| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 175 | $963 | $551.25 | -$411.75 | -42.76% |
Brian Ramsay Wealthspan Partners LLC | 15,350 | $103,619 | $48,352.5 | -$55,266.5 | -53.34% |
| RG Robert Glass AlphaCentric Advisors LLC | 75,000 | $405,000 | $230,250 | -$174,750 | -43.15% |
Michael Byun SageView Advisory Group LLC | 19 | $103 | $58.04 | -$44.96 | -43.65% |
| TK Taro Kuriyama Axq Capita LLP | 14,918 | $80,557.2 | $45,574.49 | -$34,982.71 | -43.43% |
CJ Harrison DecisionPoint Financial LLC | 1,000 | $2,050 | $3,045 | $995 | 48.54% |
| DP Drew Phillips Fortitude Family Office LLC | 60 | $211 | $182.1 | -$28.9 | -13.7% |
Brian Dechow SWAN Capital LLC | 40 | $141 | $120.66 | -$20.34 | -14.43% |
| VL Victoria Latham Fiduciary Alliance LLC | 679,066 | $3.9M | $2.05M | -$1.85M | -47.43% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 10,017 | $65,310.87 | $30,215.28 | -$35,095.59 | -53.74% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 12,333 | $60,893.49 | $37,060.66 | -$23,832.83 | -39.14% |
| MV Moises Valladares Insigneo Advisory Services LLC | 12,649 | $79,929.07 | $38,263.22 | -$41,665.85 | -52.13% |
| PIL PFG Investments LLC PFG Investments LLC | 347,920 | $2.14M | $1.03M | -$1.1M | -51.6% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 200 | $1,080 | $594 | -$486 | -45% |
Alexandra Stickelman Root Financial Partners, LLC | 331 | $1,787.38 | $983.07 | -$804.31 | -45% |
Shawn Scholz Impact Partnership Wealth, LLC | 20,916 | $113,224.51 | $62,120.52 | -$51,103.99 | -45.14% |
John Shanley Aspect Partners, LLC | 1,516 | $9,513.25 | $4,775.4 | -$4,737.85 | -49.8% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,790 | $91,629.55 | $41,095.58 | -$50,533.97 | -55.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,042 | $221,438.82 | $105,199.28 | -$116,239.54 | -52.49% |
Mathieu Cornu Pictet Asset Management Holding SA | 61,387 | $266,342.59 | $182,626.32 | -$83,716.27 | -31.43% |