| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Jollie Quent Capital LLC | 2,000 | $60,254.84 | $49,720 | -$10,534.84 | -17.48% |
| EM Erin Mccann Simplicity Wealth LLC | 14,724 | $531,694.58 | $354,995.64 | -$176,698.94 | -33.23% |
Patricia A. Thompson Leeward Investments LLC - MA | 257,381 | $9.96M | $5.78M | -$4.18M | -41.96% |
CJ Harrison DecisionPoint Financial LLC | 6 | $157 | $144.6 | -$12.4 | -7.9% |
| JG John Ginter Callan Family Office LLC | 27,225 | $797,726.71 | $668,918.25 | -$128,808.46 | -16.15% |
Mariana Coli Dunhill Financial LLC | 2 | $58.29 | $49.75 | -$8.54 | -14.65% |
Lukas Lindgren Abound Wealth Management | 7 | $211.4 | $157.15 | -$54.25 | -25.66% |
Drew Phillips Fortitude Family Office LLC | 99 | $2,907.42 | $2,222.55 | -$684.87 | -23.56% |
Brian Matter Creative Capital Management Investments LLC | 38 | $1,000.54 | $853.1 | -$147.44 | -14.74% |
Cornell P. Abod Beacon Investment Advisors LLC | 17,226 | $488,835.65 | $425,654.46 | -$63,181.19 | -12.92% |
Stephen Smith Kestra Investment Management LLC | 18,759 | $493,924 | $452,091.9 | -$41,832.1 | -8.47% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 2,042 | $53,766 | $49,212.2 | -$4,553.8 | -8.47% |
Ashley Buboltz Moran Wealth Management LLC | 163,007 | $5.65M | $3.93M | -$1.72M | -30.46% |
Jeffrey Rosenthal Viawealth LLC | 12,866 | $572,918.1 | $316,117.62 | -$256,800.48 | -44.82% |
David Smith Linden Thomas Advisory Services LLC | 43,119 | $1.86M | $968,021.55 | -$892,980.38 | -47.98% |
Kevin Kroskey True Wealth Design LLC | 194 | $5,932.41 | $4,355.3 | -$1,577.11 | -26.58% |
| PIL PFG Investments LLC PFG Investments LLC | 16,041 | $458,387.4 | $360,120.45 | -$98,266.95 | -21.44% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 42 | $1,233.57 | $942.9 | -$290.67 | -23.56% |
Shawn Scholz Impact Partnership Wealth, LLC | 7,931 | $208,823 | $178,050.95 | -$30,772.05 | -14.74% |
Robert Green LECAP ASSET MANAGEMENT LTD | 37,126 | $977,528 | $833,478.7 | -$144,049.3 | -14.74% |