| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Ardeel Icon Wealth Advisors LLC | 75,940 | $1.06M | $865,716 | -$195,106.14 | -18.39% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 500 | $5,460.03 | $5,700 | $239.97 | 4.4% |
| MWL Melia Wealth LLC Melia Wealth LLC | 778,167 | $11.4M | $8.87M | -$2.53M | -22.21% |
| NH Nathaniel Holden Core Wealth Partners LLC | 17,456 | $241,170 | $198,998.4 | -$42,171.6 | -17.49% |
Michael Radoff LGT Financial Advisors LLC | 1,294 | $16,084 | $14,751.6 | -$1,332.4 | -8.28% |
Philip Rc Dudley Dudley Capital Management LLC | 45,970 | $579,129.14 | $524,058 | -$55,071.14 | -9.51% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 172,626 | $2.52M | $1.97M | -$554,719.77 | -21.99% |
| KB Kyle Bubeck TrueMark Investments LLC | 30,413 | $336,367.89 | $346,708.2 | $10,340.31 | 3.07% |
| CWL Channel Wealth LLC Channel Wealth LLC | 36,708 | $474,361.31 | $418,471.2 | -$55,890.11 | -11.78% |
| DD Damir Durkovic Entropy Technologies, LP | 24,019 | $291,653.26 | $280,301.73 | -$11,351.53 | -3.89% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,912 | $23,696.39 | $21,672.52 | -$2,023.87 | -8.54% |
Gregory Bosch Strategies Wealth Advisors, LLC | 22,082 | $307,957.92 | $258,801.04 | -$49,156.88 | -15.96% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 37,644 | $554,368.31 | $426,694.74 | -$127,673.57 | -23.03% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 30,000 | $327,900.09 | $346,500 | $18,599.91 | 5.67% |
Driton Bilali Ilex Capital Partners (UK) LLP | 423,216 | $4.6M | $4.96M | $359,733.52 | 7.82% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 119,107 | $1.75M | $1.28M | -$472,154.08 | -26.94% |
Christopher C. Powers Farther Finance Advisors, LLC | 65,460 | $826,444.12 | $703,695 | -$122,749.12 | -14.85% |
Brian Glenn Premier Path Wealth Partners, LLC | 14,000 | $188,248.29 | $150,500 | -$37,748.29 | -20.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 50,322 | $740,654.39 | $540,961.5 | -$199,692.89 | -26.96% |
Owen McCabe Tyche Wealth Partners LLC | 30,073 | $371,559.69 | $336,817.6 | -$34,742.09 | -9.35% |