| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Ali Monsefi Aire Advisors LLC | 12,960 | $343,440 | $336,182.4 | -$7,257.6 | -2.11% |
Kimberly Foster Laraway Financial Advisors Inc. | 22,350 | $702,799.5 | $583,111.5 | -$119,688 | -17.03% |
David Lutz LifeGuide Financial Advisors LLC | 2.07M | $57M | $54.07M | -$2.93M | -5.14% |
Ryan Gough Perfromance Wealth Partners LLC | 131,947 | $3.39M | $3.43M | $39,772.68 | 1.17% |
Ana-Maria Ignat Covestor Ltd | 20,812 | $547,505.86 | $540,279.52 | -$7,226.34 | -1.32% |
John Gorlow Cardiff Park Advisors LLC | 216 | $5,637.6 | $5,603.04 | -$34.56 | -0.61% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 391,369 | $10.45M | $10.14M | -$318,382.54 | -3.05% |
Eric Lai Archvest Wealth Advisors Inc. | 73,790 | $1.96M | $1.93M | -$37,604.43 | -1.92% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 8,213 | $258,298.85 | $212,552.44 | -$45,746.41 | -17.71% |
Andrew Burkey Joseph Group Capital Management | 1.05M | $28.56M | $27.08M | -$1.48M | -5.19% |
Bill McVay Red Tortoise LLC | 122,832 | $3.18M | $3.2M | $19,854.29 | 0.62% |
Randy D. Kurtz Upper Left Wealth Management LLC | 170,701 | $4.92M | $4.45M | -$465,984.97 | -9.47% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,940 | $129,790.47 | $128,884.6 | -$905.87 | -0.7% |
| EM Erin Mccann Simplicity Wealth LLC | 88,991 | $2.36M | $2.3M | -$56,619.03 | -2.4% |
Robert Glass AlphaCentric Advisors LLC | 5,157 | $134,994.6 | $134,546.13 | -$448.47 | -0.33% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 87,361 | $2.32M | $2.28M | -$35,818.01 | -1.55% |
Thomas Mason Mason & Associates Inc. | 19,241 | $509,886.5 | $501,997.69 | -$7,888.81 | -1.55% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 90,263 | $2.46M | $2.35M | -$107,006.92 | -4.35% |
| DW Darren Woolson Asset Allocation Strategies LLC | 28,878 | $764,527.02 | $749,095.32 | -$15,431.7 | -2.02% |
Arthur Garcia Atlas Financial Advisors Inc. | 33,598 | $867,836.34 | $876,571.82 | $8,735.48 | 1.01% |