| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 10,979 | $441,905.05 | $414,127.88 | -$27,777.17 | -6.29% |
Michael Snyder Beaumont Financial Advisors LLC | 8,858 | $354,516.86 | $333,946.6 | -$20,570.26 | -5.8% |
Nelson J. Lam LAM GROUP Inc. | 120 | $4,767.48 | $4,534.2 | -$233.28 | -4.89% |
Stephen Smith Kestra Investment Management LLC | 1.69M | $67.77M | $63.69M | -$4.08M | -6.02% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 14,297 | $564,303 | $539,354.32 | -$24,948.68 | -4.42% |
Moises Valladares Insigneo Advisory Services LLC | 6,233 | $250,878.25 | $235,264.58 | -$15,613.67 | -6.22% |
Philip Rc Dudley Dudley Capital Management LLC | 16,265 | $651,251.24 | $614,654.35 | -$36,596.89 | -5.62% |
Jill Batley Gateway Wealth Partners LLC | 6,687 | $265,677.47 | $252,166.77 | -$13,510.7 | -5.09% |
| PIL PFG Investments LLC PFG Investments LLC | 26,959 | $1.09M | $1.02M | -$75,061.62 | -6.87% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6,654 | $269,929.66 | $250,988.88 | -$18,940.78 | -7.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,386 | $538,945.79 | $502,242.72 | -$36,703.07 | -6.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 279,962 | $11.22M | $10.56M | -$664,318.93 | -5.92% |
Kevin Bresler TD Waterhouse Canada Inc. | 1,600 | $75,536 | $60,352 | -$15,184 | -20.1% |
| AK Alisha Kamadia United Community Bank | 1,000 | $39,730 | $37,720 | -$2,010 | -5.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 273,074 | $10.97M | $10.3M | -$667,750.86 | -6.09% |
Derek Ripp Austin Wealth Management, LLC | 253,097 | $10.04M | $9.54M | -$502,440.78 | -5.01% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 149,889 | $5.99M | $5.66M | -$327,491.91 | -5.47% |
Joshua Stipcich Tidemark, LLC | 921 | $37,073.44 | $34,726.3 | -$2,347.14 | -6.33% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 81,106 | $3.28M | $3.04M | -$237,615.05 | -7.24% |
Matthew Stead Sachetta, LLC | 16,492 | $662,217.66 | $621,995.78 | -$40,221.88 | -6.07% |