| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 3,535 | $426,331.99 | $320,518.45 | -$105,813.54 | -24.82% |
Edward Lowndes Angeles Wealth Management LLC | 2,729 | $271,644.66 | $195,860.33 | -$75,784.33 | -27.9% |
James M. Perkins Quantum Private Wealth LLC | 3,100 | $358,995 | $222,487 | -$136,508 | -38.03% |
Kevin Zemann WealthPlan Investment Management LLC | 2,650 | $205,295.5 | $190,190.5 | -$15,105 | -7.36% |
Vito Collacuro Sutton Place Investors LLC | 2,205 | $219,485.7 | $198,207.45 | -$21,278.25 | -9.69% |
David W. Chenet Presidio Capital Management LLC | 2,151 | $214,110.54 | $154,377.27 | -$59,733.27 | -27.9% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 566 | $92,292.23 | $40,621.82 | -$51,670.41 | -55.99% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 320 | $40,921.44 | $22,966.4 | -$17,955.04 | -43.88% |
Mark Mowrey Signature Resources Capital Management LLC | 50 | $4,977 | $3,588.5 | -$1,388.5 | -27.9% |
Anita Woodhouse V-Square Quantitative Management LLC | 244 | $18,902.43 | $17,511.88 | -$1,390.55 | -7.36% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 71,256 | $5.23M | $5.11M | -$117,010.92 | -2.24% |
Rachel Faulk Cape Investment Advisory Inc. | 5 | $498 | $449.45 | -$48.55 | -9.75% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 227 | $17,428.76 | $16,291.79 | -$1,136.97 | -6.52% |
Lukas Lindgren Abound Wealth Management | 31 | $2,865.52 | $2,224.87 | -$640.65 | -22.36% |
Drew Phillips Fortitude Family Office LLC | 8 | $578.5 | $574.16 | -$4.34 | -0.75% |
Matthew Zienty Cardinal Point Capital Management ULC | 5,200 | $402,844 | $373,204 | -$29,640 | -7.36% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,202 | $327,796.27 | $301,577.54 | -$26,218.73 | -8% |
Loni Adams Daymark Wealth Partners LLC | 2,412 | $240,090 | $173,109.24 | -$66,980.76 | -27.9% |
| TA Thomas Anderman Whitford Management LLC | 6,447 | $706,101.77 | $678,611.22 | -$27,490.55 | -3.89% |
Belena Vincetti Fortis Capital Advisors LLC | 10,919 | $1.09M | $783,656.63 | -$303,220.37 | -27.9% |