| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 5,182 | $1.38M | $952,503.42 | -$427,985.54 | -31% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,369 | $200,134.11 | $249,910.95 | $49,776.84 | 24.87% |
Michelle McCarthy Vantage Financial Partners LLC | 1,466 | $323,793.18 | $265,521.92 | -$58,271.26 | -18% |
William Jollie Quent Capital LLC | 147 | $39,923.58 | $27,020.07 | -$12,903.51 | -32.32% |
Marc H. Stone Tyler-Stone Wealth Management | 1,000 | $350,490 | $178,460 | -$172,030 | -49.08% |
Missy Straw Nilsine Partners LLC | 6,721 | $629,772.24 | $1.19M | $558,433.35 | 88.67% |
| EM Erin Mccann Simplicity Wealth LLC | 2,812 | $949,021.88 | $505,302.34 | -$443,719.54 | -46.76% |
| YH Yanjuan Huang Vienna Asset Management LLC | 20,865 | $5.63M | $3.75M | -$1.88M | -33.38% |
Matthew Friedwald ParaFi Capita LLP | 13,484 | $4.63M | $2.33M | -$2.3M | -49.65% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4 | $688.92 | $703.04 | $14.12 | 2.05% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,377 | $543,038.4 | $625,589.25 | $82,550.85 | 15.2% |
David K. Balsdon Harvest Portfolios Group Inc. | 622,911 | $140.84M | $110.95M | -$29.88M | -21.22% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 11,321 | $2.51M | $2.01M | -$502,551.42 | -20% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,333 | $2.77M | $2.27M | -$503,739.46 | -18.18% |
James M. Perkins Quantum Private Wealth LLC | 1,690 | $292,248.9 | $308,509.5 | $16,260.6 | 5.56% |
| TL Tradewinds LLC Tradewinds LLC | 16,165 | $2.47M | $2.93M | $453,597.06 | 18.33% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 162 | $56,779.71 | $29,155.14 | -$27,624.57 | -48.65% |
CJ Harrison DecisionPoint Financial LLC | 3 | $1,006 | $551.43 | -$454.57 | -45.19% |
| JG John Ginter Callan Family Office LLC | 4,268 | $1.38M | $772,678.72 | -$611,281.22 | -44.17% |
Rodrigo Diaz Plan Group Financial LLC | 2,374 | $414,524.01 | $421,741.34 | $7,217.33 | 1.74% |