| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
VestGen Advisors LLC VestGen Advisors LLC | 1,803 | $889,993.9 | $594,999.01 | -$294,994.89 | -33.15% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 56 | $35,196 | $17,384.64 | -$17,811.36 | -50.61% |
Grant Reeves CVFG LLC | 1,616 | $1.02M | $501,671.04 | -$514,158.73 | -50.61% |
| CAL Caxton Associates LLP Caxton Associates LLP | 37,180 | $13.44M | $12.29M | -$1.15M | -8.56% |
Elizabeth Arce Sovran Advisors LLC | 1,520 | $866,928.75 | $471,868.8 | -$395,059.95 | -45.57% |
| MP Megan Parrish Berkeley Inc. | 10,304 | $3.76M | $3.4M | -$354,188.92 | -9.43% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 150 | $94,275.2 | $46,566 | -$47,709.2 | -50.61% |
Bradley Wilson Crews Bank & Trust | 365 | $229,402.77 | $113,310.6 | -$116,092.17 | -50.61% |
| RN Ron New Whipplewood Advisors LLC | 7 | $3,026.64 | $2,173.08 | -$853.56 | -28.2% |
Cache Advisors LLC Cache Advisors LLC | 4,742 | $2.75M | $1.47M | -$1.28M | -46.42% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 13,500 | $3.6M | $4.19M | $586,922 | 16.29% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 2,207 | $954,401.58 | $727,250.64 | -$227,150.94 | -23.8% |
Samira Kadam Synergy Investment Management LLC | 39 | $11,550 | $12,858.69 | $1,308.69 | 11.33% |
| DP Debra Pladsen Fortress Financial Group LLC | 20 | $5,220 | $6,627.6 | $1,407.6 | 26.97% |
| BM Berkeley Meredith Hughes Financial Services LLC | 81 | $50,857.93 | $26,743.77 | -$24,114.16 | -47.41% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 33 | $20,741 | $10,244.52 | -$10,496.48 | -50.61% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 1,975 | $822,402.71 | $613,119 | -$209,283.71 | -25.45% |
Promus Capital LLC Promus Capital LLC | 2,307 | $1.53M | $716,185.08 | -$809,458.66 | -53.06% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 31 | $19,456.38 | $10,236.2 | -$9,220.18 | -47.39% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 1,094 | $687,799.73 | $339,621.36 | -$348,178.37 | -50.62% |