| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,202 | $258,893.4 | $226,180.34 | -$32,713.06 | -12.64% |
Gregory Bosch Strategies Wealth Advisors, LLC | 2,234 | $382,616.52 | $412,530.44 | $29,913.92 | 7.82% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 1,921 | $402,958.26 | $354,731.86 | -$48,226.4 | -11.97% |
Alexandra Stickelman Root Financial Partners, LLC | 1,360 | $289,110.86 | $251,137.6 | -$37,973.26 | -13.13% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 27,859 | $5.22M | $5.14M | -$74,237.1 | -1.42% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 937 | $202,742 | $173,026.42 | -$29,715.58 | -14.66% |
Staci Compagno Portside Wealth Group, LLC | 25,773 | $5.02M | $4.76M | -$264,264.53 | -5.26% |
Courtney Holt Compound Planning, Inc. | 23,836 | $4.99M | $4.46M | -$530,213.01 | -10.62% |
Katherine Stoner Empower Advisory Group, LLC | 385,384 | $78.46M | $71.17M | -$7.3M | -9.3% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,291 | $272,073.06 | $240,758.6 | -$31,314.46 | -11.51% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,011 | $242,792.84 | $188,809.3 | -$53,983.54 | -22.23% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,084 | $196,405.18 | $200,171.44 | $3,766.26 | 1.92% |
Scott Kapusta First County Bank /CT/ | 1,260 | $263,773 | $234,977.41 | -$28,795.59 | -10.92% |
Ian Wang Plato Investment Management Ltd | 160 | $34,022.64 | $29,545.6 | -$4,477.04 | -13.16% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,646 | $728,553.64 | $673,270.36 | -$55,283.28 | -7.59% |
Chad Tobin Slagle Financial, LLC | 1,151 | $272,719.48 | $212,543.66 | -$60,175.82 | -22.07% |
John Shanley Aspect Partners, LLC | 224 | $54,803.87 | $41,454.56 | -$13,349.31 | -24.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 62 | $13,071.98 | $11,448.92 | -$1,623.06 | -12.42% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 35,306 | $6.95M | $6.52M | -$428,264.34 | -6.16% |
Nancy Smetek Arcataur Capital Management LLC | 1,703 | $359,642.77 | $319,397.65 | -$40,245.12 | -11.19% |