| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 140,467 | $12.49M | $11.83M | -$656,028.13 | -5.25% |
John Gorlow Cardiff Park Advisors LLC | 3,586 | $320,405.17 | $302,084.64 | -$18,320.53 | -5.72% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 19,445 | $1.74M | $1.64M | -$104,965.99 | -6.02% |
Mark Perrault Intergy Private Wealth LLC | 42,926 | $3.95M | $3.63M | -$320,023.37 | -8.11% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,372 | $314,235.32 | $282,775.92 | -$31,459.4 | -10.01% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 210,379 | $18.5M | $17.64M | -$856,514.1 | -4.63% |
| TT Timothy Taylor TCM Advisors LLC | 159,512 | $19M | $13.38M | -$5.62M | -29.59% |
| LWL Leo Wealth LLC Leo Wealth LLC | 99,099 | $8.67M | $8.3M | -$370,569.52 | -4.27% |
Christopher Clancy Global Wealth Strategies & Associates | 7,918 | $696,039.5 | $664,003.48 | -$32,036.02 | -4.6% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 102,604 | $9.01M | $8.6M | -$409,734.36 | -4.55% |
Dalila Toledo Ascent Group LLC | 13,461 | $1.28M | $1.13M | -$152,019.34 | -11.87% |
| EM Erin Mccann Simplicity Wealth LLC | 282,912 | $24.99M | $23.71M | -$1.28M | -5.12% |
| PO Patrick O'Connell Security Financial Services Inc. | 9,526 | $857,722.02 | $800,946.08 | -$56,775.94 | -6.62% |
| EW Ed West Values First Advisors Inc. | 22,460 | $2.1M | $1.88M | -$216,684.98 | -10.32% |
Michael Byun SageView Advisory Group LLC | 2,273 | $198,125 | $190,545.59 | -$7,579.41 | -3.83% |
Brian Clay Clay Northam Wealth Management LLC | 28,865 | $2.52M | $2.42M | -$102,321.18 | -4.06% |
Bryan Kupchik Capstone Wealth Management Group LLC | 8,788 | $765,962.08 | $736,700.68 | -$29,261.4 | -3.82% |
David K. Balsdon Harvest Portfolios Group Inc. | 2.74M | $255.91M | $230.37M | -$25.54M | -9.98% |
Arthur Garcia Atlas Financial Advisors Inc. | 23,398 | $2.41M | $1.96M | -$447,051.32 | -18.56% |
| CMD Chris M. Denholm Objective Capital Management LLC | 2,900 | $251,401 | $243,107.87 | -$8,293.13 | -3.3% |