| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 24,355.29 | $2.06M | $1.34M | -$719,426.65 | -34.99% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 45,505.45 | $2.39M | $2.52M | $133,116.38 | 5.58% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 66.6 | $5,058 | $3,630.37 | -$1,427.63 | -28.23% |
Jae Cho Marex Group plc | 466,048.82 | $31.39M | $25.66M | -$5.73M | -18.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,382.61 | $303,416.56 | $347,916.13 | $44,499.57 | 14.67% |
Robert Shea NEOS Investment Management LLC | 425,411.5 | $18.71M | $23.08M | $4.37M | 23.37% |
Joseph C. Gissy Tactive Advisors, LLC | 41,581.04 | $2.68M | $2.29M | -$387,065.52 | -14.44% |
Amir Har-El Savvy Advisors, Inc. | 17,155.16 | $662,359.12 | $947,307.99 | $284,948.87 | 43.02% |
United Advisor Group LLC United Advisor Group, LLC | 3,964.7 | $267,050.16 | $214,886.63 | -$52,163.53 | -19.53% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 5,371.29 | $255,340.38 | $296,119.22 | $40,778.84 | 15.97% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 5,254.74 | $376,384.71 | $290,744.76 | -$85,639.95 | -22.75% |
Joshua Stipcich Tidemark, LLC | 65.93 | $3,775.97 | $3,642.85 | -$133.12 | -3.53% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 349.32 | $16,023.17 | $19,174.01 | $3,150.84 | 19.66% |
Adam Colby Wealth Group Ltd | 3,924.07 | $144,247.46 | $216,373.33 | $72,125.87 | 50% |
Jonathan Chatfield LM Advisors LLC | 6,569.42 | $241,121.84 | $362,763.59 | $121,641.75 | 50.45% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 13,302.02 | $886,031.64 | $730,280.79 | -$155,750.85 | -17.58% |
Alan Gilmore Private Wealth Management Group, LLC | 430.24 | $33,451.41 | $23,839.38 | -$9,612.03 | -28.73% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 26,739.57 | $1.23M | $1.48M | $252,469.9 | 20.54% |
Angela Mari Abich Financial Wealth Management LLC | 18,483.5 | $1.75M | $1.01M | -$743,683.54 | -42.52% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,984.68 | $133,793.61 | $109,971.12 | -$23,822.49 | -17.81% |