| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Moises Valladares Insigneo Advisory Services LLC | 20,609 | $1.03M | $983,152.34 | -$50,464.74 | -4.88% |
Ira Ravitz Beverly Hills Private Wealth LLC | 9,395 | $512,171.64 | $449,315.87 | -$62,855.77 | -12.27% |
Sheila J. Lindsay Bensler LLC | 6,121 | $358,262.11 | $293,471.34 | -$64,790.77 | -18.08% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 13,834 | $762,586.8 | $663,340.3 | -$99,246.5 | -13.01% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 7,591 | $364,619.58 | $363,077.53 | -$1,542.05 | -0.42% |
| JC Jared Calvert Buck Wealth Strategies LLC | 339 | $16,743 | $16,226.23 | -$516.77 | -3.09% |
Brett Pohl Invera Wealth Advisors, LLC | 4,287 | $211,734.93 | $205,583.08 | -$6,151.85 | -2.91% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 4,405 | $238,090.24 | $210,669.12 | -$27,421.12 | -11.52% |
Peter Sigismondi Ramirez Asset Management, Inc. | 500 | $25,740 | $23,887.5 | -$1,852.5 | -7.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,631 | $400,872.16 | $358,962.25 | -$41,909.91 | -10.45% |
Jae Cho Marex Group plc | 29,151 | $1.46M | $1.4M | -$61,172.12 | -4.2% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,338 | $348,815.01 | $304,097.24 | -$44,717.77 | -12.82% |
Kevin Bresler TD Waterhouse Canada Inc. | 4,643 | $229,219.18 | $221,285.38 | -$7,933.8 | -3.46% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,150 | $328,496.88 | $293,109 | -$35,387.88 | -10.77% |
David W. Lewis Lewis Asset Management, LLC | 5,598 | $311,696.51 | $267,696.36 | -$44,000.15 | -14.12% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 74 | $3,974.6 | $3,480.96 | -$493.64 | -12.42% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 11,441 | $602,964.31 | $549,053.59 | -$53,910.72 | -8.94% |
Matthew Stead Sachetta, LLC | 100 | $5,686 | $4,787 | -$899 | -15.81% |
Amy Taylor Pingora Partners LLC | 17,960 | $864,170.9 | $861,271.8 | -$2,899.1 | -0.34% |
Dana Zucker Gray Foundation | 383,911 | $18.74M | $18.32M | -$414,623.96 | -2.21% |