| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WJD William Jeffrey Draper Strategic Planning Group LLC | 23,515 | $4.31M | $3.12M | -$1.19M | -27.7% |
| SC Suzanne Cross JTC Employer Solutions Trustee Ltd | 5,234 | $536,982.07 | $694,341.92 | $157,359.85 | 29.3% |
| SR Spencer Rand Five Oceans Advisors | 4,959 | $570,584.11 | $634,454.46 | $63,870.35 | 11.19% |
| SHT S. Hardy Taylor Heritage Investment Group Inc. | 6,923 | $654,558.93 | $918,404.49 | $263,845.56 | 40.31% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 1,887 | $331,525.07 | $250,329.23 | -$81,195.84 | -24.49% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 19,604 | $3.1M | $2.51M | -$587,033.2 | -18.97% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 1,450 | $213,309.5 | $192,356.85 | -$20,952.65 | -9.82% |
Katie Smith Delos Wealth Advisors LLC | 2,560 | $363,738.6 | $339,609.34 | -$24,129.26 | -6.63% |
Justin Ericksen Blue Barn Wealth LLC | 1,126 | $172,642.56 | $149,375.05 | -$23,267.51 | -13.48% |
Kevin B. Crawford JB Capital LLC | 1,606 | $236,258.66 | $213,646.18 | -$22,612.48 | -9.57% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 58,215 | $9.44M | $7.74M | -$1.7M | -18.03% |
| BO Brian Oliveira Clear Street Group Inc. | 456,633 | $104.49M | $60.75M | -$43.75M | -41.87% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 655 | $65,748.38 | $87,134.65 | $21,386.27 | 32.53% |
Kurt Van Dyken Lifeworks Advisors LLC | 52,202 | $6.45M | $6.94M | $495,148.23 | 7.68% |
Kimberly Cappellano Private Wealth Asset Management LLC | 5,192 | $819,680.77 | $690,691.76 | -$128,989.01 | -15.74% |
| SE Sima Elimelech Activest Wealth Management | 1,527 | $393,108.55 | $202,380.94 | -$190,727.61 | -48.52% |
Jodi Greenlund Financial Council LLC | 2,600 | $214,519 | $344,915.74 | $130,396.74 | 60.79% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 2,194 | $391,329.19 | $291,055.82 | -$100,273.37 | -25.62% |
Christina Forster Pazienza Guardian Partners Inc. | 37,782 | $6.16M | $5.01M | -$1.15M | -18.68% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 6,636 | $963,306.56 | $880,331.1 | -$82,975.46 | -8.61% |