| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jennifer Grunberg Allspring Global Investments Holdings LLC | 161 | $4,124.82 | $4,044.32 | -$80.5 | -1.95% |
Andrew Endelman Independent Wealth Network Inc. | 114,092 | $2.93M | $2.86M | -$63,689.74 | -2.17% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 11,172 | $273,936.66 | $281,087.52 | $7,150.86 | 2.61% |
Bradley W. Clark Paladin Advisory Group LLC | 7,080 | $181,179.79 | $177,778.8 | -$3,400.99 | -1.88% |
Paul N. Clark Mi LLCapital Management LLC | 81,113 | $2.08M | $2.04M | -$47,091 | -2.26% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,848 | $199,731.6 | $197,141.76 | -$2,589.84 | -1.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18,446 | $466,878.09 | $463,179.06 | -$3,699.03 | -0.79% |
Brandon Collier Collier Financial | 1,286 | $32,162.16 | $32,291.46 | $129.3 | 0.4% |
Candace Cavalier Congress Wealth Management LLC / DE / | 35,877 | $899,956.23 | $900,871.47 | $915.24 | 0.1% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 243,858 | $6.31M | $6.12M | -$191,471.63 | -3.03% |
Andrew Miller OLIO Financial Planning | 8,777 | $224,294.78 | $220,390.47 | -$3,904.31 | -1.74% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 813 | $20,316.87 | $20,414.43 | $97.56 | 0.48% |
Kimberly Foster Laraway Financial Advisors Inc. | 60,718 | $1.8M | $1.52M | -$273,838.18 | -15.23% |
David Mailloux WealthCare Investment Partners LLC | 9,479 | $239,948.2 | $238,491.64 | -$1,456.56 | -0.61% |
Jennifer Carlson Gould Capital LLC | 1,046 | $26,976.7 | $26,317.36 | -$659.34 | -2.44% |
David B. Short Investments & Financial Planning LLC | 16,988 | $471,014.06 | $426,738.56 | -$44,275.5 | -9.4% |
Jeremy Baltz Raleigh Capital Management Inc. | 39,810 | $1.02M | $999,629.1 | -$20,303.1 | -1.99% |
Dalila Toledo Ascent Group LLC | 20,617 | $529,788.6 | $517,692.87 | -$12,095.73 | -2.28% |
| EM Erin Mccann Simplicity Wealth LLC | 546,014 | $13.98M | $13.7M | -$279,869.94 | -2% |
Patrick O'Connell Security Financial Services Inc. | 71,345 | $1.82M | $1.79M | -$31,409.36 | -1.72% |