| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 7,930 | $406,729.7 | $389,244.05 | -$17,485.65 | -4.3% |
Sima Elimelech Activest Wealth Management | 48 | $2,459.04 | $2,345.28 | -$113.76 | -4.63% |
| WB William Bromley Innova Wealth Partners | 13,717 | $703,544.93 | $675,082.15 | -$28,462.78 | -4.05% |
Andrew Endelman Independent Wealth Network Inc. | 12,871 | $660,153.59 | $631,773.03 | -$28,380.56 | -4.3% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,354 | $431,732.2 | $411,016.8 | -$20,715.4 | -4.8% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,115 | $211,918 | $201,058.9 | -$10,859.1 | -5.12% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 1.2M | $59.78M | $58.75M | -$1.03M | -1.72% |
Candace Cavalier Congress Wealth Management LLC / DE / | 5,240 | $269,545.6 | $257,860.4 | -$11,685.2 | -4.34% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,510 | $75,599.99 | $74,178.75 | -$1,421.24 | -1.88% |
Amir Ali Monsefi Aire Advisors LLC | 98,432 | $5.24M | $4.84M | -$392,380.77 | -7.49% |
Dave Reichert Echo45 Advisors LLC | 4,737 | $233,628.84 | $233,060.4 | -$568.44 | -0.24% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 23 | $1,168.13 | $1,128.95 | -$39.18 | -3.35% |
Clint Dunn Beaird Harris Wealth Management LLC | 352 | $18,054.08 | $17,277.92 | -$776.16 | -4.3% |
Tyler Glazier New Millennium Group LLC | 23 | $1,156.44 | $1,129.07 | -$27.37 | -2.37% |
Jay Richards Investment Advisory Group LLC | 14,556 | $746,577.24 | $716,664.66 | -$29,912.58 | -4.01% |
| EM Erin Mccann Simplicity Wealth LLC | 169,089 | $8.68M | $8.32M | -$367,123.73 | -4.23% |
Michael Byun SageView Advisory Group LLC | 6,959 | $364,910.77 | $341,826.08 | -$23,084.69 | -6.33% |
Samuel Miller Kraft, Davis & Associates LLC | 99,757 | $5.12M | $4.91M | -$208,651.99 | -4.08% |
Timothy Dempsey DHK Financial Advisors Inc. | 10,800 | $551,664 | $531,414 | -$20,250 | -3.67% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,943 | $253,229.89 | $243,368.6 | -$9,861.29 | -3.89% |