| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,795 | $223,370 | $297,826.4 | $74,456.4 | 33.33% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 24,777 | $6.3M | $4.46M | -$1.84M | -29.2% |
Loni Adams Daymark Wealth Partners LLC | 5,253 | $1.57M | $871,577.76 | -$699,927.29 | -44.54% |
Jessica Thayer Unique Wealth LLC | 7,336 | $1.46M | $1.22M | -$246,094.04 | -16.82% |
Brian Matter Creative Capital Management Investments LLC | 102 | $30,700.78 | $16,923.84 | -$13,776.94 | -44.87% |
Michael Snyder Beaumont Financial Advisors LLC | 2,814 | $829,758.55 | $466,898.88 | -$362,859.67 | -43.73% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 5,773 | $1.11M | $957,856.16 | -$154,008.76 | -13.85% |
Patrick D. Hayes Canopy Partners LLC | 3,384 | $1.11M | $561,473.28 | -$552,644.87 | -49.6% |
Sheryl Stephens Stephens Consulting LLC | 80 | $21,464 | $13,273.6 | -$8,190.4 | -38.16% |
| BP Brett Pohl Kingdom Financial Group LLC | 43 | $10,336.75 | $7,554.24 | -$2,782.51 | -26.92% |
| PWS Paul W. Spindler Two Point Capital Management Inc. | 32,391 | $9.85M | $5.37M | -$4.48M | -45.46% |
Stephen Smith Kestra Investment Management LLC | 10,306 | $2.59M | $1.76M | -$833,796.35 | -32.15% |
Sue Oleari Trifecta Capital Advisors LLC | 1,065 | $350,639.89 | $176,704.8 | -$173,935.09 | -49.61% |
Amy Hart Phillips Wealth Planners LLC | 1,639 | $510,644.71 | $287,939.5 | -$222,705.21 | -43.61% |
Bree Pate Olisti Co. Wealth LLC | 84 | $25,101.85 | $13,937.28 | -$11,164.57 | -44.48% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,787 | $1.67M | $1.03M | -$636,357.12 | -38.12% |
Amy Ardeel Icon Wealth Advisors LLC | 165,465 | $58.03M | $28.25M | -$29.78M | -51.32% |
John J. Edwards Breed's Hi LLCapital LLC | 1,385 | $484,078.89 | $229,799.2 | -$254,279.69 | -52.53% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 6,577 | $819,254.16 | $1.12M | $303,637.05 | 37.06% |
Andy Peters Goldstein Advisors LLC | 2,136 | $265,804 | $354,405.12 | $88,601.12 | 33.33% |