| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Garet Strange Hobbs Group Advisors, LLC | 558 | $410,874.39 | $331,993.26 | -$78,881.13 | -19.2% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 5,585 | $3.22M | $3.11M | -$108,725.24 | -3.38% |
Kyle Jones Pineridge Advisors LLC | 57 | $33,381.81 | $31,732.47 | -$1,649.34 | -4.94% |
Michael Koch Counterweight Ventures, LLC | 3,142 | $2.15M | $1.75M | -$401,538.4 | -18.67% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 397 | $282,950.08 | $221,013.88 | -$61,936.2 | -21.89% |
Jay S. Arce Taylor Financial Group, Inc. | 703 | $371,972 | $391,367.14 | $19,395.14 | 5.21% |
Sean Rooney Prospect Financial Services LLC | 1,900 | $1.15M | $1.13M | -$23,866.35 | -2.07% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 26,801 | $12.32M | $14.92M | $2.6M | 21.14% |
KEVIN HO KENG LENG Pilgrim Partners Asia Pte Ltd | 3,030 | $1.97M | $1.69M | -$282,981.77 | -14.37% |
Scott Wallace Shorepath Capital Management LLC | 18,671 | $6.69M | $10.39M | $3.7M | 55.29% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 10,636 | $6.69M | $6.29M | -$392,067.75 | -5.86% |
Stephanie Ternes Wealth Forward, LLC | 514 | $337,015.99 | $286,148.95 | -$50,867.04 | -15.09% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 744 | $394,289.6 | $414,192.25 | $19,902.65 | 5.05% |
Ashley Meredith Abel Hall, LLC | 5,847 | $3.71M | $3.26M | -$451,004.55 | -12.17% |
| CI CacheTech Inc. CacheTech Inc. | 2,962 | $1.8M | $1.77M | -$24,581.6 | -1.37% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 136 | $69,984.27 | $75,712.56 | $5,728.29 | 8.19% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 2,601 | $1.85M | $1.51M | -$348,783.44 | -18.81% |
Cornelius T. McDonald III Wealth Group, Ltd. | 13,211 | $7.48M | $7.35M | -$129,059.5 | -1.72% |
Erik Roemer GERBER, LLC | 536 | $189,722.57 | $298,396.57 | $108,674 | 57.28% |
Nitin Kumbhani Accent Capital Management, LLC | 18,503 | $10.48M | $10.71M | $229,767.89 | 2.19% |