| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kyle Bubeck TrueMark Investments LLC | 30,413 | $336,367.89 | $301,240.76 | -$35,127.13 | -10.44% |
| CWL Channel Wealth LLC Channel Wealth LLC | 33,669 | $436,039.51 | $333,491.44 | -$102,548.07 | -23.52% |
| DD Damir Durkovic Entropy Technologies, LP | 24,019 | $291,653.26 | $243,672.75 | -$47,980.51 | -16.45% |
Gregory Bosch Strategies Wealth Advisors, LLC | 22,082 | $307,957.92 | $218,943.03 | -$89,014.89 | -28.9% |
Alexandra Stickelman Root Financial Partners, LLC | 142 | $1,490 | $1,444.14 | -$45.86 | -3.08% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 37,644 | $554,368.31 | $374,181.36 | -$180,186.95 | -32.5% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 30,000 | $327,900.09 | $304,200 | -$23,700.09 | -7.23% |
Driton Bilali Ilex Capital Partners (UK) LLP | 423,216 | $4.6M | $4.2M | -$404,171.36 | -8.79% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 119,107 | $1.75M | $1.21M | -$546,595.96 | -31.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 68,294 | $856,172.86 | $675,769.13 | -$180,403.73 | -21.07% |
Brian Glenn Premier Path Wealth Partners, LLC | 14,000 | $188,248.29 | $141,960 | -$46,288.29 | -24.59% |
Courtney Haddad Concurrent Investment Advisors, LLC | 44,247 | $647,342.41 | $448,664.58 | -$198,677.83 | -30.69% |
Owen McCabe Tyche Wealth Partners LLC | 30,073 | $371,559.69 | $295,767.95 | -$75,791.74 | -20.4% |
United Advisor Group LLC United Advisor Group, LLC | 20,805 | $319,107.77 | $208,050 | -$111,057.77 | -34.8% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 82,092 | $1.02M | $807,374.82 | -$213,028.61 | -20.88% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 31,429 | $431,110.38 | $311,304.24 | -$119,806.14 | -27.79% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 11,000 | $119,570 | $111,870 | -$7,700 | -6.44% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 96 | $1,231 | $949.92 | -$281.08 | -22.83% |
Kelly Richert Clayton Financial Group LLC | 1,433 | $15,033 | $14,086.39 | -$946.61 | -6.3% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 382 | $5,634.82 | $3,760.79 | -$1,874.03 | -33.26% |