| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Videnka Forza Wealth Management LLC | 7,966 | $634,392.62 | $312,546.01 | -$321,846.61 | -50.73% |
Amy Ardeel Icon Wealth Advisors LLC | 15,484 | $1.03M | $604,030.84 | -$426,696.13 | -41.4% |
Matthew C. Jessup Jessup Wealth Management Inc. | 136,973 | $6.57M | $5.4M | -$1.17M | -17.81% |
Jonathan Seed Seed Wealth Management Inc. | 9,934 | $564,386.55 | $391,796.96 | -$172,589.59 | -30.58% |
Bepin Serraj Richard W. Paul & Associates LLC | 26,795 | $1.29M | $1.05M | -$236,155.41 | -18.37% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 470 | $49,144.03 | $18,268.9 | -$30,875.13 | -62.83% |
Paul L. Moffat Arista Wealth Management LLC | 10,000 | $367,500 | $391,100 | $23,600 | 6.42% |
Moises Valladares Insigneo Advisory Services LLC | 10,851 | $722,409.05 | $420,367.74 | -$302,041.31 | -41.81% |
Scott Highmark Mosaic Family Wealth Partners LLC | 32,940 | $1.62M | $1.28M | -$335,068.58 | -20.68% |
Scott Paschal Financial Partners Group LLC | 26,308 | $2.29M | $1.04M | -$1.25M | -54.76% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 5,997 | $288,645.83 | $237,331.27 | -$51,314.56 | -17.78% |
Steven Trigili Garden State Investment Advisory Services LLC | 6,526 | $312,851 | $255,101.34 | -$57,749.66 | -18.46% |
Ira Ravitz Beverly Hills Private Wealth LLC | 63,562 | $5.11M | $2.49M | -$2.62M | -51.27% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 21,269 | $1.83M | $831,617.9 | -$997,941.48 | -54.55% |
Philip Rc Dudley Dudley Capital Management LLC | 8,625 | $416,867.81 | $338,186.25 | -$78,681.56 | -18.87% |
Jeffrey Steele Silverlake Wealth Management LLC | 4,249 | $203,710 | $165,838.47 | -$37,871.53 | -18.59% |
Kevin Kroskey True Wealth Design LLC | 1,153 | $52,873.26 | $45,220.66 | -$7,652.6 | -14.47% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 23,681 | $946,979.92 | $935,517.9 | -$11,462.02 | -1.21% |
| SJJ Scott John Jaffray GuoLine Advisory Pte Ltd. | 426,700 | $43.13M | $16.52M | -$26.61M | -61.69% |
Angus Yuk Chi Wai Polymer Capital Management (HK) Ltd. | 7,623 | $280,145.25 | $299,431.44 | $19,286.19 | 6.88% |