| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 3,086 | $721,324.37 | $644,140.78 | -$77,183.59 | -10.7% |
Staci Compagno Portside Wealth Group, LLC | 8,163 | $1.86M | $1.7M | -$152,613.63 | -8.22% |
Courtney Holt Compound Planning, Inc. | 8,954 | $2.22M | $1.83M | -$388,608.68 | -17.49% |
William P Fox Hudson Canyon Capital Management | 8,440 | $1.5M | $1.76M | $265,087.52 | 17.71% |
Katherine Stoner Empower Advisory Group, LLC | 72,681 | $16.56M | $15.17M | -$1.38M | -8.36% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,241 | $297,759.38 | $259,033.93 | -$38,725.45 | -13.01% |
Scott Kapusta First County Bank /CT/ | 1,694 | $348,613.47 | $353,588.62 | $4,975.15 | 1.43% |
Ian Wang Plato Investment Management Ltd | 14,168 | $3.38M | $2.96M | -$427,172.95 | -12.62% |
Shawn Scholz Impact Partnership Wealth, LLC | 2,003 | $507,351.5 | $418,086.19 | -$89,265.31 | -17.59% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 1,543 | $342,346 | $322,070.39 | -$20,275.61 | -5.92% |
John Shanley Aspect Partners, LLC | 430 | $95,472.37 | $89,753.9 | -$5,718.47 | -5.99% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 90 | $20,574.36 | $18,785.7 | -$1,788.66 | -8.69% |
Nancy Smetek Arcataur Capital Management LLC | 2,837 | $640,734.18 | $592,167.01 | -$48,567.17 | -7.58% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,512 | $2.63M | $2.19M | -$433,331.05 | -16.49% |
Bradley H. Owens LJI Wealth Management, LLC | 1,020 | $246,050 | $212,904.6 | -$33,145.4 | -13.47% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 1,182 | $267,396.4 | $246,718.86 | -$20,677.54 | -7.73% |
Annmarie Young KPP Advisory Services LLC | 2,350 | $498,482.38 | $490,515.5 | -$7,966.88 | -1.6% |
Tony Macafee UniSuper Management Pty Ltd | 42,959 | $10.17M | $8.97M | -$1.2M | -11.8% |
Alisha Arvold Christopher J. Hasenberg, Inc | 35 | $8,916 | $7,305.55 | -$1,610.45 | -18.06% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 15,259 | $3.36M | $3.12M | -$240,787.11 | -7.16% |