| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Allison Tronnes Forum Financial Management LP | 7,390 | $1.28M | $959,739.3 | -$322,418.6 | -25.15% |
| DC Debora Caley Richwood Investment Advisors LLC | 5,810 | $812,296.1 | $754,544.7 | -$57,751.4 | -7.11% |
Paul Elam Oak Harbor Wealth Partners LLC | 1,675 | $294,947.96 | $241,853.25 | -$53,094.71 | -18% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,429 | $723,617.7 | $705,064.23 | -$18,553.47 | -2.56% |
Thomas Lynch QVIDTVM Management LLC | 56,970 | $8.37M | $8.73M | $361,622.98 | 4.32% |
William Jollie Quent Capital LLC | 14,185 | $1.86M | $2.09M | $227,128.51 | 12.22% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,837 | $670,455.22 | $577,545.24 | -$92,909.98 | -13.86% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 54,342 | $9.56M | $7.06M | -$2.5M | -26.19% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 5,429 | $862,664.97 | $789,810.92 | -$72,854.05 | -8.45% |
Marc H. Stone Tyler-Stone Wealth Management | 4,399 | $595,588.92 | $571,298.13 | -$24,290.79 | -4.08% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 10,997 | $1.57M | $1.43M | -$144,609.8 | -9.19% |
Stephen Dunnaway Brown Shipley& Co Ltd | 561 | $71,618.36 | $72,857.07 | $1,238.71 | 1.73% |
Missy Straw Nilsine Partners LLC | 21,140 | $2.83M | $2.75M | -$80,189.73 | -2.84% |
Dalila Toledo Ascent Group LLC | 31,441 | $4.65M | $4.08M | -$564,249.93 | -12.14% |
| EM Erin Mccann Simplicity Wealth LLC | 50,546 | $9.1M | $7.3M | -$1.81M | -19.84% |
| YH Yanjuan Huang Vienna Asset Management LLC | 4,726 | $1.02M | $711,357.52 | -$313,516.61 | -30.59% |
Patrick O'Connell Security Financial Services Inc. | 4,113 | $470,279.31 | $534,155.31 | $63,876 | 13.58% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 2,756 | $590,684.13 | $357,921.72 | -$232,762.41 | -39.41% |
Michael Byun SageView Advisory Group LLC | 16,533 | $2.92M | $2.43M | -$493,290.92 | -16.88% |
| KB Kimberly Byrne Bill Few Associates Inc. | 44,387 | $4.04M | $5.76M | $1.73M | 42.85% |