| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 88,991 | $2.36M | $2.26M | -$101,114.53 | -4.28% |
Robert Glass AlphaCentric Advisors LLC | 5,157 | $134,994.6 | $131,058.45 | -$3,936.15 | -2.92% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 87,361 | $2.32M | $2.22M | -$96,097.1 | -4.15% |
Thomas Mason Mason & Associates Inc. | 19,241 | $509,886.5 | $489,587.24 | -$20,299.26 | -3.98% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 104,491 | $2.83M | $2.65M | -$172,563.12 | -6.11% |
| DW Darren Woolson Asset Allocation Strategies LLC | 28,878 | $764,527.02 | $734,223.15 | -$30,303.87 | -3.96% |
Arthur Garcia Atlas Financial Advisors Inc. | 33,598 | $867,836.34 | $855,069.1 | -$12,767.24 | -1.47% |
Michael Topley Lansing Street Advisors | 37,588 | $996,082 | $956,122.2 | -$39,959.8 | -4.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,627 | $455,305.41 | $447,549.53 | -$7,755.88 | -1.7% |
Edward Lowndes Angeles Wealth Management LLC | 92 | $2,438 | $2,340.47 | -$97.53 | -4% |
Kevin Zemann WealthPlan Investment Management LLC | 17,101 | $441,718.83 | $434,194.39 | -$7,524.44 | -1.7% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 3.63M | $96.62M | $92.21M | -$4.41M | -4.56% |
John DeMarco Trajan Wealth LLC | 417,385 | $11.01M | $10.62M | -$384,449.77 | -3.49% |
Brad Saenz Coastwise Capital Group LLC | 19,488 | $528,647.69 | $496,067.04 | -$32,580.65 | -6.16% |
Mark Mowrey Signature Resources Capital Management LLC | 69 | $1,838.56 | $1,753.98 | -$84.58 | -4.6% |
David Hunter Horizons Wealth Management | 51,497 | $1.35M | $1.31M | -$37,532.24 | -2.78% |
Rachel Faulk Cape Investment Advisory Inc. | 2,497 | $65,641.37 | $63,398.83 | -$2,242.54 | -3.42% |
Mariana Coli Dunhill Financial LLC | 2 | $54 | $50.78 | -$3.22 | -5.96% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3 | $79 | $76.38 | -$2.62 | -3.32% |
Lukas Lindgren Abound Wealth Management | 145 | $3,841.39 | $3,681.54 | -$159.85 | -4.16% |