| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NWW New Wave Wealth Advisors LLC NEW WAVE WEALTH ADVISORS LLC | 11,245 | $1.01M | $793,559.65 | -$215,863.7 | -21.38% |
Jesper Bonnivier Avanza Fonder AB | 410,252 | $36.74M | $28.95M | -$7.78M | -21.19% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,655 | $277,473.99 | $257,531.3 | -$19,942.69 | -7.19% |
Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 3,585 | $372,783.72 | $252,993.45 | -$119,790.27 | -32.13% |
Gregory A. Brown Brown Financial Advisors | 11,437 | $882,070.4 | $807,109.09 | -$74,961.31 | -8.5% |
| AJS Aaron Jerome Stephens LIFE LINE WEALTH MANAGEMENT LLC | 2,350 | $234,089.75 | $170,433.75 | -$63,656 | -27.19% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 4,460 | $331,104.66 | $324,219.7 | -$6,884.96 | -2.08% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 11,033 | $802,513.6 | $778,598.81 | -$23,914.79 | -2.98% |
Tuomas Suomela S-Bank Fund Management Ltd | 166,159 | $15.68M | $11.73M | -$3.95M | -25.2% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 22,388 | $2.14M | $1.58M | -$558,429.26 | -26.11% |
Taryn Anderson YANKCOM Partnership | 3,642 | $330,883.45 | $264,445.62 | -$66,437.83 | -20.08% |
Andrew Snider Maiden Cove Capital, LLC | 2,860 | $254,917.52 | $207,879.1 | -$47,038.42 | -18.45% |
Nicholas Munoz IronOak Wealth LLC. | 17,750 | $1.58M | $1.29M | -$288,362.95 | -18.23% |
David Levy Diversified Enterprises LLC | 15,320 | $1.38M | $1.08M | -$296,454.54 | -21.52% |
Pines Wealth Management LLC Pines Wealth Management LLC | 7,391 | $715,384.17 | $521,582.87 | -$193,801.3 | -27.09% |
Nathan White Paragon Capital Management Inc. | 14,016 | $1.3M | $1.02M | -$284,894.95 | -21.87% |
Matthew Riley Hickory Point Bank & Trust | 15 | $1,442 | $1,058.55 | -$383.45 | -26.59% |
Seneschal Advisors LLC Seneschal Advisors LLC | 780 | $91,164.59 | $55,044.6 | -$36,119.99 | -39.62% |
Curtis Harrell Tounjian Advisory Partners LLC | 50,112 | $4.18M | $3.65M | -$529,237.74 | -12.67% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 17,902 | $1.47M | $1.26M | -$202,198.23 | -13.8% |