| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWL Melia Wealth LLC Melia Wealth LLC | 1.21M | $18.1M | $13.33M | -$4.77M | -26.35% |
| MV Moises Valladares Insigneo Advisory Services LLC | 19,442 | $287,063.76 | $211,334.54 | -$75,729.22 | -26.38% |
| NH Nathaniel Holden Core Wealth Partners LLC | 17,456 | $241,170 | $191,754.16 | -$49,415.84 | -20.49% |
| MR Michael Radoff LGT Financial Advisors LLC | 1,294 | $16,084 | $14,214.59 | -$1,869.41 | -11.62% |
| PRD Philip Rc Dudley Dudley Capital Management LLC | 46,270 | $582,594.14 | $508,738.65 | -$73,855.49 | -12.68% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 1.21M | $13.42M | $13.32M | -$103,149.54 | -0.77% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 184,581 | $2.7M | $2.01M | -$691,521.41 | -25.63% |
Dana Isaacs ClearAlpha Technologies LP | 27,000 | $298,620 | $296,055 | -$2,565 | -0.86% |
| KB Kyle Bubeck TrueMark Investments LLC | 30,413 | $336,367.89 | $332,414.09 | -$3,953.8 | -1.18% |
| CWL Channel Wealth LLC Channel Wealth LLC | 36,708 | $474,361.31 | $402,870.3 | -$71,491.01 | -15.07% |
| DD Damir Durkovic Entropy Technologies, LP | 19,594 | $243,553.43 | $211,517.23 | -$32,036.2 | -13.15% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,912 | $23,696.39 | $20,735.64 | -$2,960.75 | -12.49% |
Gregory Bosch Strategies Wealth Advisors, LLC | 21,440 | $300,979.42 | $233,052.8 | -$67,926.62 | -22.57% |
Alexandra Stickelman Root Financial Partners, LLC | 125 | $1,596.26 | $1,358.75 | -$237.51 | -14.88% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 36,475 | $541,661.19 | $400,313.12 | -$141,348.07 | -26.1% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 33,130 | $362,111 | $363,601.75 | $1,490.75 | 0.41% |
Andrew Nall PMV Capital Advisers, LLC | 11 | $123 | $119.29 | -$3.71 | -3.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 118,081 | $1.74M | $1.3M | -$443,101.1 | -25.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 65,460 | $826,444.12 | $711,550.2 | -$114,893.92 | -13.9% |
Jae Cho Marex Group plc | 45,897 | $570,499.58 | $498,900.39 | -$71,599.19 | -12.55% |