| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 25,578 | $367,609.51 | $291,589.2 | -$76,020.31 | -20.68% |
Richard Slavik Newbridge Financial Services Group Inc. | 2,511 | $29,569.31 | $28,625.4 | -$943.91 | -3.19% |
Sima Elimelech Activest Wealth Management | 12,987 | $141,168.69 | $148,051.8 | $6,883.11 | 4.88% |
Thomas Herbert VPR Management LLC | 52,407 | $681,531.01 | $597,439.8 | -$84,091.21 | -12.34% |
Rekah Franca Catalyst Funds Management Pty Ltd. | 20,300 | $220,661 | $231,420 | $10,759 | 4.88% |
Matthew Liebman Amplius Wealth Advisors LLC | 18,816 | $256,149.34 | $202,272 | -$53,877.34 | -21.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 604 | $7,897.36 | $6,885.6 | -$1,011.76 | -12.81% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 52,323 | $568,751.01 | $586,017.6 | $17,266.59 | 3.04% |
Dominic Corabi Wedmont Private Capital | 14,442 | $159,728.52 | $155,251.5 | -$4,477.02 | -2.8% |
Bridget Fagerholt MAS Advisors LLC | 32,264 | $478,313.75 | $346,838 | -$131,475.75 | -27.49% |
Sean Reitenbach Prosperity Consulting Group LLC | 20,333 | $259,652.41 | $237,286.11 | -$22,366.3 | -8.61% |
W. Travis McKinney HB Wealth Management LLC | 317,535 | $4.64M | $3.41M | -$1.23M | -26.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 52,651 | $708,025.09 | $565,998.25 | -$142,026.84 | -20.06% |
Lori Fernicola Castle Wealth Management LLC | 37,684 | $524,281.23 | $429,597.6 | -$94,683.63 | -18.06% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,688 | $20,857.17 | $19,243.2 | -$1,613.97 | -7.74% |
Rachel Faulk Cape Investment Advisory Inc. | 500 | $5,435 | $5,700 | $265 | 4.88% |
Brian Dechow SWAN Capital LLC | 225 | $2,489 | $2,565 | $76 | 3.05% |
Daniel Guy Ethos Financial Group LLC | 54,279 | $779,608.24 | $618,780.6 | -$160,827.64 | -20.63% |
Michael Snyder Beaumont Financial Advisors LLC | 11,206 | $161,831.95 | $127,748.4 | -$34,083.55 | -21.06% |
Cornell P. Abod Beacon Investment Advisors LLC | 191,017 | $2.34M | $2.18M | -$166,063.44 | -7.09% |