| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Holmes Objectivity Squared, LLC | 11,021 | $525,283.45 | $415,932.54 | -$109,350.91 | -20.82% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,679 | $218,198 | $214,325.46 | -$3,872.54 | -1.77% |
Chris Chatto Encompass More Asset Management | 420,278 | $19.91M | $15.86M | -$4.05M | -20.35% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 5,417 | $263,449 | $204,437.58 | -$59,011.42 | -22.4% |
Jonathan Chatfield LM Advisors LLC | 3,694 | $240,142.27 | $139,411.56 | -$100,730.71 | -41.95% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 14,370 | $776,175.61 | $542,323.8 | -$233,851.81 | -30.13% |
Alan Gilmore Private Wealth Management Group, LLC | 3,117 | $153,233.21 | $117,635.58 | -$35,597.63 | -23.23% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 116,551 | $6.85M | $4.4M | -$2.45M | -35.76% |
Angela Mari Abich Financial Wealth Management LLC | 6,450 | $238,718.16 | $243,423 | $4,704.84 | 1.97% |
| LMR Lynsey M. Richter GR FINANCIAL GROUP, LLC | 12,548 | $725,761.07 | $473,561.52 | -$252,199.55 | -34.75% |
| FTM F. Thomas Mosley Mosley Wealth Management | 9,155 | $334,678.67 | $345,509.7 | $10,831.03 | 3.24% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 25,717 | $1.52M | $970,559.58 | -$545,942 | -36% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,053 | $68,445 | $39,740.22 | -$28,704.78 | -41.94% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 447 | $20,924 | $16,869.78 | -$4,054.22 | -19.38% |
Corey Saft Sivia Capital Partners, LLC | 60,852 | $3.21M | $2.3M | -$911,479.96 | -28.41% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 192,217 | $7.95M | $7.25M | -$691,908.93 | -8.71% |
Michael Koch Counterweight Ventures, LLC | 30,964 | $1.89M | $1.17M | -$722,129.2 | -38.19% |
Sean Rooney Prospect Financial Services LLC | 34,403 | $2.06M | $1.3M | -$759,360.15 | -36.9% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 1.73M | $80.28M | $65.45M | -$14.82M | -18.47% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 22,446 | $1.34M | $847,112.04 | -$497,290.24 | -36.99% |