors LLC | 14,977 | $133,884.54 | $145,801.09 | $11,916.55 | 8.9% |
| MWL Melia Wealth LLC Melia Wealth LLC | 254,370 | $2.82M | $2.48M | -$347,040.45 | -12.3% |
Eric J. Kemnitz Polymer Capital Management USS) LLC | 18,069 | $197,087.75 | $175,721.02 | -$21,366.73 | -10.84% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 539 | $5,062 | $5,363.05 | $301.05 | 5.95% |
Courtney Holt Compound Planning, Inc. | 11,849 | $129,950.34 | $117,068.12 | -$12,882.22 | -9.91% |
Chad Tobin Slagle Financial, LLC | 10,341 | $112,641.76 | $102,169.08 | -$10,472.68 | -9.3% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 552,791 | $5.24M | $5.5M | $262,537.26 | 5.01% |
Norden Group LLC NORDEN GROUP LLC | 22,047 | $250,124.89 | $221,903.05 | -$28,221.84 | -11.28% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,776 | $130,466.75 | $116,346.88 | -$14,119.87 | -10.82% |
Mathieu Cornu Pictet Asset Management Holding SA | 87,004 | $895,221.21 | $859,599.52 | -$35,621.69 | -3.98% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 670 | $7,156 | $6,619.6 | -$536.4 | -7.5% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 91,095 | $979,566.41 | $900,018.6 | -$79,547.81 | -8.12% |
NICOLE MARTIN Arlington Trust Co LLC | 75 | $711 | $741 | $30 | 4.22% |
Kevin Bresler TD Waterhouse Canada Inc. | 55,750 | $521,501.17 | $550,810 | $29,308.83 | 5.62% |
Courtney Haddad Concurrent Investment Advisors, LLC | 149,482 | $1.65M | $1.48M | -$176,038.14 | -10.65% |