| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,837 | $77,469.63 | $62,600.65 | -$14,868.98 | -19.19% |
| NS Nicholas Shaheen FSA Advisors Inc. | 86,050 | $1.51M | $1.4M | -$110,147.3 | -7.29% |
| RS Radon Stancil POM Investment Strategies LLC | 7,428 | $136,600.96 | $121,039.26 | -$15,561.7 | -11.39% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 52,947 | $947,946.81 | $863,565.57 | -$84,381.24 | -8.9% |
| JP Jaimie Palmer Beacon Capital Management LLC | 70,742 | $1.3M | $1.15M | -$149,973.04 | -11.53% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,230 | $381,833.8 | $280,590.55 | -$101,243.25 | -26.52% |
| VL Victoria Latham Fiduciary Alliance LLC | 13,577 | $257,597.97 | $221,101.44 | -$36,496.53 | -14.17% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 100,242 | $1.79M | $1.63M | -$157,831.07 | -8.82% |
Lydia Moore MRP Capital Investments LLC | 200 | $3,512 | $3,257 | -$255 | -7.26% |
| RBL Robert B. LaRue Owen LaRue LLC | 232,818 | $4.13M | $3.79M | -$338,110.4 | -8.19% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 119,051 | $2.36M | $1.93M | -$428,583.18 | -18.15% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 60,400 | $1.11M | $984,513.96 | -$120,624.02 | -10.91% |
| SB Scott Boyce Decker Retirement Planning Inc. | 11,565 | $212,680.42 | $188,625.15 | -$24,055.27 | -11.31% |
Alexandra Stickelman Root Financial Partners, LLC | 257 | $4,626.65 | $4,178.82 | -$447.83 | -9.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,618 | $45,972.79 | $41,966.54 | -$4,006.25 | -8.71% |
Joseph C. Gissy Tactive Advisors, LLC | 52,106 | $951,949.88 | $846,983.03 | -$104,966.85 | -11.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 685 | $10,364 | $11,138.1 | $774.1 | 7.47% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 35,025 | $626,386.76 | $569,506.5 | -$56,880.26 | -9.08% |
| FTM F. Thomas Mosley Mosley Wealth Management | 10,325 | $187,088.77 | $167,884.5 | -$19,204.27 | -10.26% |
Todd A. Rustman Clarity Capital Partners LLC | 38,681 | $788,083.96 | $628,953.06 | -$159,130.9 | -20.19% |