| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 27,000 | $299,970 | $264,735 | -$35,235 | -11.75% |
Kellie Borror Daner Wealth Management LLC | 20,417 | $224,587 | $198,963.66 | -$25,623.34 | -11.41% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 385,248 | $4.2M | $3.76M | -$436,998.38 | -10.41% |
David Bach River Street Advisors LLC | 26,766 | $281,311 | $260,995.27 | -$20,315.73 | -7.22% |
David Kronour Kapstone Financial Advisors LLC | 33,145 | $348,354.17 | $323,196.89 | -$25,157.28 | -7.22% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,762 | $106,729.81 | $92,934.24 | -$13,795.57 | -12.93% |
Courtney Haddad Concurrent Investment Advisors, LLC | 138,130 | $1.48M | $1.36M | -$118,058.36 | -7.98% |
Amir Har-El Savvy Advisors, Inc. | 15,656 | $164,688.32 | $151,550.08 | -$13,138.24 | -7.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 244 | $2,535 | $2,322.88 | -$212.12 | -8.37% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 733,117 | $7.71M | $7.17M | -$535,177.61 | -6.95% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 27,000 | $298,384.36 | $264,060 | -$34,324.36 | -11.5% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 500 | $5,540 | $4,880 | -$660 | -11.91% |
Neil Azous Rareview Capital LLC | 385,009 | $4.16M | $3.69M | -$477,288.24 | -11.46% |
Heather Scully NWF Advisory Services Inc. | 10,115 | $106,309 | $99,127 | -$7,182 | -6.76% |
| AFI Atala Financial Inc. Atala Financial Inc. | 54,739 | $575,306.89 | $535,894.81 | -$39,412.08 | -6.85% |
| CW Chung Wu Chung Wu Investment Group LLC | 10,000 | $107,260 | $98,300 | -$8,960 | -8.35% |
| DN Daniel Newman Noble Wealth Management PBC | 63,620 | $674,224.97 | $626,657 | -$47,567.97 | -7.06% |
| TS Todd Stoner Disciplined Investors LLC | 14,500 | $157,760 | $141,230 | -$16,530 | -10.48% |
Nicole Reese WPG Advisers LLC | 1,041 | $11,313.17 | $10,180.98 | -$1,132.19 | -10.01% |
Heydon Traub Traub Capital Management LLC | 12,327 | $136,953 | $120,311.52 | -$16,641.48 | -12.15% |