| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DT Desaree Tatum Heritage Wealth Management Inc. | 2,807 | $3.24M | $2.57M | -$674,129.09 | -20.81% |
Vyoma Patel Strata Wealth Advisors LLC | 1,268 | $536,357.96 | $1.16M | $619,582.54 | 115.52% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 350 | $404,001.51 | $322,927.5 | -$81,074.01 | -20.07% |
Mariana Coli Dunhill Financial LLC | 167 | $31,066.88 | $155,517.08 | $124,450.2 | 400.59% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 597 | $689,111.15 | $569,054.43 | -$120,056.72 | -17.42% |
Rebecca Sierp WPWealth LLP | 241 | $278,184 | $221,739.28 | -$56,444.72 | -20.29% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 1,815 | $363,504.39 | $1.65M | $1.29M | 353.64% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 439 | $506,733 | $418,450.41 | -$88,282.59 | -17.42% |
Lukas Lindgren Abound Wealth Management | 112 | $14,464.74 | $103,867.68 | $89,402.94 | 618.07% |
Irene Chou Panoramic Capital LLC | 10,000 | $11.54M | $9.1M | -$2.44M | -21.12% |
Drew Phillips Fortitude Family Office LLC | 3,905 | $714,532.36 | $3.64M | $2.92M | 408.93% |
Sherri Cooke Dakota Community Bank & Trust NA | 240 | $265,393.64 | $220,819.2 | -$44,574.44 | -16.8% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 302 | $348,342 | $274,451.23 | -$73,890.77 | -21.21% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 190 | $219,316 | $171,872.1 | -$47,443.9 | -21.63% |
Matthew Zienty Cardinal Point Capital Management ULC | 2,188 | $526,819.08 | $2M | $1.47M | 279.66% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 2,790 | $796,294.9 | $2.55M | $1.75M | 220.29% |
Scott Crane Crane Advisory LLC | 245 | $282,801.06 | $222,178.25 | -$60,622.81 | -21.44% |
Alex Nunnamaker Schechter Investment Advisors LLC | 12,885 | $854,170.29 | $11.78M | $10.92M | 1,278.95% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 2,628 | $481,664.92 | $2.4M | $1.91M | 397.32% |
Brian Dechow SWAN Capital LLC | 257 | $78,425.55 | $234,931.41 | $156,505.86 | 199.56% |