| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 159,156 | $16.35M | $14.79M | -$1.56M | -9.53% |
| TT Thaddeus Toal RCS Financial Planning LLC | 2,320 | $237,205.82 | $214,739.2 | -$22,466.62 | -9.47% |
Crystal McKeon TSA Wealth Managment LLC | 2,048 | $218,234.5 | $192,532.48 | -$25,702.02 | -11.78% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 12,813 | $1.3M | $1.2M | -$97,294.57 | -7.47% |
Bepin Serraj Richard W. Paul & Associates LLC | 81 | $8,128 | $7,528.95 | -$599.05 | -7.37% |
Helen Semus Semus Wealth Partners LLC | 2,940 | $302,622.94 | $276,315.9 | -$26,307.04 | -8.69% |
| NH Nathaniel Holden Core Wealth Partners LLC | 5,422 | $552,408.04 | $501,860.32 | -$50,547.72 | -9.15% |
| TAL TFB Advisors LLC TFB Advisors LLC | 7,516 | $804,059.98 | $695,680.96 | -$108,379.02 | -13.48% |
Scott Highmark Mosaic Family Wealth Partners LLC | 2,100 | $210,735 | $195,195 | -$15,540 | -7.37% |
Brendan G. Moody Watershed Private Wealth LLC | 42,775 | $4.39M | $4.02M | -$364,679.81 | -8.31% |
| BBW Beacon Bridge Wealth Partners LLC Beacon Bridge Wealth Partners LLC | 19,618 | $1.99M | $1.84M | -$146,609.54 | -7.37% |
Syed Rizvi AlphaQ Advisors LLC | 8,403 | $871,856 | $790,470.21 | -$81,385.79 | -9.33% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 136,082 | $13.83M | $12.65M | -$1.18M | -8.54% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 39 | $3,914 | $3,668.33 | -$245.67 | -6.28% |
Paul B. Ordonio Park Place Capital Corp. | 983 | $104,853.21 | $92,465.89 | -$12,387.32 | -11.81% |
| SM Sarah Moore BOS Asset Management LLC | 6,465 | $663,080.57 | $598,400.4 | -$64,680.17 | -9.75% |
Jeffrey Steele Silverlake Wealth Management LLC | 3,448 | $352,775.61 | $320,491.6 | -$32,284.01 | -9.15% |
Jill Batley Gateway Wealth Partners LLC | 52,789 | $5.32M | $4.98M | -$337,272.13 | -6.34% |
| PIL PFG Investments LLC PFG Investments LLC | 15,483 | $1.61M | $1.46M | -$153,231.2 | -9.52% |
Able Financial Group LLC ABLE Financial Group, LLC | 156,275 | $15.63M | $14.46M | -$1.16M | -7.43% |