| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Haller Compass Financial Group Inc./SD | 137,622 | $2.9M | $2.54M | -$358,778.02 | -12.39% |
Moises Valladares Insigneo Advisory Services LLC | 82,878 | $1.71M | $1.51M | -$202,265.73 | -11.81% |
Steven Trigili Garden State Investment Advisory Services LLC | 11,456 | $241,616.33 | $209,644.8 | -$31,971.53 | -13.23% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 12 | $261.75 | $218.76 | -$42.99 | -16.42% |
Jeffrey Steele Silverlake Wealth Management LLC | 11,380 | $254,455 | $208,140.2 | -$46,314.8 | -18.2% |
Kevin Kroskey True Wealth Design LLC | 939 | $19,106.81 | $17,305.77 | -$1,801.04 | -9.43% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 71,801 | $1.42M | $1.33M | -$98,972.53 | -6.95% |
| PIL PFG Investments LLC PFG Investments LLC | 108,791 | $2.18M | $2.02M | -$159,432.14 | -7.32% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 459 | $9,917.11 | $8,452.48 | -$1,464.63 | -14.77% |
Courtney Holt Compound Planning, Inc. | 25,228 | $522,170.18 | $468,231.68 | -$53,938.5 | -10.33% |
Chad Tobin Slagle Financial, LLC | 177,415 | $3.43M | $3.29M | -$145,326.59 | -4.24% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 19,673 | $416,484.34 | $365,327.61 | -$51,156.73 | -12.28% |
Tony Macafee UniSuper Management Pty Ltd | 17,414 | $384,416.03 | $318,502.06 | -$65,913.97 | -17.15% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 343,174 | $7.41M | $6.36M | -$1.05M | -14.2% |
Norden Group LLC NORDEN GROUP LLC | 70,883 | $1.5M | $1.29M | -$210,207.12 | -14% |
Elliot Kallen Prosperity Wealth Management, Inc. | 17,760 | $366,241.44 | $325,984.8 | -$40,256.64 | -10.99% |
| AA Andrew Alkon EntryPoint Capital, LLC | 47,953 | $1.04M | $874,902.48 | -$168,523.77 | -16.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 71,496 | $1.59M | $1.3M | -$289,244.12 | -18.22% |
ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 1,085 | $21,775.96 | $20,181 | -$1,594.96 | -7.32% |
Mathieu Cornu Pictet Asset Management Holding SA | 419,836 | $8.18M | $7.74M | -$441,776.96 | -5.4% |