| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 51,302 | $4.5M | $4.05M | -$448,170.73 | -9.95% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 226,624 | $17.93M | $17.89M | -$33,865.14 | -0.19% |
| FCI Family CFO Inc Family CFO Inc | 119,883 | $9.59M | $9.46M | -$127,041.56 | -1.32% |
Sue Cox BetterWealth LLC | 63,516 | $5.53M | $5.02M | -$510,574.73 | -9.24% |
Michael O'Connor Capasso Planning Partners LLC | 66,613 | $5.84M | $5.27M | -$578,168.1 | -9.89% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,378 | $281,091 | $267,182.91 | -$13,908.09 | -4.95% |
| LWL Leo Wealth LLC Leo Wealth LLC | 9,115 | $747,088.13 | $718,900.05 | -$28,188.08 | -3.77% |
Dalila Toledo Ascent Group LLC | 7,501 | $664,279.04 | $592,391.47 | -$71,887.57 | -10.82% |
| EM Erin Mccann Simplicity Wealth LLC | 72,632 | $6.01M | $5.74M | -$270,146.15 | -4.5% |
Patrick O'Connell Security Financial Services Inc. | 6,319 | $519,821.34 | $500,022.47 | -$19,798.87 | -3.81% |
Michael Byun SageView Advisory Group LLC | 127,351 | $10.38M | $10.05M | -$331,992.68 | -3.2% |
Jesse Rodrigue Fortune 45 LLC | 196,617 | $16.26M | $15.55M | -$710,360.84 | -4.37% |
David T. Morgan High Net Worth Advisory Group LLC | 12,234 | $988,615.09 | $966,416.27 | -$22,198.82 | -2.25% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 822 | $67,311.12 | $64,843.47 | -$2,467.65 | -3.67% |
| CMD Chris M. Denholm Objective Capital Management LLC | 3,909 | $326,496.55 | $308,947.81 | -$17,548.74 | -5.37% |
Timothy Gerlach Novem Group | 52,683 | $4.28M | $4.15M | -$129,205.35 | -3.02% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 201,327 | $16.93M | $15.92M | -$1.01M | -5.99% |
Amanda Hawley Atria Wealth Solutions Inc. | 120,541 | $9.63M | $9.52M | -$106,340.7 | -1.1% |
Craig Johnsen Fortitude Advisory Group LLC | 5,137 | $425,779.03 | $405,823 | -$19,956.03 | -4.69% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 153,282 | $12.34M | $12.11M | -$231,856.93 | -1.88% |