| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Legacy Wealth Managment LLC/ID Legacy Wealth Managment LLC/ID | 163 | $3,976 | $2,788.93 | -$1,187.07 | -29.86% |
| KFS Keystone Financial Services LLC Keystone Financial Services LLC | 24,566 | $660,123.14 | $420,324.26 | -$239,798.88 | -36.33% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 165 | $5,196.02 | $2,823.15 | -$2,372.87 | -45.67% |
| MP Marcus Pimentel SLT Holdings LLC | 15,577 | $528,908.42 | $266,522.47 | -$262,385.95 | -49.61% |
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 6,000 | $235,058.18 | $102,660 | -$132,398.18 | -56.33% |
| JB Joshalyn Baca TigerOak Management LLC | 32,705 | $1.08M | $559,582.55 | -$515,443.72 | -47.95% |
| MK Matthew Klein Matauro LLC | 182,689 | $4.91M | $3.13M | -$1.79M | -36.38% |
| AH Amanda Holloway Illumine Investment Management LLC | 25,149 | $762,336.27 | $430,299.39 | -$332,036.88 | -43.55% |
| IAL IFC Advisors LLC IFC Advisors LLC | 13,526 | $416,007.68 | $231,429.86 | -$184,577.82 | -44.37% |
| SC Stacey Cole Haven Private LLC | 184,164 | $5.72M | $3.15M | -$2.57M | -44.94% |
| RCA Runnymede Capital Advisors Inc. Runnymede Capital Advisors Inc. | 16,327 | $324,254 | $279,354.97 | -$44,899.03 | -13.85% |
| FFP Freedom Financial Partners LLC Freedom Financial Partners LLC | 37,342 | $1.13M | $638,921.62 | -$492,704.96 | -43.54% |
| DN Daniel Newman Noble Wealth Management PBC | 1,912 | $70,330.77 | $32,714.32 | -$37,616.45 | -53.48% |
| CWM Copia Wealth Management Copia Wealth Management | 11,197 | $327,669.05 | $191,580.67 | -$136,088.38 | -41.53% |
| NR Nicole Reese WPG Advisers LLC | 377 | $11,872 | $6,450.47 | -$5,421.53 | -45.67% |
| JB Justin Boggs Optima Capital LLC | 10 | $281 | $171.1 | -$109.9 | -39.11% |
| FQ Feng Qian Q Fund Management (Hong Kong) Ltd. | 18,000 | $315,668 | $307,980 | -$7,688 | -2.43% |
| EWA Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 36,166 | $1.06M | $618,800.26 | -$440,456.17 | -41.58% |