| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 90 | $3,485.7 | $2,552.4 | -$933.3 | -26.78% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 43,315 | $1.43M | $1.23M | -$197,723.04 | -13.86% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 100 | $4,187 | $2,872 | -$1,315 | -31.41% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,202 | $325,287.7 | $204,248.72 | -$121,038.98 | -37.21% |
| WJ William Jollie Quent Capital LLC | 1,429 | $48,325.31 | $40,647.9 | -$7,677.41 | -15.89% |
Michael Byun SageView Advisory Group LLC | 2,637 | $102,132 | $75,009.46 | -$27,122.54 | -26.56% |
Matthew Friedwald ParaFi Capita LLP | 520,000 | $22.36M | $14.75M | -$7.61M | -34.05% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 204 | $7,443.96 | $5,802.78 | -$1,641.18 | -22.05% |
Allison Brooke Blake WorthPointe LLC | 7,131 | $361,042.53 | $202,841.29 | -$158,201.24 | -43.82% |
Jeffrey Gilbert Balboa Wealth Partners | 50,333 | $1.86M | $1.44M | -$421,181.63 | -22.66% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 16,736 | $596,844.04 | $476,055.52 | -$120,788.52 | -20.24% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 20 | $838 | $567.4 | -$270.6 | -32.29% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 24,586 | $1.03M | $703,036.67 | -$326,197.81 | -31.69% |
Mark Mowrey Signature Resources Capital Management LLC | 19 | $795.57 | $539.88 | -$255.69 | -32.14% |
Mariana Coli Dunhill Financial LLC | 201 | $8,416 | $5,747.59 | -$2,668.41 | -31.71% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,075 | $32,763.61 | $30,750.37 | -$2,013.24 | -6.14% |
Lukas Lindgren Abound Wealth Management | 30 | $1,396 | $862.65 | -$533.35 | -38.21% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 25,440 | $997,733.64 | $727,456.8 | -$270,276.84 | -27.09% |
Jill Grimes Centurion Wealth Management LLC | 92,440 | $2.43M | $2.64M | $212,205.15 | 8.73% |
Brian Dechow SWAN Capital LLC | 82 | $3,433.01 | $2,344.79 | -$1,088.22 | -31.7% |