| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 1,560 | $57,375.2 | $51,448.8 | -$5,926.4 | -10.33% |
Richard Slavik Newbridge Financial Services Group Inc. | 90 | $2,557.8 | $3,088.8 | $531 | 20.76% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,462 | $143,655.1 | $118,815.84 | -$24,839.26 | -17.29% |
Tyler Glazier New Millennium Group LLC | 4,505 | $363,152 | $146,863 | -$216,289 | -59.56% |
John DeMarco Trajan Wealth LLC | 7,722 | $230,193 | $252,432.18 | $22,239.18 | 9.66% |
Philip Rc Dudley Dudley Capital Management LLC | 7,800 | $407,118 | $254,904 | -$152,214 | -37.39% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 15,964 | $706,238.64 | $526,492.72 | -$179,745.92 | -25.45% |
Joseph C. Gissy Tactive Advisors, LLC | 17,259 | $659,090.17 | $569,547 | -$89,543.17 | -13.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 203 | $14,731.71 | $6,966.96 | -$7,764.75 | -52.71% |
Todd A. Rustman Clarity Capital Partners LLC | 4,909 | $345,692 | $162,340.63 | -$183,351.37 | -53.04% |
Kyle Jones Pineridge Advisors LLC | 75 | $5,281.5 | $2,438.25 | -$2,843.25 | -53.83% |
Janice M. Powell Diversify Advisory Services, LLC | 35,014 | $1.31M | $1.15M | -$157,734.62 | -12.04% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 35,014 | $1.85M | $1.15M | -$696,780.07 | -37.66% |
Alison Gould Persium Advisors, LLC | 23,000 | $844,330 | $759,805 | -$84,525 | -10.01% |
| ZIL ZEGA Investments LLC ZEGA Investments LLC | 190,401 | $9.41M | $6.24M | -$3.17M | -33.68% |
| FLP Financial Life Planners Financial Life Planners | 1,035 | $45,606.33 | $33,937.65 | -$11,668.68 | -25.59% |