| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 34,043 | $259,407.66 | $112,001.47 | -$147,406.19 | -56.82% |
James J. Karabas Embree Financial Group | 14,510 | $149,308.2 | $47,447.7 | -$101,860.5 | -68.22% |
Janice M. Powell Diversify Advisory Services, LLC | 22,178 | $168,996.36 | $68,640.91 | -$100,355.45 | -59.38% |
Brady Green GGM Financials LLC | 549 | $7,219 | $1,800.72 | -$5,418.28 | -75.06% |
Michael Souza Koa Wealth Management, LLC | 31,820 | $192,228.66 | $104,687.8 | -$87,540.86 | -45.54% |
Joe Miller Miller Financial Services LLC | 61,880 | $520,200.76 | $194,922 | -$325,278.76 | -62.53% |
| NCG Noah C Goldberg Jain Global LLC | 39,034 | $297,439.08 | $124,713.63 | -$172,725.45 | -58.07% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 22,178 | $115,322.52 | $68,640.91 | -$46,681.61 | -40.48% |
Nathan Edwards IMG Wealth Management, Inc. | 285 | $2,921 | $912 | -$2,009 | -68.78% |
Mark Schafer Police & Firemen's Retirement System of New Jersey | 43,042 | $455,615.68 | $138,595.24 | -$317,020.44 | -69.58% |
William Staveacre Aster Capital Management (DIFC) Ltd. | 1,961 | $14,449.53 | $6,112.04 | -$8,337.49 | -57.7% |
| PPH Pure Portfolios Holdings LLC Pure Portfolios Holdings LLC | 23,529 | $322,347.67 | $73,998.7 | -$248,348.97 | -77.04% |
| CLA Carnegie Lake Advisors LLC Carnegie Lake Advisors LLC | 51,350 | $374,935.5 | $166,117.25 | -$208,818.25 | -55.69% |
Bayforest Capital Ltd. Bayforest Capital Ltd. | 9,053 | $68,983.86 | $27,792.71 | -$41,191.15 | -59.71% |
| SC Stacey Cole Haven Private LLC | 83,217 | $801,634.03 | $269,206.99 | -$532,427.04 | -66.42% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 191,653 | $2.43M | $602,748.68 | -$1.83M | -75.24% |
| SLB Susan L. Bloom Kentucky Trust Co | 1,500 | $11,915 | $4,792.5 | -$7,122.5 | -59.78% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 602,780 | $4.65M | $1.94M | -$2.7M | -58.22% |
Rossby Financial LLC Rossby Financial LLC | 44,400 | $395,911 | $141,858 | -$254,053 | -64.17% |
| RS Ruza Susnik Triglav Investments d.o.o. | 21,341 | $162,618.42 | $71,065.53 | -$91,552.89 | -56.3% |