| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MO Michael O'Connor Capasso Planning Partners LLC | 410,309 | $12.12M | $11.57M | -$554,143.01 | -4.57% |
Dalila Toledo Ascent Group LLC | 31,561 | $903,907.66 | $890,020.2 | -$13,887.46 | -1.54% |
| EM Erin Mccann Simplicity Wealth LLC | 48,276 | $1.39M | $1.36M | -$27,868.32 | -2.01% |
Michael Byun SageView Advisory Group LLC | 1,229 | $35,432 | $34,657.8 | -$774.2 | -2.19% |
Bryan Kupchik Capstone Wealth Management Group LLC | 10,172 | $293,349.32 | $286,850.4 | -$6,498.92 | -2.22% |
Mark Astrinos Libra Wealth LLC | 104,269 | $3.07M | $2.94M | -$132,421.63 | -4.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 64,159 | $1.83M | $1.81M | -$24,636.27 | -1.34% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 11,856 | $334,742.78 | $334,398.48 | -$344.3 | -0.1% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 146,229 | $4.22M | $4.12M | -$100,345.4 | -2.38% |
| MK Malinda Khauv Cercano Management LLC | 35,199 | $1.01M | $992,787.79 | -$13,199.21 | -1.31% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 405,964 | $11.48M | $11.46M | -$21,324.26 | -0.19% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 77,253 | $2.21M | $2.18M | -$26,352.72 | -1.19% |
| PS Paul Saltaformaggio Hibernia Wealth Partners LLC | 11,335 | $324,862 | $319,533.65 | -$5,328.35 | -1.64% |
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 157,420 | $4.54M | $4.44M | -$99,519.3 | -2.19% |
| EB Erik Brenner Hilltop Partners LLC | 23,689 | $671,005.19 | $667,792.91 | -$3,212.28 | -0.48% |
Marc White Clarendon Private LLC | 23,302 | $655,483.66 | $656,883.38 | $1,399.72 | 0.21% |
| BP Brett Pohl Kingdom Financial Group LLC | 25 | $721 | $704.75 | -$16.25 | -2.25% |
| SS Stephen Smith Kestra Investment Management LLC | 2.87M | $82.2M | $80.86M | -$1.35M | -1.64% |
John J. Edwards Breed's Hi LLCapital LLC | 8,112 | $231,678.72 | $228,677.28 | -$3,001.44 | -1.3% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 396,000 | $11.19M | $11.17M | -$25,597.96 | -0.23% |