| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Zemann WealthPlan Investment Management LLC | 23,002 | $362,589.86 | $326,168.36 | -$36,421.5 | -10.04% |
Vito Collacuro Sutton Place Investors LLC | 33,160 | $1.03M | $458,934.4 | -$575,034.25 | -55.61% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 565 | $20,850.43 | $8,079.5 | -$12,770.93 | -61.25% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 219,518 | $3.46M | $3.15M | -$313,020.99 | -9.05% |
CJ Harrison DecisionPoint Financial LLC | 10 | $134.6 | $141.8 | $7.2 | 5.35% |
| JG John Ginter Callan Family Office LLC | 28,802 | $488,277.95 | $412,012.61 | -$76,265.34 | -15.62% |
Albert Moore First National Advisers LLC | 32,766 | $938,568.51 | $448,894.2 | -$489,674.31 | -52.17% |
Anita Woodhouse V-Square Quantitative Management LLC | 23,431 | $504,188.53 | $332,251.58 | -$171,936.95 | -34.1% |
Mariana Coli Dunhill Financial LLC | 47 | $763.53 | $666.46 | -$97.07 | -12.71% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 264 | $3,554.43 | $3,788.4 | $233.97 | 6.58% |
Lukas Lindgren Abound Wealth Management | 55 | $741 | $780.17 | $39.17 | 5.29% |
Drew Phillips Fortitude Family Office LLC | 1,591 | $23,069.09 | $22,560.38 | -$508.71 | -2.21% |
Brian Dechow SWAN Capital LLC | 5,514 | $153,908.1 | $76,313.76 | -$77,594.34 | -50.42% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 12,683 | $170,713.18 | $175,532.72 | $4,819.54 | 2.82% |
Brian Matter Creative Capital Management Investments LLC | 62 | $834.52 | $879.16 | $44.64 | 5.35% |
| YG Youse Guia DoubleLine ETF Adviser LP | 23,940 | $322,232 | $327,978 | $5,746 | 1.78% |
Stephen Smith Kestra Investment Management LLC | 61,445 | $965,915.44 | $850,398.8 | -$115,516.64 | -11.96% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 8 | $125.77 | $113.44 | -$12.33 | -9.8% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 15,398 | $303,903.98 | $213,108.32 | -$90,795.66 | -29.88% |
Kevin Kroskey True Wealth Design LLC | 5,951 | $86,202.66 | $84,385.18 | -$1,817.48 | -2.11% |