| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIF Partners in Financial Planning Partners in Financial Planning | 2,799 | $327,771.71 | $280,179.9 | -$47,591.81 | -14.52% |
| CW Chung Wu Chung Wu Investment Group LLC | 108 | $14,689 | $10,873.44 | -$3,815.56 | -25.98% |
| GCM Generation Capital Management LLC Generation Capital Management LLC | 2,109 | $239,899.59 | $212,334.12 | -$27,565.47 | -11.49% |
| KAL KDT Advisors LLC KDT Advisors LLC | 2,667 | $309,021.69 | $266,966.7 | -$42,054.99 | -13.61% |
| BM Berkeley Meredith Hughes Financial Services LLC | 90 | $11,767.08 | $9,060.3 | -$2,706.78 | -23% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 489 | $55,311 | $48,841.32 | -$6,469.68 | -11.7% |
| CAJ Carl Amos Johnson Grove Street Fiduciary LLC | 2,746 | $364,256.75 | $274,874.6 | -$89,382.15 | -24.54% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 2,272 | $206,161 | $228,744.96 | $22,583.96 | 10.95% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 2,714 | $360,012.23 | $271,074.32 | -$88,937.91 | -24.7% |
| TW Travis Weitz Unified Investment Management | 2,660 | $300,873.01 | $267,808.8 | -$33,064.21 | -10.99% |
HMV Wealth Advisors LLC HMV Wealth Advisors LLC | 4,237 | $484,422.53 | $423,191.56 | -$61,230.97 | -12.64% |
| JA Jonathan Ameen Impact Capital Partners LLC | 21,416 | $2.48M | $2.16M | -$328,659.97 | -13.23% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 82,389 | $9.38M | $8.23M | -$1.15M | -12.26% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,059 | $130,045.76 | $107,721.48 | -$22,324.28 | -17.17% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 2,099 | $237,376.6 | $211,327.32 | -$26,049.28 | -10.97% |
| DN Daniel Newman Noble Wealth Management PBC | 231 | $25,882.59 | $23,497.32 | -$2,385.27 | -9.22% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 2,752 | $314,327.01 | $274,869.76 | -$39,457.25 | -12.55% |
North Forty Two & Co. North Forty Two & Co. | 4,358 | $492,933.06 | $435,277.04 | -$57,656.02 | -11.7% |
Victrix Investment Advisors Victrix Investment Advisors | 2,436 | $323,155.03 | $243,307.68 | -$79,847.35 | -24.71% |
| CB Chris Benson L.K. Benson & Company P.C. | 2,484 | $280,964.94 | $248,101.92 | -$32,863.02 | -11.7% |