| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 1,333 | $400,839.85 | $360,763.13 | -$40,076.72 | -10% |
Pierre-Jean FROGNET Quintet Private Bank (Europe) S.A. | 9,380 | $2.79M | $2.54M | -$248,416.43 | -8.91% |
Able Financial Group LLC ABLE Financial Group, LLC | 1,719 | $485,405.75 | $465,230.18 | -$20,175.57 | -4.16% |
Benjamin J. Jones National Wealth Management Group, LLC | 1,418 | $430,815.05 | $383,767.53 | -$47,047.52 | -10.92% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,325 | $391,107.87 | $358,598.01 | -$32,509.86 | -8.31% |
Eugene Donato KENNEDY INVESTMENT GROUP | 3,087 | $853,588.51 | $835,465.71 | -$18,122.8 | -2.12% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 6,341 | $1.98M | $1.72M | -$263,613.26 | -13.32% |
Staci Compagno Portside Wealth Group, LLC | 5,997 | $1.79M | $1.62M | -$166,923.57 | -9.33% |
Courtney Holt Compound Planning, Inc. | 15,617 | $4.71M | $4.23M | -$480,989.61 | -10.22% |
Katherine Stoner Empower Advisory Group, LLC | 12,334 | $3.62M | $3.4M | -$216,958.47 | -6% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,706 | $465,580.86 | $466,966.32 | $1,385.46 | 0.3% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,913 | $871,183.94 | $794,753.76 | -$76,430.18 | -8.77% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 920 | $277,680.89 | $253,644 | -$24,036.89 | -8.66% |
Scott Kapusta First County Bank /CT/ | 5,067 | $1.37M | $1.37M | -$2,158.46 | -0.16% |
Ian Wang Plato Investment Management Ltd | 18,857 | $5.35M | $5.18M | -$174,696.25 | -3.26% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,247 | $912,800.09 | $878,768.11 | -$34,031.98 | -3.73% |
Chad Tobin Slagle Financial, LLC | 16,201 | $4.38M | $4.38M | $5,292.8 | 0.12% |
John Shanley Aspect Partners, LLC | 304 | $90,121.54 | $82,274.56 | -$7,846.98 | -8.71% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 738 | $219,058.72 | $199,732.33 | -$19,326.39 | -8.82% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,946 | $567,903.66 | $526,665.46 | -$41,238.2 | -7.26% |