| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dipen Mehta Invst LLC | 212,408 | $20.21M | $19.43M | -$775,498.22 | -3.84% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 6,212 | $583,671.37 | $569,919.94 | -$13,751.43 | -2.36% |
Kasey Fegan Corsicana & Co. | 490 | $46,643.1 | $44,839.9 | -$1,803.2 | -3.87% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 2,722 | $247,266 | $249,076.61 | $1,810.61 | 0.73% |
Suzanne Cross JTC Employer Solutions Trustee Ltd | 500 | $56,230 | $45,755 | -$10,475 | -18.63% |
Richard Slavik Newbridge Financial Services Group Inc. | 445 | $39,805.9 | $40,588.45 | $782.55 | 1.97% |
| BO Brian Oliveira Clear Street Group Inc. | 2,200 | $212,168 | $201,905 | -$10,263 | -4.84% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,853 | $174,182.85 | $170,012.75 | -$4,170.1 | -2.39% |
Sima Elimelech Activest Wealth Management | 6,172 | $553,892.29 | $562,948.12 | $9,055.83 | 1.63% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 31 | $2,760.24 | $2,846.42 | $86.18 | 3.12% |
Thomas Herbert VPR Management LLC | 4,300 | $468,958 | $394,503.5 | -$74,454.5 | -15.88% |
Ryan Charles Stout Theory Financial LLC | 37,995 | $3.66M | $3.49M | -$176,486.78 | -4.82% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,819 | $363,822.74 | $348,330.99 | -$15,491.75 | -4.26% |
| AS Audrey Soza Custos Family Office LLC | 13,389 | $1.23M | $1.23M | -$771.26 | -0.06% |
Timothy J. Landolt Endowment Wealth Management Inc. | 8,137 | $822,956 | $746,488.38 | -$76,467.62 | -9.29% |
Candace Cavalier Congress Wealth Management LLC / DE / | 72,611 | $7.35M | $6.66M | -$691,270.19 | -9.4% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 4,467 | $420,988.4 | $410,137.6 | -$10,850.8 | -2.58% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,424 | $421,398.8 | $405,902 | -$15,496.8 | -3.68% |
Jacob B. Rue Shore Point Advisors LLC | 20,420 | $1.78M | $1.87M | $91,459.87 | 5.13% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 4,555 | $450,766.2 | $417,055.8 | -$33,710.4 | -7.48% |