| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 6,602 | $314,039.79 | $255,893.52 | -$58,146.27 | -18.52% |
Bradley W. Clark Paladin Advisory Group LLC | 693 | $27,796.23 | $26,860.68 | -$935.55 | -3.37% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 795 | $37,635.3 | $30,814.2 | -$6,821.1 | -18.12% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,375 | $93,741.25 | $92,245 | -$1,496.25 | -1.6% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,045 | $41,725.07 | $40,504.2 | -$1,220.87 | -2.93% |
Timothy J. Landolt Endowment Wealth Management Inc. | 7,064 | $280,960.16 | $273,800.64 | -$7,159.52 | -2.55% |
Bill Ryan Manhattan West Asset Management LLC | 6,130 | $241,951.1 | $237,384.25 | -$4,566.85 | -1.89% |
Matt Shibata Morling Financial Advisors LLC | 1.15M | $45.82M | $44.48M | -$1.33M | -2.9% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 111,788 | $4.51M | $4.33M | -$172,866.08 | -3.84% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 37,480 | $1.48M | $1.45M | -$25,905.78 | -1.75% |
Kimberly Foster Laraway Financial Advisors Inc. | 4,143 | $194,221.12 | $160,582.68 | -$33,638.44 | -17.32% |
Tyler Glazier New Millennium Group LLC | 920 | $36,238.8 | $35,659.2 | -$579.6 | -1.6% |
Morgan Christen Spinnaker Investment Group LLC | 16,262 | $650,584.39 | $630,315.12 | -$20,269.27 | -3.12% |
W. Travis McKinney HB Wealth Management LLC | 96,470 | $3.8M | $3.74M | -$60,776.1 | -1.6% |
| CMD Chris M. Denholm Objective Capital Management LLC | 8,800 | $349,078 | $341,088 | -$7,990 | -2.29% |
Rachel Faulk Cape Investment Advisory Inc. | 1,614 | $63,693 | $62,558.64 | -$1,134.36 | -1.78% |
Daniel Guy Ethos Financial Group LLC | 10,979 | $441,905.05 | $425,546.04 | -$16,359.01 | -3.7% |
Michael Snyder Beaumont Financial Advisors LLC | 8,858 | $354,516.86 | $343,336.08 | -$11,180.78 | -3.15% |
Nelson J. Lam LAM GROUP Inc. | 120 | $4,767.48 | $4,651.2 | -$116.28 | -2.44% |
Stephen Smith Kestra Investment Management LLC | 1.69M | $67.77M | $65.46M | -$2.31M | -3.41% |