| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 287,153 | $25.35M | $23.7M | -$1.66M | -6.54% |
Patrick O'Connell Security Financial Services Inc. | 17,220 | $1.52M | $1.42M | -$106,292.5 | -6.98% |
Ed West Values First Advisors Inc. | 6,981 | $616,902.76 | $574,187.25 | -$42,715.51 | -6.92% |
Brian Clay Clay Northam Wealth Management LLC | 28,475 | $2.49M | $2.34M | -$146,731.5 | -5.9% |
Bryan Kupchik Capstone Wealth Management Group LLC | 6,843 | $596,435.88 | $562,836.75 | -$33,599.13 | -5.63% |
David K. Balsdon Harvest Portfolios Group Inc. | 2.5M | $233.14M | $205.58M | -$27.57M | -11.82% |
Arthur Garcia Atlas Financial Advisors Inc. | 23,398 | $2.41M | $1.92M | -$484,027.18 | -20.1% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 39,376 | $3.43M | $3.24M | -$191,629.89 | -5.59% |
Mark Fiskio Empirical Asset Management LLC | 20,318 | $1.88M | $1.68M | -$194,487.19 | -10.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 93,588 | $8.41M | $7.7M | -$709,403.94 | -8.44% |
Ryan Cahill Cahill Wealth Management LLC | 35,148 | $3.37M | $2.89M | -$482,885.17 | -14.31% |
Jeffrey Gilbert Balboa Wealth Partners | 2,349 | $210,371.13 | $194,379.75 | -$15,991.38 | -7.6% |
Edward Lowndes Angeles Wealth Management LLC | 800 | $69,136 | $65,800 | -$3,336 | -4.83% |
Benjamin Cauley Carr Financial Group Corp. | 7,000 | $625,590 | $577,640 | -$47,950 | -7.66% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 547 | $47,769.49 | $44,990.75 | -$2,778.74 | -5.82% |
Brad Saenz Coastwise Capital Group LLC | 4,894 | $441,943.29 | $402,531.5 | -$39,411.79 | -8.92% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 41,955 | $3.64M | $3.48M | -$154,829.78 | -4.26% |
| JB Jodi Burnett Invictus Private Wealth LLC | 11,172 | $1M | $918,897 | -$84,601.53 | -8.43% |
Amna Ali Khan GDS Wealth Management | 12,140 | $1.15M | $996,815.4 | -$151,847.61 | -13.22% |
Mark Mowrey Signature Resources Capital Management LLC | 171 | $16,908 | $14,064.75 | -$2,843.25 | -16.82% |