| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jorge Paganin Abacus Wealth Partners, LLC | 1,697 | $243,025.84 | $222,459.73 | -$20,566.11 | -8.46% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 13,980 | $2.31M | $1.83M | -$476,248.87 | -20.64% |
Staci Compagno Portside Wealth Group, LLC | 28,703 | $4.45M | $3.76M | -$692,586.26 | -15.57% |
Courtney Holt Compound Planning, Inc. | 14,127 | $2.09M | $1.84M | -$259,576.03 | -12.39% |
Katherine Stoner Empower Advisory Group, LLC | 612,908 | $102.45M | $80.31M | -$22.14M | -21.61% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,245 | $583,870.63 | $423,650.97 | -$160,219.66 | -27.44% |
Nemes Rush Group LLC Nemes Rush Group LLC | 1,746 | $313,085.59 | $228,062.52 | -$85,023.07 | -27.16% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 7,715 | $1.18M | $1.01M | -$170,730.1 | -14.43% |
Scott Kapusta First County Bank /CT/ | 7,872 | $1.32M | $1.02M | -$298,018.75 | -22.54% |
John Derrick Eldred Rock Partners, LLC | 80,677 | $12.63M | $10.59M | -$2.04M | -16.13% |
Ian Wang Plato Investment Management Ltd | 70,534 | $11.54M | $9.23M | -$2.31M | -20.02% |
Shawn Scholz Impact Partnership Wealth, LLC | 8,797 | $1.24M | $1.15M | -$87,450.16 | -7.05% |
Chad Tobin Slagle Financial, LLC | 34,850 | $5.72M | $4.5M | -$1.22M | -21.32% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 5,768 | $1.07M | $750,041.88 | -$318,374.52 | -29.8% |
John Shanley Aspect Partners, LLC | 499 | $76,455.71 | $65,381.47 | -$11,074.24 | -14.48% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,242 | $414,365.05 | $287,827.96 | -$126,537.09 | -30.54% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,709 | $312,333.33 | $223,161.22 | -$89,172.11 | -28.55% |
Nancy Smetek Arcataur Capital Management LLC | 3,862 | $673,612.97 | $495,687.7 | -$177,925.27 | -26.41% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 15,652 | $2.3M | $2.04M | -$255,692.91 | -11.14% |
Carrie Miller Trellis Wealth Advisors LLC | 4,820 | $691,766.4 | $628,431.6 | -$63,334.8 | -9.16% |