| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jessica Riley Hale GC Wealth Management RIA, LLC | 32,098 | $7.15M | $5.25M | -$1.9M | -26.52% |
| MB Matthieu Balmer Climber Capital SA | 1,308 | $257,961.47 | $218,763 | -$39,198.47 | -15.2% |
Adam Hill Bey-Douglas LLC | 10,125 | $2.34M | $1.7M | -$647,291.25 | -27.61% |
Michael Kahn Triavera Capital LLC | 34,553 | $6.51M | $5.62M | -$889,887.73 | -13.66% |
Alan Gilmore Private Wealth Management Group, LLC | 377 | $54,889.01 | $62,506.6 | $7,617.59 | 13.88% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 950 | $165,439.17 | $159,134.5 | -$6,304.67 | -3.81% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 107,014 | $15.96M | $17.74M | $1.79M | 11.19% |
Angela Mari Abich Financial Wealth Management LLC | 25 | $5,399 | $4,087.25 | -$1,311.75 | -24.3% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 2,775 | $453,224.65 | $464,340.75 | $11,116.1 | 2.45% |
| FTM F. Thomas Mosley Mosley Wealth Management | 375 | $64,382.5 | $61,245 | -$3,137.5 | -4.87% |
Ryan M Palmer Optimist Retirement Group LLC | 2,616 | $402,563.46 | $433,811.28 | $31,247.82 | 7.76% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 2,145 | $370,367.83 | $349,720.8 | -$20,647.03 | -5.57% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 175 | $26,395.7 | $28,894.25 | $2,498.55 | 9.47% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,196 | $213,176 | $198,356.6 | -$14,819.4 | -6.95% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 231 | $42,949.99 | $37,708.44 | -$5,241.55 | -12.2% |
Corey Saft Sivia Capital Partners, LLC | 7,600 | $1.28M | $1.24M | -$38,022.8 | -2.97% |
Angela Pompian Sunpointe, LLC | 1,342 | $232,232.58 | $221,711.82 | -$10,520.76 | -4.53% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 6,967 | $1.24M | $1.16M | -$77,288.95 | -6.22% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 1,956 | $348,637.46 | $319,629.96 | -$29,007.5 | -8.32% |
Ashley Meredith Abel Hall, LLC | 1,953 | $418,357.99 | $326,033.82 | -$92,324.17 | -22.07% |