| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 40,573 | $445,073.45 | $247,901.03 | -$197,172.42 | -44.3% |
Amir Har-El Savvy Advisors, Inc. | 10,764 | $103,832.75 | $65,768.04 | -$38,064.71 | -36.66% |
United Advisor Group LLC United Advisor Group, LLC | 24,085 | $265,025 | $147,159.35 | -$117,865.65 | -44.47% |
Joshua Stipcich Tidemark, LLC | 2,134 | $23,857.3 | $13,038.74 | -$10,818.56 | -45.35% |
David P. Cushing nVerses Capital, LLC | 38,781 | $364,005.76 | $236,951.91 | -$127,053.85 | -34.9% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 14,632 | $164,640.9 | $89,401.52 | -$75,239.38 | -45.7% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 95,767 | $926,066.83 | $585,136.37 | -$340,930.46 | -36.81% |
Jessica Vickery BlueChip Wealth Advisors LLC | 24,676 | $244,571.12 | $150,770.36 | -$93,800.76 | -38.35% |
David Millar Gen-Wealth Partners Inc | 9,500 | $104,500 | $58,045 | -$46,455 | -44.45% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 186,522 | $1.89M | $1.14M | -$749,809.23 | -39.68% |
Andrew Bowers BridgePort Financial Solutions, LLC | 12,233 | $139,024.56 | $74,743.63 | -$64,280.93 | -46.24% |
| MWA Merkkuri Wealth Advisors LLC Merkkuri Wealth Advisors LLC | 107 | $734 | $653.77 | -$80.23 | -10.93% |
Jefferson H. West Legacy Investment Solutions LLC | 7,711 | $87,674.15 | $47,114.21 | -$40,559.94 | -46.26% |
Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 208,062 | $1.97M | $1.27M | -$701,168.57 | -35.55% |
North Ground Capital North Ground Capital | 75,000 | $725,250.02 | $458,250 | -$267,000.02 | -36.81% |
| TCM TT Capital Management LLC TT Capital Management LLC | 25,832 | $245,567.98 | $157,833.52 | -$87,734.46 | -35.73% |
| REI Rydar Equities Inc. Rydar Equities Inc. | 15,326 | $145,705.34 | $93,258.71 | -$52,446.63 | -35.99% |
Matthew Jenkins GatePass Capital LLC | 22,500 | $237,411 | $136,237.5 | -$101,173.5 | -42.62% |
Adam Weisner Sherman Porfolios LLC | 143,122 | $1.38M | $868,750.54 | -$515,241.52 | -37.23% |