| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 3,840 | $1.07M | $826,771.16 | -$247,875.12 | -23.07% |
RoundAngle Advisors LLC RoundAngle Advisors LLC | 9,279 | $2.09M | $2M | -$94,422.92 | -4.51% |
Lyn Dippel Curio Wealth LLC | 1,358 | $409,178.36 | $290,836.07 | -$118,342.29 | -28.92% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 6,918 | $1.52M | $1.49M | -$28,244.26 | -1.86% |
VestGen Advisors LLC VestGen Advisors LLC | 14,700 | $3.82M | $3.15M | -$670,738.34 | -17.56% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 12,453 | $3.09M | $2.68M | -$404,073.3 | -13.1% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,703 | $630,587.8 | $578,955.57 | -$51,632.23 | -8.19% |
Mark T. Williams InvesTrust | 10,619 | $2.34M | $2.25M | -$89,823.24 | -3.85% |
Allyson Mickool Florida Financial Advisors LLC | 1,453 | $292,596.8 | $311,181.74 | $18,584.94 | 6.35% |
Grant Reeves CVFG LLC | 848 | $205,548 | $181,611.92 | -$23,936.08 | -11.65% |
Scott Arwin Ring Mountain Capital LLC | 1,323 | $370,164.4 | $283,340.29 | -$86,824.11 | -23.46% |
Elizabeth Arce Sovran Advisors LLC | 7,090 | $1.63M | $1.52M | -$111,496.44 | -6.84% |
Westmount Partners LLC Westmount Partners LLC | 19,639 | $2.84M | $4.21M | $1.37M | 48.36% |
| EJK Edward J. King Graney & King LLC | 243 | $53,419 | $52,042.09 | -$1,376.91 | -2.58% |
| RL Rajendra Lachman Berbice Capital Management LLC | 400 | $104,775.5 | $85,666 | -$19,109.5 | -18.24% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 1,066 | $298,518.07 | $228,299.89 | -$70,218.18 | -23.52% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 1,291 | $297,230.86 | $276,487.01 | -$20,743.85 | -6.98% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 15 | $4,440.48 | $3,293.73 | -$1,146.75 | -25.82% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 8,042 | $1.78M | $1.72M | -$55,439.16 | -3.12% |
Bradley Wilson Crews Bank & Trust | 1,278 | $285,299.74 | $269,913.6 | -$15,386.14 | -5.39% |