| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PW Potentia Wealth Potentia Wealth | 1,093 | $377,752.76 | $156,036.67 | -$221,716.09 | -58.69% |
| RN Ron New Whipplewood Advisors LLC | 210 | $59,810.43 | $29,958.6 | -$29,851.83 | -49.91% |
Cache Advisors LLC Cache Advisors LLC | 5,975 | $2.08M | $858,308.69 | -$1.23M | -58.82% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 206,099 | $63.16M | $29.42M | -$33.74M | -53.42% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 32,921 | $10.34M | $4.7M | -$5.64M | -54.56% |
| LG Luc Gaudet Louisbourg Investments Inc. | 12,456 | $4.01M | $1.78M | -$2.23M | -55.68% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 2,040 | $617,590.52 | $291,006 | -$326,584.52 | -52.88% |
| IAL IFC Advisors LLC IFC Advisors LLC | 3,911 | $1.37M | $557,943.26 | -$816,003.16 | -59.39% |
| FLP Financial Life Planners Financial Life Planners | 381 | $75,621 | $54,353.46 | -$21,267.54 | -28.12% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 6,717 | $1.89M | $958,247.22 | -$935,456.92 | -49.4% |
| AFI Atala Financial Inc. Atala Financial Inc. | 10,322 | $3.63M | $1.47M | -$2.16M | -59.45% |
| SK Samira Kadam Synergy Investment Management LLC | 13 | $2,577 | $1,832.48 | -$744.52 | -28.89% |
Bryan Molinar Atlas Legacy Advisors LLC | 1,287 | $384,373.63 | $181,415.53 | -$202,958.1 | -52.8% |
Heather LeVar Roxbury Financial LLC | 2 | $726.08 | $281.92 | -$444.16 | -61.17% |
Crux Wealth Advisors Crux Wealth Advisors | 2,593 | $514,166 | $365,509.31 | -$148,656.69 | -28.91% |
| BM Berkeley Meredith Hughes Financial Services LLC | 38 | $11,294.9 | $5,328.55 | -$5,966.35 | -52.82% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 179 | $62,970 | $25,231.84 | -$37,738.16 | -59.93% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 3,067 | $740,182.03 | $432,324.35 | -$307,857.68 | -41.59% |
| TW Travis Weitz Unified Investment Management | 1,588 | $425,850.88 | $223,844.5 | -$202,006.38 | -47.44% |
| JA Jonathan Ameen Impact Capital Partners LLC | 2,935 | $1.01M | $421,612.72 | -$585,587.44 | -58.14% |