| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bruce Barton Parkworth Wealth Management, Inc. | 2.12 | $932 | $515.75 | -$416.25 | -44.66% |
Sanket Patel Paradoxiom Capital L.P. | 18,348.93 | $7.68M | $4.46M | -$3.22M | -41.91% |
Alexander Becker Codex Capital Asset Management L.L.C. | 17,525 | $6.86M | $4.26M | -$2.6M | -37.92% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 4,747.44 | $1.92M | $1.15M | -$769,673.32 | -40.01% |
Carmen McClennon WR Wealth Planners, LLC | 1,209.54 | $436,339.46 | $293,978.7 | -$142,360.76 | -32.63% |
Chad Warrick Summit Wealth Partners, LLC | 1,283.5 | $480,485.29 | $311,954.68 | -$168,530.61 | -35.08% |
Alison Gould Persium Advisors, LLC | 1,963 | $824,723.83 | $477,107.16 | -$347,616.67 | -42.15% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 957 | $387,930.7 | $238,092.02 | -$149,838.68 | -38.63% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 5,199 | $1.72M | $1.26M | -$460,620.65 | -26.71% |
| EM Eric Myers Carrera Capital Advisors | 858 | $344,433.27 | $208,536.9 | -$135,896.37 | -39.46% |
Osprey Private Wealth LLC Osprey Private Wealth LLC | 4,455 | $1.88M | $1.08M | -$799,644.54 | -42.48% |
Elyxium Wealth LLC Elyxium Wealth LLC | 4,174 | $1.66M | $1.01M | -$644,905.3 | -38.86% |
| MWM Mindset Wealth Management LLC Mindset Wealth Management LLC | 857 | $335,343.63 | $208,293.85 | -$127,049.78 | -37.89% |
Stephen A. Greco Pandora Wealth Inc. | 77 | $30,735.17 | $18,714.85 | -$12,020.32 | -39.11% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 37 | $16,726 | $9,205.23 | -$7,520.77 | -44.96% |
Carol Somoano Asset Planning Inc. | 1,974 | $829,821.43 | $479,780.71 | -$350,040.72 | -42.18% |
REAP Financial Group LLC REAP Financial Group LLC | 90 | $36,791.85 | $21,874.5 | -$14,917.35 | -40.55% |
| KD Keith Diamond Prudent Man Investment Management Inc. | 16 | $4,913.2 | $3,888.8 | -$1,024.4 | -20.85% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 776.12 | $330,477.19 | $188,636.33 | -$141,840.86 | -42.92% |
Promus Capital LLC Promus Capital LLC | 51.99 | $22,137.02 | $12,635.93 | -$9,501.09 | -42.92% |