| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TS Todd Stoner Disciplined Investors LLC | 3,722 | $560,457.29 | $406,181.86 | -$154,275.43 | -27.53% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 50 | $7,707 | $5,387.5 | -$2,319.5 | -30.1% |
David W. Sommer St. Clair Advisors LLC | 19,190 | $2.21M | $2.1M | -$113,576.8 | -5.14% |
MSH Capital Advisors LLC MSH Capital Advisors LLC | 7,412 | $1.04M | $800,977.78 | -$234,594.61 | -22.65% |
| SCL Stance Capital LLC Stance Capital LLC | 100 | $11,767 | $10,767 | -$1,000 | -8.5% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 12,056 | $1.81M | $1.31M | -$497,560.5 | -27.48% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 12,197 | $1.9M | $1.3M | -$607,951.09 | -31.91% |
Rossby Financial LLC Rossby Financial LLC | 2,964 | $353,143.07 | $323,846.64 | -$29,296.43 | -8.3% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 2 | $308.4 | $215.2 | -$93.2 | -30.22% |
| DF Debbie Fox Texas Bank & Trust Co | 5,340 | $789,774.2 | $578,375.4 | -$211,398.8 | -26.77% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 3,955 | $641,291.79 | $427,297.8 | -$213,993.99 | -33.37% |
Headland Capital LLC Headland Capital LLC | 1,961 | $335,055.46 | $213,562.7 | -$121,492.76 | -36.26% |
| JH Julie Hazzard 10Elms LLP | 4,584 | $683,782.69 | $490,533.84 | -$193,248.85 | -28.26% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 3,353 | $394,595 | $369,500.6 | -$25,094.4 | -6.36% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 500 | $86,210 | $53,570 | -$32,640 | -37.86% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 26 | $4,482.94 | $2,791.36 | -$1,691.58 | -37.73% |
Cura Wealth Advisors LLC Cura Wealth Advisors LLC | 2,252 | $374,370.59 | $248,147.88 | -$126,222.71 | -33.72% |
| SDL Scott D. Lasky Lionshead Wealth Management LLC | 2,585 | $436,800.74 | $283,729.6 | -$153,071.14 | -35.04% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 29 | $3,335 | $3,149.4 | -$185.6 | -5.57% |
| WJ William Jones TEMA ETFs LLC | 14,855 | $2.41M | $1.58M | -$830,611.58 | -34.4% |