| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 103,964 | $8.58M | $8.45M | -$133,268.51 | -1.55% |
Keith Dubauskas One Plus One Wealth Management LLC | 15,043 | $1.24M | $1.22M | -$12,260.05 | -0.99% |
Michael Puryear Westwood Wealth Management | 82,750 | $6.81M | $6.73M | -$79,198 | -1.16% |
Kyle P. Smith NewEdge Wealth LLC | 11,624 | $964,318.78 | $945,089.32 | -$19,229.46 | -1.99% |
Mack, Connie Clarity Financial LLC | 266,695 | $21.96M | $21.68M | -$276,185.83 | -1.26% |
Carrie Delgott Wescott Financial Advisory Group LLC | 47,624 | $3.96M | $3.88M | -$82,261.72 | -2.08% |
John Mezzasalma Mezzasalma Advisors LLC | 9,101 | $752,076.52 | $740,411.85 | -$11,664.67 | -1.55% |
Dipen Mehta Invst LLC | 7,761 | $643,076.46 | $630,969.3 | -$12,107.16 | -1.88% |
Daniel Cesta Pinnacle Wealth Management Group Inc. | 6,016 | $488,815.88 | $488,318.72 | -$497.16 | -0.1% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 58,794 | $4.87M | $4.78M | -$89,880.12 | -1.85% |
| YL Yosef Levy Y.D. More Investments Ltd. | 200 | $16,407.99 | $16,263.64 | -$144.35 | -0.88% |
| TCL Therese C.D. Linden Bank of New Hampshire | 428 | $34,893.36 | $34,802.82 | -$90.54 | -0.26% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 10,040 | $831,224.92 | $816,252 | -$14,972.92 | -1.8% |
Richard Slavik Newbridge Financial Services Group Inc. | 200 | $16,422 | $16,234 | -$188 | -1.14% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 43,026 | $3.65M | $3.5M | -$153,736.97 | -4.21% |
Kimberly Cappellano Private Wealth Asset Management LLC | 2,050 | $169,976.44 | $166,613.75 | -$3,362.69 | -1.98% |
Eddie Wilcox Rollins Financial Advisors LLC | 3,067 | $253,981.58 | $249,500.45 | -$4,481.13 | -1.76% |
Christina Forster Pazienza Guardian Partners Inc. | 13,634 | $1.13M | $1.11M | -$17,176.85 | -1.53% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 51,477 | $4.24M | $4.19M | -$53,521.66 | -1.26% |
| WB William Bromley Innova Wealth Partners | 192,708 | $15.91M | $15.68M | -$236,730.64 | -1.49% |