| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 1,149 | $191,752 | $187,884.48 | -$3,867.52 | -2.02% |
Loni Adams Daymark Wealth Partners LLC | 1,600 | $432,860 | $254,800 | -$178,060 | -41.14% |
Brian Matter Creative Capital Management Investments LLC | 9 | $2,358.81 | $1,474.33 | -$884.48 | -37.5% |
| TA Thomas Anderman Whitford Management LLC | 8,484 | $2.3M | $1.36M | -$936,856.6 | -40.82% |
Paul L. Moffat Arista Wealth Management LLC | 1,530 | $255,296 | $249,405.3 | -$5,890.7 | -2.31% |
Dana Anspach Sensible Money LLC | 953 | $159,225.65 | $156,920.98 | -$2,304.67 | -1.45% |
Ira Ravitz Beverly Hills Private Wealth LLC | 4,471 | $127,244.15 | $724,659.68 | $597,415.53 | 469.5% |
David D. Jones Applied Finance Capital Management LLC | 1,116 | $301,911 | $184,223.7 | -$117,687.3 | -38.98% |
Kevin Kroskey True Wealth Design LLC | 19 | $3,571.12 | $3,161.79 | -$409.33 | -11.46% |
Jill Batley Gateway Wealth Partners LLC | 8,135 | $1.95M | $1.31M | -$641,707.24 | -32.89% |
| VIM Vinva Investment Management Ltd. Vinva Investment Management Ltd. | 5,239 | $1.31M | $830,591.06 | -$481,284.91 | -36.69% |
Amber Anderson Aspen Wealth Strategies LLC | 998 | $244,510 | $164,913.21 | -$79,596.79 | -32.55% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 12 | $3,004.22 | $1,969.92 | -$1,034.3 | -34.43% |
Courtney Holt Compound Planning, Inc. | 2,149 | $368,788.78 | $351,640.87 | -$17,147.91 | -4.65% |
Nemes Rush Group LLC Nemes Rush Group LLC | 11 | $2,165 | $1,747.46 | -$417.54 | -19.29% |
Ian Wang Plato Investment Management Ltd | 335 | $82,122.92 | $52,958.17 | -$29,164.75 | -35.51% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 21,357 | $3.62M | $3.53M | -$96,429.63 | -2.66% |
Norden Group LLC NORDEN GROUP LLC | 776 | $209,934 | $124,974.8 | -$84,959.2 | -40.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 735 | $118,106.27 | $122,083.5 | $3,977.23 | 3.37% |
Mathieu Cornu Pictet Asset Management Holding SA | 40,582 | $8.96M | $6.75M | -$2.21M | -24.62% |