| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Silver INSTRUMENTAL WEALTH, LLC | 10,345 | $798,017.24 | $584,906.3 | -$213,110.94 | -26.71% |
Gregory Bosch Strategies Wealth Advisors, LLC | 30,717 | $2.15M | $1.73M | -$416,598.75 | -19.42% |
Alexandra Stickelman Root Financial Partners, LLC | 1,254 | $95,592.67 | $70,311.78 | -$25,280.89 | -26.45% |
Benjamin J. Jones National Wealth Management Group, LLC | 14,286 | $1.2M | $798,587.4 | -$401,161.18 | -33.44% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 10,030 | $638,148.05 | $562,382.1 | -$75,765.95 | -11.87% |
John Shanley Aspect Partners, LLC | 810 | $68,859.81 | $45,797.4 | -$23,062.41 | -33.49% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 111,984 | $7.23M | $6.28M | -$943,051.34 | -13.05% |
Thomas Dobbins New Republic Capital, LLC | 3,390 | $270,598.35 | $190,246.8 | -$80,351.55 | -29.69% |
Bradley Harsch Strategic Advocates LLC | 1,591 | $149,363.52 | $89,286.92 | -$60,076.6 | -40.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 57,466 | $4.66M | $3.21M | -$1.45M | -31.14% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 6,744 | $408,502.41 | $378,473.28 | -$30,029.13 | -7.35% |
Jae Cho Marex Group plc | 136,991 | $13.61M | $7.67M | -$5.95M | -43.68% |
Syon Capital LLC SYON CAPITAL LLC | 4,671 | $356,070.34 | $261,856.26 | -$94,214.08 | -26.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 78,143 | $5.35M | $4.38M | -$971,353.37 | -18.15% |
Mark Weber DecisionMap Wealth Management, LLC | 60,909 | $4.82M | $3.41M | -$1.41M | -29.29% |
James Rankin Modern Wealth Management, LLC | 3,537 | $209,940 | $198,284.22 | -$11,655.78 | -5.55% |
KKM Financial LLC KKM Financial LLC | 2,625 | $145,766.25 | $146,921.25 | $1,155 | 0.79% |
Benj Foor Frazier Financial Advisors, LLC | 3 | $213.95 | $168.18 | -$45.77 | -21.39% |
Amir Har-El Savvy Advisors, Inc. | 7,012 | $413,910 | $391,690.32 | -$22,219.68 | -5.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,470 | $418,756.38 | $304,788.4 | -$113,967.98 | -27.22% |