| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SE Sima Elimelech Activest Wealth Management | 12,987 | $141,168.69 | $139,805.05 | -$1,363.64 | -0.97% |
| TH Thomas Herbert VPR Management LLC | 51,361 | $670,160.99 | $554,441.99 | -$115,719 | -17.27% |
Matthew Liebman Amplius Wealth Advisors LLC | 18,816 | $256,149.34 | $203,306.88 | -$52,842.46 | -20.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 604 | $7,897.36 | $6,565.48 | -$1,331.88 | -16.86% |
| DC Dominic Corabi Wedmont Private Capital | 23,818 | $261,645.64 | $258,901.66 | -$2,743.98 | -1.05% |
Bridget Fagerholt MAS Advisors LLC | 32,264 | $478,313.75 | $349,257.8 | -$129,055.95 | -26.98% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 20,333 | $259,652.41 | $219,494.73 | -$40,157.68 | -15.47% |
| WTM W. Travis McKinney HB Wealth Management LLC | 317,535 | $4.64M | $3.43M | -$1.22M | -26.22% |
Kristofer Gray Integrity Financial Corp. /WA | 12,676 | $179,638.28 | $136,964.18 | -$42,674.1 | -23.76% |
Amanda Hawley Atria Wealth Solutions Inc. | 52,651 | $708,025.09 | $572,316.37 | -$135,708.72 | -19.17% |
Lori Fernicola Castle Wealth Management LLC | 37,296 | $520,063.67 | $405,594 | -$114,469.67 | -22.01% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,688 | $20,857.17 | $18,357 | -$2,500.17 | -11.99% |
| DP Drew Phillips Fortitude Family Office LLC | 5,000 | $62,150 | $55,000 | -$7,150 | -11.5% |
Brian Dechow SWAN Capital LLC | 225 | $2,489 | $2,450.25 | -$38.75 | -1.56% |
Daniel Guy Ethos Financial Group LLC | 54,279 | $779,608.24 | $591,098.31 | -$188,509.93 | -24.18% |
| NL Nolan Langford Left Brain Wealth Management LLC | 10,000 | $124,300 | $108,900 | -$15,400 | -12.39% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 11,206 | $161,831.95 | $122,649.67 | -$39,182.28 | -24.21% |
Cornell P. Abod Beacon Investment Advisors LLC | 183,937 | $2.27M | $2.01M | -$253,507.06 | -11.18% |
Amy Ardeel Icon Wealth Advisors LLC | 70,716 | $1M | $776,815.26 | -$227,222 | -22.63% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 131 | $1,449 | $1,423.97 | -$25.03 | -1.73% |