| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 1,719 | $485,405.75 | $418,292.86 | -$67,112.89 | -13.83% |
Benjamin J. Jones National Wealth Management Group, LLC | 1,418 | $430,815.05 | $345,049.03 | -$85,766.02 | -19.91% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1,397 | $407,730.7 | $339,205.57 | -$68,525.13 | -16.81% |
Eugene Donato KENNEDY INVESTMENT GROUP | 3,087 | $853,588.51 | $749,724.25 | -$103,864.26 | -12.17% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 6,341 | $1.98M | $1.54M | -$438,561.51 | -22.15% |
Staci Compagno Portside Wealth Group, LLC | 5,997 | $1.79M | $1.45M | -$335,949.08 | -18.77% |
Courtney Holt Compound Planning, Inc. | 15,416 | $4.68M | $3.74M | -$937,593.06 | -20.03% |
Katherine Stoner Empower Advisory Group, LLC | 12,334 | $3.62M | $2.99M | -$627,248.98 | -17.34% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 1,641 | $448,190.14 | $398,713.77 | -$49,476.37 | -11.04% |
Nemes Rush Group LLC Nemes Rush Group LLC | 2,913 | $871,183.94 | $710,058.31 | -$161,125.63 | -18.5% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 920 | $277,680.89 | $224,043 | -$53,637.89 | -19.32% |
Scott Kapusta First County Bank /CT/ | 5,401 | $1.45M | $1.31M | -$143,691.37 | -9.91% |
Ian Wang Plato Investment Management Ltd | 18,857 | $5.35M | $4.57M | -$778,685.78 | -14.55% |
Shawn Scholz Impact Partnership Wealth, LLC | 3,247 | $912,800.09 | $788,209.25 | -$124,590.84 | -13.65% |
Chad Tobin Slagle Financial, LLC | 16,201 | $4.38M | $3.95M | -$429,218.18 | -9.8% |
John Shanley Aspect Partners, LLC | 304 | $90,121.54 | $73,799.04 | -$16,322.5 | -18.11% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 738 | $219,058.72 | $178,965 | -$40,093.72 | -18.3% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,946 | $567,903.66 | $472,527.72 | -$95,375.94 | -16.79% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,059 | $4.03M | $3.17M | -$856,777.48 | -21.28% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 908 | $240,639.73 | $219,781.4 | -$20,858.33 | -8.67% |