| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 13,058 | $250,526.24 | $143,572.71 | -$106,953.53 | -42.69% |
James Rankin Modern Wealth Management, LLC | 340,091 | $6.79M | $3.74M | -$3.05M | -44.91% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 33,593 | $679,256.89 | $368,011.31 | -$311,245.58 | -45.82% |
Amir Har-El Savvy Advisors, Inc. | 26,383 | $474,921.66 | $289,553.42 | -$185,368.24 | -39.03% |
Owen McCabe Tyche Wealth Partners LLC | 20,287 | $206,522 | $223,055.56 | $16,533.56 | 8.01% |
United Advisor Group LLC United Advisor Group, LLC | 287,102 | $5.17M | $3.16M | -$2.01M | -38.93% |
| MG Melissa Glennie Capital Management Associates, Inc | 15,017 | $286,374.23 | $164,811.57 | -$121,562.66 | -42.45% |
Andrea Butler Sequent Planning LLC | 33,637 | $651,419.08 | $370,511.55 | -$280,907.53 | -43.12% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 75 | $1,111 | $826.12 | -$284.88 | -25.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,439 | $39,271.43 | $27,024.12 | -$12,247.31 | -31.19% |
Chandler te Velde Maia Wealth LLC | 438,015 | $8.77M | $4.82M | -$3.95M | -45.01% |
Adam Hill Bey-Douglas LLC | 33,152 | $337,492 | $365,500.8 | $28,008.8 | 8.3% |
David P. Cushing nVerses Capital, LLC | 55,620 | $566,211 | $616,269.6 | $50,058.6 | 8.84% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 83,801 | $1.66M | $923,487.02 | -$736,563.13 | -44.37% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 403 | $8,047.91 | $4,474.99 | -$3,572.92 | -44.4% |
Todd A. Rustman Clarity Capital Partners LLC | 18,545 | $373,353.12 | $205,478.6 | -$167,874.52 | -44.96% |
Kyle Jones Pineridge Advisors LLC | 6,988 | $140,737.76 | $77,596.15 | -$63,141.61 | -44.86% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 214,846 | $2.98M | $2.38M | -$603,736.48 | -20.23% |
Jessica Vickery BlueChip Wealth Advisors LLC | 10,095 | $209,471.3 | $112,096.9 | -$97,374.4 | -46.49% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 105,371 | $1.7M | $1.16M | -$539,703.59 | -31.66% |