| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Cheifetz Kades & Cheifetz LLC | 14,189 | $373,023.8 | $347,275.77 | -$25,748.03 | -6.9% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,480 | $38,124.8 | $36,178.6 | -$1,946.2 | -5.1% |
Crystal McKeon TSA Wealth Managment LLC | 62,130 | $1.59M | $1.52M | -$70,355.26 | -4.42% |
Jeffrey Hanson Breakwater Capital Group | 22,272 | $551,240.58 | $544,661.76 | -$6,578.82 | -1.19% |
Kyle Kelley Family Capital Management Inc. | 41,166 | $1.06M | $1.01M | -$55,572.49 | -5.23% |
Jesse Haller Compass Financial Group Inc./SD | 160,078 | $4.11M | $3.92M | -$195,481.14 | -4.75% |
Robert Hackenberg Northeast Financial Group Inc. | 38,390 | $979,290.41 | $939,595.25 | -$39,695.16 | -4.05% |
| JC Jared Calvert Buck Wealth Strategies LLC | 1,900 | $49,052 | $46,559.5 | -$2,492.5 | -5.08% |
| AW Ariel Weisbard Values Added Financial LLC | 11,549 | $298,195 | $282,892.75 | -$15,302.25 | -5.13% |
| DT Derek Tinnin Altiora Financial Group, LLC | 20,000 | $526,100 | $489,500 | -$36,600 | -6.96% |
| MRC Martin R. Curiel MYECFO, LLC | 167,230 | $4.22M | $4.09M | -$122,075.05 | -2.9% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,699 | $431,166 | $408,791.52 | -$22,374.48 | -5.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 14,680 | $376,169.69 | $356,870.8 | -$19,298.89 | -5.13% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,823 | $303,544.48 | $289,190.58 | -$14,353.9 | -4.73% |
Benj Foor Frazier Financial Advisors, LLC | 15 | $388 | $366.82 | -$21.18 | -5.46% |
Amir Har-El Savvy Advisors, Inc. | 12,200 | $310,856 | $298,717 | -$12,139 | -3.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 19,570 | $475,775.04 | $478,584.35 | $2,809.31 | 0.59% |
Jon Deven Mouton CAP Partners, LLC | 26,235 | $672,761.92 | $642,626.32 | -$30,135.6 | -4.48% |
Brad Sayre Shared Vision Wealth Group LLC | 118,406 | $3.05M | $2.9M | -$153,217.31 | -5.02% |
Wayne Atkins VCI Wealth Management LLC | 8,971 | $232,560.25 | $219,744.64 | -$12,815.61 | -5.51% |