| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Winthrop Advisory Group Winthrop Advisory Group LLC | 2,002 | $420,719.66 | $341,881.54 | -$78,838.12 | -18.74% |
Vectors Research Management Vectors Research Management LLC | 8,661 | $1.62M | $1.48M | -$137,710.03 | -8.52% |
Austin Private Wealth Austin Private Wealth LLC | 1,759 | $481,403.07 | $300,384.43 | -$181,018.64 | -37.6% |
SkyOak Wealth SkyOak Wealth LLC | 1,245 | $232,404.15 | $212,608.65 | -$19,795.5 | -8.52% |
Blue Zone Wealth Advisors Blue Zone Wealth Advisors LLC | 37,977 | $8.9M | $6.49M | -$2.42M | -27.14% |
| MC Michael Corrigan Advocate Group LLC | 16,933 | $4.15M | $2.89M | -$1.26M | -30.38% |
Christian McGill CFC Planning Co. LLC | 13,730 | $4.03M | $2.34M | -$1.69M | -41.84% |
| MI Mina Iskander Darlington Partners Capital Management LP | 1.56M | $336.03M | $266.72M | -$69.31M | -20.63% |
Daniel Russell Naviter Wealth LLC | 7,795 | $1.81M | $1.33M | -$480,143.51 | -26.51% |
| RR rosemary richard WCG Wealth Advisors LLC | 30,462 | $7.96M | $5.2M | -$2.75M | -34.61% |
| YA Yinka Akinsola Blue Trust Inc. | 9,914 | $2.86M | $1.69M | -$1.17M | -40.89% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 27,140 | $7.28M | $4.63M | -$2.65M | -36.34% |
Jeff Ameen Spire Wealth Management | 3,683 | $970,617.26 | $628,945.91 | -$341,671.35 | -35.2% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 13,416 | $2.1M | $2.29M | $189,299.76 | 9.01% |
| MD Michelle Dubey Yousif Capital Management LLC | 84,397 | $20.38M | $14.41M | -$5.97M | -29.29% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 2,065 | $323,502.9 | $352,640.05 | $29,137.15 | 9.01% |
Jason Kaplan Howard Capital Management Group LLC | 128,016 | $26.73M | $21.86M | -$4.87M | -18.22% |
| RC Rajesh Chelapurath Ceera Investments LLC | 21,573 | $3.14M | $3.68M | $548,733.09 | 17.5% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 1,611 | $432,327.96 | $275,110.47 | -$157,217.49 | -36.37% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,812 | $2.16M | $1.33M | -$821,447.79 | -38.11% |