| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ruth Thortvedt Financial Network Wealth Advisors LLC | 836 | $125,738.86 | $108,571.32 | -$17,167.54 | -13.65% |
Corey Saft Sivia Capital Partners, LLC | 4,548 | $893,150.89 | $590,648.76 | -$302,502.13 | -33.87% |
Brandon Hobson Silver Coast Investments LLC | 1,702 | $228,476.47 | $221,038.74 | -$7,437.73 | -3.26% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 2,083 | $306,430.31 | $301,462.17 | -$4,968.14 | -1.62% |
| STY Samer T. Yaghnam Unisphere Establishment | 48,250 | $7.07M | $7.26M | $191,552 | 2.71% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 3,701 | $400,168.08 | $480,648.87 | $80,480.79 | 20.11% |
Angela Pompian Sunpointe, LLC | 11,001 | $1.48M | $1.43M | -$53,408.36 | -3.6% |
Todd A. Rustman Clarity Capital Partners LLC | 1,163 | $179,421.56 | $151,038.81 | -$28,382.75 | -15.82% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 9,463 | $1.52M | $1.23M | -$291,217.96 | -19.16% |
Kyle Jones Pineridge Advisors LLC | 1,590 | $169,703.62 | $206,493.3 | $36,789.68 | 21.68% |
Jay S. Arce Taylor Financial Group, Inc. | 19,445 | $2.07M | $2.53M | $453,746.4 | 21.9% |
Sean Rooney Prospect Financial Services LLC | 16,847 | $2.73M | $2.43M | -$298,618.49 | -10.93% |
Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 2,125 | $362,100.22 | $275,973.75 | -$86,126.47 | -23.79% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,702 | $1.18M | $984,791.88 | -$195,693.33 | -16.58% |
Ashley Meredith Abel Hall, LLC | 2,364 | $460,964.05 | $307,012.68 | -$153,951.37 | -33.4% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 100 | $14,711 | $12,987 | -$1,724 | -11.72% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 1,861 | $234,849.5 | $285,254.08 | $50,404.58 | 21.46% |
Cornelius T. McDonald III Wealth Group, Ltd. | 23,943 | $3.56M | $3.11M | -$450,250.63 | -12.65% |
Erik Roemer GERBER, LLC | 3,139 | $331,583.44 | $407,661.93 | $76,078.49 | 22.94% |
Nitin Kumbhani Accent Capital Management, LLC | 400 | $58,844 | $61,312 | $2,468 | 4.19% |