| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
IFS Group LLC IFS Group LLC | 959 | $315,578.13 | $242,531.1 | -$73,047.03 | -23.15% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 4 | $1,414 | $1,014.04 | -$399.96 | -28.29% |
United Financial Planning Group LLC United Financial Planning Group LLC | 26 | $7,261 | $6,575.4 | -$685.6 | -9.44% |
| BML Berman McAleer LLC Berman McAleer LLC | 1,181 | $387,286.93 | $304,833.81 | -$82,453.12 | -21.29% |
Jon Borer Capitolis Liquid Global Markets LLC | 84,472 | $23.96M | $21.41M | -$2.55M | -10.64% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 1,383 | $469,771.55 | $350,479.86 | -$119,291.69 | -25.39% |
Virtue Asset Management LLC Virtue Asset Management LLC | 1,704 | $475,842 | $430,941.6 | -$44,900.4 | -9.44% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 22 | $7,469.25 | $5,577.22 | -$1,892.03 | -25.33% |
Gassan Kassira Kassira Wealth Management LLC | 6,964 | $2.25M | $1.76M | -$484,617.26 | -21.58% |
Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 320 | $89,360 | $81,094.4 | -$8,265.6 | -9.25% |