| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 34,188 | $299,268.14 | $162,734.88 | -$136,533.26 | -45.62% |
Bert Miller Miller Wealth Advisors LLC | 13,782 | $92,965.46 | $65,740.14 | -$27,225.32 | -29.29% |
Jennifer Carlson Gould Capital LLC | 3,560 | $20,932.13 | $17,123.6 | -$3,808.53 | -18.19% |
Ana-Maria Ignat Covestor Ltd | 631 | $6,044.98 | $2,937.3 | -$3,107.68 | -51.41% |
Michael Byun SageView Advisory Group LLC | 1,484 | $11,161 | $6,878.34 | -$4,282.66 | -38.37% |
| TK Taro Kuriyama Axq Capita LLP | 80,744 | $417,446 | $374,248.44 | -$43,197.56 | -10.35% |
Jeffrey Gilbert Balboa Wealth Partners | 23,625 | $216,989.82 | $109,738.12 | -$107,251.7 | -49.43% |
CJ Harrison DecisionPoint Financial LLC | 35 | $264 | $161.52 | -$102.48 | -38.82% |
Mariana Coli Dunhill Financial LLC | 13 | $101 | $59.86 | -$41.14 | -40.73% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,023 | $7,693 | $4,705.9 | -$2,987.1 | -38.83% |
Lukas Lindgren Abound Wealth Management | 680 | $6,630 | $3,267.4 | -$3,362.6 | -50.72% |
Brian Dechow SWAN Capital LLC | 560 | $5,669.12 | $2,578.8 | -$3,090.32 | -54.51% |
| VL Victoria Latham Fiduciary Alliance LLC | 18,464 | $150,971.59 | $85,026.72 | -$65,944.87 | -43.68% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 18,054 | $103,431.58 | $82,506.78 | -$20,924.8 | -20.23% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,350 | $6,980 | $6,169.5 | -$810.5 | -11.61% |
David Bach River Street Advisors LLC | 20,000 | $195,000 | $91,900 | -$103,100 | -52.87% |
| MV Moises Valladares Insigneo Advisory Services LLC | 11,513 | $59,522 | $52,902.23 | -$6,619.77 | -11.12% |
| PIL PFG Investments LLC PFG Investments LLC | 14,860 | $94,272.83 | $67,459.94 | -$26,812.89 | -28.44% |
| EJK Eric J. Kemnitz Polymer Capital Management USS) LLC | 173,639 | $897,713.99 | $792,662.03 | -$105,051.96 | -11.7% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,800 | $9,306 | $8,171.46 | -$1,134.54 | -12.19% |