| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jenna Laws Evexia Wealth LLC | 63,434 | $3.71M | $3.59M | -$121,435.84 | -3.28% |
David Silver INSTRUMENTAL WEALTH, LLC | 10,345 | $798,017.24 | $565,974.95 | -$232,042.29 | -29.08% |
Gregory Bosch Strategies Wealth Advisors, LLC | 33,962 | $2.31M | $1.86M | -$451,777.48 | -19.55% |
Benjamin J. Jones National Wealth Management Group, LLC | 14,286 | $1.2M | $781,587.06 | -$418,161.52 | -34.85% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 9,280 | $591,603.05 | $512,534.4 | -$79,068.65 | -13.37% |
John Shanley Aspect Partners, LLC | 810 | $68,859.81 | $44,315.1 | -$24,544.71 | -35.64% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 109,405 | $7.07M | $5.99M | -$1.08M | -15.31% |
Bradley Harsch Strategic Advocates LLC | 1,591 | $149,363.52 | $87,680.01 | -$61,683.51 | -41.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 61,541 | $4.87M | $3.37M | -$1.5M | -30.8% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 6,744 | $408,502.41 | $368,964.24 | -$39,538.17 | -9.68% |
Jae Cho Marex Group plc | 156,056 | $14.59M | $8.54M | -$6.04M | -41.44% |
Syon Capital LLC SYON CAPITAL LLC | 283,149 | $14.57M | $15.5M | $927,204.47 | 6.36% |
Kevin Bresler TD Waterhouse Canada Inc. | 103 | $5,258 | $5,635.13 | $377.13 | 7.17% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 785 | $40,075 | $42,947.35 | $2,872.35 | 7.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 78,143 | $5.35M | $4.28M | -$1.08M | -20.12% |
Mark Weber DecisionMap Wealth Management, LLC | 65,390 | $5.05M | $3.58M | -$1.47M | -29.15% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $213.95 | $169.56 | -$44.39 | -20.75% |
Amir Har-El Savvy Advisors, Inc. | 7,012 | $413,910 | $383,626.52 | -$30,283.48 | -7.32% |
United Advisor Group LLC United Advisor Group, LLC | 4,325 | $220,791 | $236,620.75 | $15,829.75 | 7.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,470 | $418,756.38 | $301,451.7 | -$117,304.68 | -28.01% |