| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12 | $1,780.56 | $1,612.2 | -$168.36 | -9.46% |
Candace Cavalier Congress Wealth Management LLC / DE / | 66,444 | $9.69M | $8.93M | -$759,706.12 | -7.84% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 15 | $2,158.05 | $2,015.25 | -$142.8 | -6.62% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,404 | $261,361.92 | $188,627.41 | -$72,734.51 | -27.83% |
Ana-Maria Ignat Covestor Ltd | 540 | $104,681.06 | $74,984.4 | -$29,696.66 | -28.37% |
| EM Erin Mccann Simplicity Wealth LLC | 2,671 | $396,322.98 | $365,793.45 | -$30,529.53 | -7.7% |
Ed West Values First Advisors Inc. | 49,936 | $7.68M | $6.71M | -$971,705.8 | -12.65% |
Nichole Raftopoulos Nvest Financial LLC | 1,500 | $318,180 | $201,525.01 | -$116,654.99 | -36.66% |
Amanda Hawley Atria Wealth Solutions Inc. | 935 | $198,657.75 | $125,617.26 | -$73,040.49 | -36.77% |
| RV Ryan Vliek PPS&V ASSET MANAGEMENT CONSULTANTS Inc. | 3,200 | $348,896 | $429,920.03 | $81,024.03 | 23.22% |
CJ Harrison DecisionPoint Financial LLC | 1 | $147 | $136.95 | -$10.05 | -6.84% |
Mariana Coli Dunhill Financial LLC | 191 | $29,499.36 | $26,529.9 | -$2,969.46 | -10.07% |
Lukas Lindgren Abound Wealth Management | 2 | $295.33 | $268.7 | -$26.63 | -9.02% |
Drew Phillips Fortitude Family Office LLC | 4 | $609.14 | $537.4 | -$71.74 | -11.78% |
Brian Matter Creative Capital Management Investments LLC | 3 | $445.14 | $403.05 | -$42.09 | -9.46% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 289 | $46,564.67 | $39,578.55 | -$6,986.12 | -15% |
David Bach River Street Advisors LLC | 6,338 | $941,639.31 | $851,510.36 | -$90,128.95 | -9.57% |
David Smith Linden Thomas Advisory Services LLC | 15,834 | $2.46M | $2.13M | -$329,915.64 | -13.43% |
| PIL PFG Investments LLC PFG Investments LLC | 1,859 | $235,683.82 | $249,756.67 | $14,072.85 | 5.97% |
Jacob Going Alpine Bank Wealth Management | 1,393 | $304,245.01 | $193,487.69 | -$110,757.32 | -36.4% |