| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joshua Moeller Hill Island Financial LLC | 893 | $328,334.72 | $273,624.13 | -$54,710.59 | -16.66% |
Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 1,840 | $581,214.48 | $566,085.2 | -$15,129.28 | -2.6% |
Brian Ramsay Wealthspan Partners LLC | 1,622 | $471,600.62 | $479,317.24 | $7,716.62 | 1.64% |
Ana-Maria Ignat Covestor Ltd | 194 | $64,591.49 | $59,798.56 | -$4,792.93 | -7.42% |
Kathryn Brown Morton Brown Family Wealth LLC | 197 | $70,225.07 | $58,215.47 | -$12,009.6 | -17.1% |
Lonny Elfenbein West Michigan Advisors LLC | 6,142 | $2.1M | $1.82M | -$286,571.07 | -13.64% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 1,003 | $400,892.02 | $296,396.54 | -$104,495.48 | -26.07% |
John Gorlow Cardiff Park Advisors LLC | 1,604 | $652,727.25 | $473,998.06 | -$178,729.19 | -27.38% |
Stefan Demuth Ameliora Wealth Management Ltd. | 300 | $121,557 | $88,176 | -$33,381 | -27.46% |
Eric Lai Archvest Wealth Advisors Inc. | 1,410 | $493,795.04 | $432,052.2 | -$61,742.84 | -12.5% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,518 | $1.43M | $1.03M | -$397,537.2 | -27.77% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,803 | $716,687.67 | $553,827.51 | -$162,860.16 | -22.72% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 2,956 | $925,400.78 | $907,137.01 | -$18,263.77 | -1.97% |
Jay Richards Investment Advisory Group LLC | 800 | $272,521.62 | $235,136.01 | -$37,385.61 | -13.72% |
| JN John Nunn Paradigm Capital Management LLC/NV | 1,076 | $394,504.64 | $328,115.44 | -$66,389.2 | -16.83% |
| CB Catherine Bluvol Next Level Private LLC | 6,896 | $2.54M | $2.03M | -$516,149.53 | -20.3% |
Brian Kellett Kellett Wealth Advisors LLC | 1,049 | $396,588.97 | $323,343.75 | -$73,245.22 | -18.47% |
Andrew Burkey Joseph Group Capital Management | 22,944 | $7.88M | $6.78M | -$1.1M | -13.98% |
Sean Reitenbach Prosperity Consulting Group LLC | 19,110 | $7.53M | $5.65M | -$1.88M | -24.99% |
Kathleen Thornhill Confluence Wealth Services Inc. | 19,731 | $6.15M | $5.83M | -$318,976.91 | -5.19% |