| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
REAP Financial Group LLC REAP Financial Group LLC | 1,124 | $405,689.64 | $332,153.25 | -$73,536.39 | -18.13% |
Patrick Byrne Aspetuck Financial Management LLC | 954 | $371,582.93 | $291,771.36 | -$79,811.57 | -21.48% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 1,454 | $564,834.74 | $453,546.22 | -$111,288.52 | -19.7% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 8,233 | $3.13M | $2.58M | -$557,003.8 | -17.78% |
VestGen Advisors LLC VestGen Advisors LLC | 14,793 | $5.41M | $4.53M | -$875,104.71 | -16.18% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 1,088 | $421,616.24 | $339,352.64 | -$82,263.6 | -19.51% |
One Wealth Capital Management LLC One Wealth Capital Management LLC | 2,103 | $773,676.17 | $660,068.61 | -$113,607.56 | -14.68% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,474 | $961,932.83 | $731,091.76 | -$230,841.07 | -24% |
Allyson Mickool Florida Financial Advisors LLC | 4,300 | $1.5M | $1.27M | -$232,687.04 | -15.48% |
Grant Reeves CVFG LLC | 6,312 | $2.08M | $1.97M | -$107,216.25 | -5.16% |
Tony Edwards BankPlus Wealth Management LLC | 2,071 | $797,191.44 | $639,400.54 | -$157,790.9 | -19.79% |
| CAL Caxton Associates LLP Caxton Associates LLP | 4,919 | $1.72M | $1.51M | -$203,001.78 | -11.84% |
Scott Arwin Ring Mountain Capital LLC | 771 | $312,358.26 | $237,352.35 | -$75,005.91 | -24.01% |
Elizabeth Arce Sovran Advisors LLC | 3,764 | $1.46M | $1.11M | -$350,464.32 | -23.96% |
Westmount Partners LLC Westmount Partners LLC | 6,536 | $2.06M | $2.04M | -$18,868.03 | -0.92% |
| EJK Edward J. King Graney & King LLC | 156 | $60,719.26 | $46,099.56 | -$14,619.7 | -24.08% |
| RL Rajendra Lachman Berbice Capital Management LLC | 3,550 | $1.38M | $1.09M | -$293,761.9 | -21.28% |
| JB Jeff Burrow Sierra Ocean LLC | 1,285 | $477,660.92 | $392,439 | -$85,221.92 | -17.84% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 570 | $219,093.37 | $168,440.71 | -$50,652.66 | -23.12% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 4,615 | $1.73M | $1.41M | -$322,281.91 | -18.59% |