| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Highline Wealth Partners LLC Highline Wealth Partners LLC | 74,169 | $2.94M | $2.6M | -$336,466.39 | -11.46% |
| KE Karen Eamon Next Level Wealth Planning LLC | 15,633 | $902,276.95 | $530,115.03 | -$372,161.92 | -41.25% |
Vantage Point Financial LLC Vantage Point Financial LLC | 6,537 | $325,653.61 | $223,957.62 | -$101,695.99 | -31.23% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 332 | $16,882.1 | $11,550.28 | -$5,331.82 | -31.58% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 6,311 | $321,020.2 | $216,498.85 | -$104,521.35 | -32.56% |
Avi Kantor Certior Financial Group LLC | 7,976 | $403,977.86 | $273,497.04 | -$130,480.82 | -32.3% |
| DBR Darin Bond Roth Stenger Family Office LLC | 8,270 | $430,839.76 | $287,713.3 | -$143,126.46 | -33.22% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 8,488 | $434,315.99 | $289,653 | -$144,662.99 | -33.31% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 2,126 | $99,972.79 | $72,549.75 | -$27,423.04 | -27.43% |
| SFA Salus Financial Advisors LLC Salus Financial Advisors LLC | 79,276 | $3.59M | $2.71M | -$885,253.45 | -24.66% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 91 | $4,627 | $3,122.21 | -$1,504.79 | -32.52% |
Brucke Financial Inc. Brucke Financial Inc. | 5,955 | $219,204 | $204,107.62 | -$15,096.38 | -6.89% |
Binnacle Investments Inc. Binnacle Investments Inc. | 64 | $3,982 | $2,202.56 | -$1,779.44 | -44.69% |
| BWL Balance Wealth LLC Balance Wealth LLC | 70,190 | $3.62M | $2.42M | -$1.2M | -33.26% |
Michael Bosman Bosman Wealth Management LLC | 6,917 | $328,972.52 | $238,048.55 | -$90,923.97 | -27.64% |
Cole Dimond Caliber Wealth Management LLC / KS | 5,501 | $202,492 | $189,344.42 | -$13,147.58 | -6.49% |
| AS Aryn Sands GK Wealth Management LLC | 9,545 | $304,104 | $328,538.9 | $24,434.9 | 8.04% |
Justin Boggs Optima Capital LLC | 70,455 | $3.72M | $2.43M | -$1.29M | -34.76% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 12,569 | $782,043.29 | $432,813.51 | -$349,229.78 | -44.66% |