| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 111,877 | $1.78M | $1.37M | -$408,874.12 | -22.99% |
Norden Group LLC NORDEN GROUP LLC | 11,553 | $146,260 | $138,693.76 | -$7,566.24 | -5.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 36,569 | $540,960.52 | $439,559.38 | -$101,401.14 | -18.74% |
David Vollmer PFS Partners, LLC | 589 | $10,137 | $7,097.39 | -$3,039.61 | -29.99% |
Amir Har-El Savvy Advisors, Inc. | 26,699 | $338,012 | $326,929.25 | -$11,082.75 | -3.28% |
Ann Keitner Quantum Portfolio Management LLC | 3,371 | $43,148.8 | $40,603.69 | -$2,545.11 | -5.9% |
United Advisor Group LLC United Advisor Group, LLC | 12,160 | $155,380.66 | $146,467.2 | -$8,913.46 | -5.74% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 44,466 | $623,662.47 | $541,373.55 | -$82,288.92 | -13.19% |
Chandler te Velde Maia Wealth LLC | 386,935 | $5.02M | $4.68M | -$334,648.59 | -6.67% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 17,794 | $252,319 | $217,620.62 | -$34,698.38 | -13.75% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,396 | $56,846.22 | $40,718.04 | -$16,128.18 | -28.37% |
Ian Jameson American Capital Advisory, LLC | 82,000 | $1.04M | $1M | -$34,030 | -3.28% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 14,584 | $184,633 | $178,362.32 | -$6,270.68 | -3.4% |
Brian Krause Cascade Financial Partners, LLC | 19,301 | $306,176.1 | $233,638.6 | -$72,537.5 | -23.69% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 300 | $4,482 | $3,670.5 | -$811.5 | -18.11% |
| MHF Mission Hills Financial Advisory LLC Mission Hills Financial Advisory LLC | 1.2M | $19.23M | $14.75M | -$4.48M | -23.29% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 15,812 | $201,694.71 | $192,352.98 | -$9,341.73 | -4.63% |
Antonio Cavarero Generali Asset Management SPA SGR | 2.2M | $32.87M | $26.5M | -$6.37M | -19.38% |
Robert Warmkessel Grange Capital LLC | 61,445 | $777,894 | $753,622.92 | -$24,271.08 | -3.12% |
| RN Ron New Whipplewood Advisors LLC | 205 | $3,230.32 | $2,471.27 | -$759.05 | -23.5% |