| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 1,628 | $526,463.4 | $471,989.76 | -$54,473.64 | -10.35% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 665 | $220,573.85 | $190,722 | -$29,851.85 | -13.53% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 28 | $10,047.89 | $7,709.8 | -$2,338.09 | -23.27% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,012 | $299,741.73 | $292,842.44 | -$6,899.29 | -2.3% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,435 | $800,715.35 | $706,052.6 | -$94,662.75 | -11.82% |
Dominic Corabi Wedmont Private Capital | 1,672 | $529,994.67 | $481,017.68 | -$48,976.99 | -9.24% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 595 | $195,116.97 | $172,050.2 | -$23,066.77 | -11.82% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1,109 | $367,844.21 | $320,811.52 | -$47,032.69 | -12.79% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 283 | $85,411.78 | $81,146 | -$4,265.78 | -4.99% |
David Doumani PineStone Asset Management Inc. | 735,173 | $243.85M | $215.07M | -$28.77M | -11.8% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,214 | $3.3M | $2.65M | -$656,836.08 | -19.89% |
Amir Ali Monsefi Aire Advisors LLC | 6,287 | $1.9M | $1.82M | -$84,341.33 | -4.44% |
Katherine Saltonstall Sandy Cove Advisors LLC | 1,064 | $346,771.21 | $307,235.32 | -$39,535.89 | -11.4% |
Albert Luong Canoe Financia LLP | 45,829 | $16.77M | $13.14M | -$3.62M | -21.6% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 7 | $2,441.05 | $2,029.12 | -$411.93 | -16.88% |
| MS Marek Sestak Czech National Bank | 60,949 | $18.82M | $17.65M | -$1.17M | -6.23% |
Clint Dunn Beaird Harris Wealth Management LLC | 11 | $3,464 | $3,187.47 | -$276.53 | -7.98% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,716 | $599,128.26 | $499,527.6 | -$99,600.66 | -16.62% |
Tyler Glazier New Millennium Group LLC | 9 | $2,642.22 | $2,609.64 | -$32.58 | -1.23% |
Ana-Maria Ignat Covestor Ltd | 114 | $40,451 | $32,695.2 | -$7,755.8 | -19.17% |