| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CWL Channel Wealth LLC Channel Wealth LLC | 2,338 | $1.02M | $935,176.62 | -$88,513.24 | -8.65% |
Jenna Laws Evexia Wealth LLC | 483 | $261,538.86 | $193,195.17 | -$68,343.69 | -26.13% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 40 | $21,642.64 | $15,956.4 | -$5,686.24 | -26.27% |
Gregory Bosch Strategies Wealth Advisors, LLC | 569 | $280,501.94 | $227,594.31 | -$52,907.63 | -18.86% |
Alexandra Stickelman Root Financial Partners, LLC | 4,313 | $2.08M | $1.72M | -$355,755.06 | -17.13% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 42,261 | $10.5M | $16.91M | $6.41M | 61.03% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 1,049 | $548,503.74 | $419,589.51 | -$128,914.23 | -23.5% |
Jorge Paganin Abacus Wealth Partners, LLC | 732 | $414,575.56 | $292,002.12 | -$122,573.44 | -29.57% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 462 | $259,234.75 | $184,296.42 | -$74,938.33 | -28.91% |
Staci Compagno Portside Wealth Group, LLC | 4,418 | $2.47M | $1.55M | -$918,408.89 | -37.19% |
Courtney Holt Compound Planning, Inc. | 6,362 | $3.27M | $2.54M | -$729,022.98 | -22.32% |
Katherine Stoner Empower Advisory Group, LLC | 1,884 | $1.02M | $751,546.44 | -$272,238.05 | -26.59% |
Nemes Rush Group LLC Nemes Rush Group LLC | 357 | $130,757.37 | $142,410.87 | $11,653.5 | 8.91% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 563 | $305,362.9 | $224,586.33 | -$80,776.57 | -26.45% |
Ian Wang Plato Investment Management Ltd | 10,851 | $4.59M | $4.33M | -$264,938.3 | -5.77% |
John Shanley Aspect Partners, LLC | 17 | $7,599.08 | $6,839.61 | -$759.47 | -9.99% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3 | $1,334.61 | $1,196.38 | -$138.23 | -10.36% |
Nancy Smetek Arcataur Capital Management LLC | 801 | $273,894 | $319,526.91 | $45,632.91 | 16.66% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,270 | $1.56M | $1.3M | -$254,230.84 | -16.31% |
Bradley H. Owens LJI Wealth Management, LLC | 1,054 | $293,707.16 | $420,329.93 | $126,622.77 | 43.11% |