| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 3,497 | $365,648 | $361,030.28 | -$4,617.72 | -1.26% |
| WJ William Jollie Quent Capital LLC | 4,139 | $530,474.58 | $427,310.36 | -$103,164.22 | -19.45% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 11,177 | $1.17M | $1.15M | -$14,641.87 | -1.25% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 28,259 | $2.95M | $2.92M | -$37,018.84 | -1.25% |
Jonathan Straus Commons Capital LLC | 9,551 | $1.27M | $986,045.24 | -$283,024.96 | -22.3% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 50,289 | $6.13M | $5.19M | -$942,613.62 | -15.37% |
Dalila Toledo Ascent Group LLC | 28,268 | $4.2M | $2.92M | -$1.29M | -30.59% |
| EM Erin Mccann Simplicity Wealth LLC | 5,558 | $1.06M | $573,807.92 | -$484,028.17 | -45.76% |
| YH Yanjuan Huang Vienna Asset Management LLC | 4,014 | $661,796.19 | $414,405.36 | -$247,390.83 | -37.38% |
| EW Ed West Values First Advisors Inc. | 2,924 | $584,264.54 | $301,873.76 | -$282,390.78 | -48.33% |
Michael Byun SageView Advisory Group LLC | 5,389 | $861,769.58 | $556,360.36 | -$305,409.22 | -35.44% |
| NR Nichole Raftopoulos Nvest Financial LLC | 2,760 | $491,446.15 | $284,942.4 | -$206,503.75 | -42.02% |
| JP James Peterson Nearwater Capital Markets Ltd. | 95,000 | $14.55M | $9.81M | -$4.75M | -32.61% |
| TM Thomas Mason Mason & Associates Inc. | 6,047 | $926,603.45 | $624,292.28 | -$302,311.17 | -32.63% |
Jason Matthews Kfg Wealth Management LLC | 2,639 | $393,031.98 | $272,450.36 | -$120,581.62 | -30.68% |
Katie Christensen iSAM Funds UKK) Ltd | 2,191 | $229,069 | $226,198.84 | -$2,870.16 | -1.25% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 360 | $52,103.1 | $37,166.4 | -$14,936.7 | -28.67% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,252 | $973,428.91 | $542,216.48 | -$431,212.43 | -44.3% |
David K. Balsdon Harvest Portfolios Group Inc. | 243,809 | $30.18M | $25.17M | -$5M | -16.58% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,067 | $403,772 | $419,877.08 | $16,105.08 | 3.99% |