| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 55,238 | $622,532.26 | $505,980.08 | -$116,552.18 | -18.72% |
Brian Matter Creative Capital Management Investments LLC | 13 | $146.51 | $116.87 | -$29.64 | -20.23% |
Sheryl Stephens Stephens Consulting LLC | 127 | $2,926 | $1,165.22 | -$1,760.78 | -60.18% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 4,259 | $49,591.32 | $38,288.41 | -$11,302.91 | -22.79% |
Crystal McKeon TSA Wealth Managment LLC | 18,218 | $205,316.86 | $163,597.64 | -$41,719.22 | -20.32% |
Kevin Kroskey True Wealth Design LLC | 188 | $4,927.78 | $1,690.12 | -$3,237.66 | -65.7% |
| DD Damir Durkovic Entropy Technologies, LP | 63,634 | $897,234.71 | $571,751.49 | -$325,483.22 | -36.28% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,794 | $23,226.9 | $16,074.24 | -$7,152.66 | -30.79% |
Staci Compagno Portside Wealth Group, LLC | 12,238 | $137,922.26 | $112,161.27 | -$25,760.99 | -18.68% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 14,128 | $159,222.56 | $127,293.28 | -$31,929.28 | -20.05% |
Norden Group LLC NORDEN GROUP LLC | 136,282 | $1.54M | $1.24M | -$299,138.99 | -19.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 952 | $24,704.71 | $8,244.32 | -$16,460.39 | -66.63% |
Mathieu Cornu Pictet Asset Management Holding SA | 437,724 | $18.51M | $3.94M | -$14.57M | -78.74% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 1 | $60.74 | $9.43 | -$51.31 | -84.47% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,501 | $707,657.85 | $192,971.47 | -$514,686.38 | -72.73% |
Kevin Bresler TD Waterhouse Canada Inc. | 554 | $8,655.8 | $5,224.22 | -$3,431.58 | -39.64% |
James Rankin Modern Wealth Management, LLC | 17,605 | $198,408.35 | $159,325.25 | -$39,083.1 | -19.7% |
Amir Har-El Savvy Advisors, Inc. | 47,378 | $600,982.17 | $424,269.99 | -$176,712.18 | -29.4% |
Curtis Burkholder Bare Financial Services, Inc | 101 | $2,241.77 | $907.99 | -$1,333.78 | -59.5% |
Keisuke Ichihara Rakuten Securities, Inc. | 64 | $2,326.32 | $603.52 | -$1,722.8 | -74.06% |