| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 4,679 | $1.7M | $1.38M | -$325,693.37 | -19.15% |
Staci Compagno Portside Wealth Group, LLC | 7,937 | $2.64M | $2.35M | -$297,458.08 | -11.25% |
Courtney Holt Compound Planning, Inc. | 11,270 | $4.19M | $3.45M | -$741,010.3 | -17.69% |
Katherine Stoner Empower Advisory Group, LLC | 418,548 | $132.37M | $123.69M | -$8.68M | -6.56% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,380 | $452,079.64 | $405,609.61 | -$46,470.03 | -10.28% |
Nemes Rush Group LLC Nemes Rush Group LLC | 64,285 | $21.02M | $19.62M | -$1.4M | -6.65% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,100 | $388,027 | $323,312.01 | -$64,714.99 | -16.68% |
Scott Kapusta First County Bank /CT/ | 4,417 | $1.46M | $1.3M | -$156,822.26 | -10.78% |
Ian Wang Plato Investment Management Ltd | 22,240 | $8.46M | $6.57M | -$1.89M | -22.32% |
Shawn Scholz Impact Partnership Wealth, LLC | 5,744 | $2.08M | $1.7M | -$380,563.55 | -18.31% |
Chad Tobin Slagle Financial, LLC | 1,673 | $575,903.63 | $494,488.63 | -$81,415 | -14.14% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,902 | $607,866.05 | $580,870.8 | -$26,995.25 | -4.44% |
John Shanley Aspect Partners, LLC | 259 | $90,490.72 | $78,989.82 | -$11,500.9 | -12.71% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 383 | $119,647.22 | $118,055.92 | -$1,591.3 | -1.33% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,762 | $581,868.49 | $517,887.06 | -$63,981.43 | -11% |
Kure Advisory LLC Kure Advisory, LLC | 1,061 | $366,081.82 | $324,045.31 | -$42,036.51 | -11.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 20,363 | $7.34M | $6.21M | -$1.13M | -15.35% |
Bradley H. Owens LJI Wealth Management, LLC | 1,294 | $414,495.4 | $380,332.49 | -$34,162.91 | -8.24% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,551 | $522,753.91 | $474,303.55 | -$48,450.36 | -9.27% |
Annmarie Young KPP Advisory Services LLC | 6,430 | $2.05M | $1.9M | -$152,638.67 | -7.44% |