| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Radon Stancil POM Investment Strategies LLC | 1,256 | $33,306.04 | $30,589.88 | -$2,716.16 | -8.16% |
Penny A. Phillips Journey Strategic Wealth LLC | 254,588 | $7.27M | $6.23M | -$1.04M | -14.35% |
Tyler Glazier New Millennium Group LLC | 209 | $5,532.23 | $5,094.37 | -$437.86 | -7.91% |
Ana-Maria Ignat Covestor Ltd | 245 | $6,446.05 | $5,990.25 | -$455.8 | -7.07% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 116,864 | $3.65M | $2.86M | -$795,620.87 | -21.77% |
Bill McVay Red Tortoise LLC | 58,027 | $1.58M | $1.42M | -$161,594.74 | -10.24% |
Jeremy Baltz Raleigh Capital Management Inc. | 117,473 | $3.1M | $2.87M | -$228,220.15 | -7.37% |
Paul Elam Oak Harbor Wealth Partners LLC | 236 | $6,246.92 | $5,780.82 | -$466.1 | -7.46% |
Dalila Toledo Ascent Group LLC | 739,720 | $19.78M | $18.09M | -$1.69M | -8.54% |
| EM Erin Mccann Simplicity Wealth LLC | 196,159 | $5.18M | $4.8M | -$382,165.57 | -7.38% |
Patrick O'Connell Security Financial Services Inc. | 442,106 | $11.83M | $10.83M | -$998,220.74 | -8.44% |
Penny Paul Andina Capital Management LLC | 7,994 | $212,439.39 | $195,533.24 | -$16,906.15 | -7.96% |
Candice Gilman Sofi Wealth LLC | 1.22M | $32.98M | $29.86M | -$3.12M | -9.47% |
Michael Topley Lansing Street Advisors | 18,376 | $500,929.76 | $449,201.32 | -$51,728.44 | -10.33% |
Mark Fiskio Empirical Asset Management LLC | 9,472 | $248,450.56 | $230,974.72 | -$17,475.84 | -7.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 81,340 | $2.34M | $1.99M | -$351,029.8 | -15.01% |
Jeffrey Gilbert Balboa Wealth Partners | 13,712 | $362,354.72 | $334,641.36 | -$27,713.36 | -7.65% |
Joseph Wallace Wallace Advisory Group LLC | 26,460 | $710,326.03 | $647,608.5 | -$62,717.53 | -8.83% |
Adam Schwallier Schwallier Wealth Management LLC | 233,446 | $6.14M | $5.71M | -$426,124.85 | -6.94% |
Rodrigo Diaz Plan Group Financial LLC | 119,566 | $3.21M | $2.92M | -$282,000.61 | -8.79% |