| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Shaun Peterson Peterson Wealth Services | 1,265 | $160,941.06 | $110,459.8 | -$50,481.26 | -31.37% |
Ana-Maria Ignat Covestor Ltd | 376 | $55,622.69 | $32,832.32 | -$22,790.37 | -40.97% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 4,757 | $437,546.71 | $415,381.24 | -$22,165.47 | -5.07% |
Michael Byun SageView Advisory Group LLC | 20 | $1,299 | $1,746.4 | $447.4 | 34.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,027 | $294,300.13 | $176,997.64 | -$117,302.49 | -39.86% |
CJ Harrison DecisionPoint Financial LLC | 27 | $3,822 | $2,357.64 | -$1,464.36 | -38.31% |
Mariana Coli Dunhill Financial LLC | 2 | $136 | $174.64 | $38.64 | 28.41% |
| PZ Paul Zavaliy Praetorian PR LLC | 200,000 | $14.61M | $17.46M | $2.85M | 19.51% |
Lukas Lindgren Abound Wealth Management | 2 | $74.67 | $174.64 | $99.97 | 133.88% |
| DP Drew Phillips Fortitude Family Office LLC | 83 | $8,798.55 | $7,247.56 | -$1,550.99 | -17.63% |
| PLM Paul L. Moffat Arista Wealth Management LLC | 15,987 | $1.41M | $1.39M | -$22,389.25 | -1.59% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 23,629 | $2.08M | $2.06M | -$20,121.72 | -0.97% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 12 | $1,058.04 | $1,047.84 | -$10.2 | -0.96% |
Kevin Kroskey True Wealth Design LLC | 5 | $455.57 | $436.6 | -$18.97 | -4.16% |
Alexandra Stickelman Root Financial Partners, LLC | 67 | $8,338.06 | $5,850.44 | -$2,487.62 | -29.83% |
Mathieu Boisvert Bastion Asset Management Inc. | 67,686 | $5.88M | $5.91M | $32,560.52 | 0.55% |
Jorge Paganin Abacus Wealth Partners, LLC | 5,396 | $368,787.03 | $471,178.72 | $102,391.69 | 27.76% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 32,683 | $2.88M | $2.85M | -$27,780.44 | -0.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,212 | $199,501.57 | $193,151.84 | -$6,349.73 | -3.18% |
Mathieu Cornu Pictet Asset Management Holding SA | 6,894 | $1.03M | $601,984.08 | -$424,808.28 | -41.37% |