| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 2,528 | $101,347.49 | $95,356.16 | -$5,991.33 | -5.91% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 132,445 | $5.24M | $5M | -$236,235.61 | -4.51% |
Andrew Endelman Independent Wealth Network Inc. | 17,377 | $689,940.23 | $654,939.13 | -$35,001.1 | -5.07% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 6,602 | $314,039.79 | $249,423.56 | -$64,616.23 | -20.58% |
Kevin Batstone BayBridge Capital Group LLC | 19,248 | $720,258 | $725,938.32 | $5,680.32 | 0.79% |
Bradley W. Clark Paladin Advisory Group LLC | 693 | $27,796.23 | $26,164.21 | -$1,632.02 | -5.87% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 795 | $37,635.3 | $29,975.47 | -$7,659.83 | -20.35% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,375 | $93,741.25 | $89,549.37 | -$4,191.88 | -4.47% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,020 | $40,723.82 | $38,270.4 | -$2,453.42 | -6.02% |
Timothy J. Landolt Endowment Wealth Management Inc. | 7,064 | $280,960.16 | $266,771.96 | -$14,188.2 | -5.05% |
Bill Ryan Manhattan West Asset Management LLC | 6,130 | $241,951.1 | $231,499.45 | -$10,451.65 | -4.32% |
Matt Shibata Morling Financial Advisors LLC | 1.15M | $45.82M | $43.24M | -$2.58M | -5.62% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 111,788 | $4.51M | $4.21M | -$290,802.42 | -6.45% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 37,480 | $1.48M | $1.41M | -$64,697.58 | -4.38% |
Kimberly Foster Laraway Financial Advisors Inc. | 4,144 | $194,260.59 | $156,581.04 | -$37,679.55 | -19.4% |
Tyler Glazier New Millennium Group LLC | 920 | $36,238.8 | $34,679.4 | -$1,559.4 | -4.3% |
Morgan Christen Spinnaker Investment Group LLC | 11,223 | $448,772.44 | $423,275.44 | -$25,497 | -5.68% |
W. Travis McKinney HB Wealth Management LLC | 85,449 | $3.37M | $3.22M | -$142,699.83 | -4.24% |
| CMD Chris M. Denholm Objective Capital Management LLC | 7,800 | $309,348 | $294,060 | -$15,288 | -4.94% |
Rachel Faulk Cape Investment Advisory Inc. | 1,635 | $64,478.72 | $61,672.2 | -$2,806.52 | -4.35% |