| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Darren Woolson Asset Allocation Strategies LLC | 1,688 | $295,192.74 | $311,706.08 | $16,513.34 | 5.59% |
Anthony Chaves Dilation Capital Management LP | 64,616 | $13.89M | $12.03M | -$1.86M | -13.4% |
Brian Levy West Wealth Group LLC | 7,773 | $1.53M | $1.44M | -$91,441.29 | -5.99% |
| BPN Brent P. Nicks Strategic Planning Inc. | 1,824 | $363,034 | $340,285.44 | -$22,748.56 | -6.27% |
Timothy Gerlach Novem Group | 1,343 | $291,592.1 | $247,998.38 | -$43,593.72 | -14.95% |
Jim Clark Worth Asset Management LLC | 1,291 | $240,190.55 | $238,396.06 | -$1,794.49 | -0.75% |
Daniel Ronan Catalyst Financial Partners LLC | 2,610 | $534,485.88 | $481,962.6 | -$52,523.28 | -9.83% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,941 | $2.35M | $3.2M | $844,020.38 | 35.87% |
Craig Johnsen Fortitude Advisory Group LLC | 2,347 | $469,324.21 | $433,397.02 | -$35,927.19 | -7.66% |
Jeffrey Gilbert Balboa Wealth Partners | 12,957 | $1.88M | $2.39M | $511,585.1 | 27.2% |
Edward Lowndes Angeles Wealth Management LLC | 2,691 | $490,844.57 | $496,920.06 | $6,075.49 | 1.24% |
Kevin Zemann WealthPlan Investment Management LLC | 3,409 | $739,081.87 | $629,505.94 | -$109,575.93 | -14.83% |
Vito Collacuro Sutton Place Investors LLC | 1,384 | $299,594.48 | $255,569.44 | -$44,025.04 | -14.69% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,303 | $274,488.3 | $240,611.98 | -$33,876.32 | -12.34% |
David W. Chenet Presidio Capital Management LLC | 1,441 | $281,415.42 | $269,625.51 | -$11,789.91 | -4.19% |
Joseph Wallace Wallace Advisory Group LLC | 2,601 | $489,346.72 | $480,300.66 | -$9,046.06 | -1.85% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 830 | $154,182.72 | $155,259.8 | $1,077.08 | 0.7% |
Arpan Shah XY Capital Ltd. | 225 | $48,443.93 | $42,021 | -$6,422.93 | -13.26% |
Brad Saenz Coastwise Capital Group LLC | 7,334 | $1.36M | $1.35M | -$7,419.9 | -0.54% |
Rosemarie Ranzie Stage Harbor Financial LLC | 1,251 | $224,416.67 | $233,586.72 | $9,170.05 | 4.09% |