| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 6,364 | $246,986.84 | $229,867.68 | -$17,119.16 | -6.93% |
Jeffrey Gilbert Balboa Wealth Partners | 27,255 | $747,906.71 | $968,642.7 | $220,735.99 | 29.51% |
| TL Tradewinds LLC Tradewinds LLC | 1,656 | $72,367.2 | $61,901.28 | -$10,465.92 | -14.46% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,485 | $70,789.95 | $53,200.12 | -$17,589.83 | -24.85% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 46,396 | $2.04M | $1.66M | -$381,515.47 | -18.71% |
CJ Harrison DecisionPoint Financial LLC | 100 | $2,950 | $3,612 | $662 | 22.44% |
Mark Mowrey Signature Resources Capital Management LLC | 3 | $145.29 | $104.43 | -$40.86 | -28.12% |
Rachel Faulk Cape Investment Advisory Inc. | 1,433 | $62,632 | $51,759.96 | -$10,872.04 | -17.36% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 47 | $2,008.31 | $1,687.77 | -$320.54 | -15.96% |
Mariana Coli Dunhill Financial LLC | 1,009 | $47,496.61 | $36,445.08 | -$11,051.53 | -23.27% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 300,907 | $7.97M | $10.69M | $2.73M | 34.2% |
Daniel Guy Ethos Financial Group LLC | 90,274 | $2.38M | $3.21M | $825,357.25 | 34.64% |
Michael Snyder Beaumont Financial Advisors LLC | 5,695 | $221,085.9 | $202,400.3 | -$18,685.6 | -8.45% |
Sheryl Stephens Stephens Consulting LLC | 100 | $2,292 | $3,554 | $1,262 | 55.06% |
Scott Register Register Financial Advisors LLC | 29 | $1,404 | $1,030.66 | -$373.34 | -26.59% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 18,784 | $574,530.42 | $667,583.36 | $93,052.94 | 16.2% |
Moises Valladares Insigneo Advisory Services LLC | 50,258 | $2.27M | $1.81M | -$466,310.79 | -20.52% |
Robert B. LaRue Owen LaRue LLC | 9,200 | $391,982 | $326,968 | -$65,014 | -16.59% |
Ashley Buboltz Moran Wealth Management LLC | 28,746 | $1.23M | $1.02M | -$204,098.99 | -16.65% |
Steven Trigili Garden State Investment Advisory Services LLC | 7,550 | $189,776.39 | $268,327 | $78,550.61 | 41.39% |