| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 240,879 | $10.25M | $8.58M | -$1.67M | -16.33% |
Kimberly Cappellano Private Wealth Asset Management LLC | 26,732 | $1.36M | $960,748.08 | -$395,025.05 | -29.14% |
Sima Elimelech Activest Wealth Management | 53,155 | $2.77M | $1.89M | -$875,654.91 | -31.61% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 35,199 | $1.6M | $1.25M | -$345,014.3 | -21.57% |
Troy Winegarner Strong Tower Advisory Services | 228,483 | $9.37M | $8.14M | -$1.22M | -13.06% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 386,750 | $16.59M | $13.78M | -$2.8M | -16.9% |
| KC Kasey Cook Maripau Wealth Management LLC | 118,434 | $5.88M | $4.26M | -$1.62M | -27.6% |
Andrew Endelman Independent Wealth Network Inc. | 6,357 | $244,235.94 | $226,563.48 | -$17,672.46 | -7.24% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 108,601 | $4.38M | $3.87M | -$506,538.31 | -11.57% |
Janet Messer FRG Family Wealth Advisors LLC | 16,085 | $939,017.67 | $573,269.4 | -$365,748.27 | -38.95% |
| DC Donie Carlson DMC Group LLC | 7,916 | $279,513.96 | $282,126.24 | $2,612.28 | 0.93% |
Brian Landzaat Vista Finance LLC | 19,872 | $678,430.08 | $708,238.08 | $29,808 | 4.39% |
Christopher Davis Burns Matteson Capital Management LLC | 6,924 | $244,486.44 | $246,771.36 | $2,284.92 | 0.93% |
Bobby Adusumilli SJS Investment Consulting Inc. | 9,161 | $497,942.74 | $326,498.04 | -$171,444.7 | -34.43% |
Andrew J. Whalen Whalen Wealth Management Inc. | 11,888 | $456,738.16 | $426,660.32 | -$30,077.84 | -6.59% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 8,292 | $370,380.82 | $295,526.88 | -$74,853.94 | -20.21% |
Ashish Sharma DGS Capital Management LLC | 6,106 | $319,803.04 | $217,617.84 | -$102,185.2 | -31.95% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 33,534 | $1.18M | $1.19M | $10,362.01 | 0.88% |
Parth Karia Capricorn Fund Managers Ltd. | 30,000 | $1.62M | $1.07M | -$549,551.24 | -33.95% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 12,299 | $572,374.35 | $438,078.08 | -$134,296.27 | -23.46% |