| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Corey Saft Sivia Capital Partners, LLC | 22,811 | $3.37M | $3.2M | -$167,907.67 | -4.98% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 5,281 | $779,798.01 | $740,977.11 | -$38,818.26 | -4.98% |
Angela Pompian Sunpointe, LLC | 9,100 | $1.5M | $1.28M | -$226,753.11 | -15.09% |
Kyle Jones Pineridge Advisors LLC | 337 | $56,306.25 | $47,294.58 | -$9,011.67 | -16% |
Michael Koch Counterweight Ventures, LLC | 1,485 | $255,813.99 | $208,404.9 | -$47,409.09 | -18.53% |
Jay S. Arce Taylor Financial Group, Inc. | 2,861 | $425,866.11 | $401,426.91 | -$24,437.77 | -5.74% |
| SMA Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 1,536 | $250,614.79 | $215,700.48 | -$34,914.31 | -13.93% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 7,693 | $1.27M | $1.08M | -$191,685.46 | -15.09% |
Stacy Creekmur Creekmur Asset Management LLC | 12,270 | $2.02M | $1.72M | -$298,383.6 | -14.76% |
Ashley Meredith Abel Hall, LLC | 1,505 | $215,627 | $211,061.2 | -$4,565.8 | -2.12% |
| CI CacheTech Inc. CacheTech Inc. | 6,825 | $1.11M | $957,479.25 | -$153,102.81 | -13.79% |
| AAG Accordant Advisory Group Inc. Accordant Advisory Group Inc | 261 | $44,385.38 | $36,652.23 | -$7,733.15 | -17.42% |
Scott W. Simons Ridgeline Wealth Planning, LLC | 4,507 | $732,337.43 | $632,918.01 | -$99,419.42 | -13.58% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 2,729 | $444,890.56 | $383,233.47 | -$61,657.09 | -13.86% |
Cornelius T. McDonald III Wealth Group, Ltd. | 8,806 | $1.53M | $1.24M | -$289,805.46 | -19% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 1,700 | $284,136.99 | $238,578 | -$45,558.99 | -16.03% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 10,391 | $1.64M | $1.46M | -$182,401.83 | -11.12% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 2,304 | $338,032.17 | $323,112.96 | -$14,919.21 | -4.41% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 2,147 | $370,642.45 | $301,245.57 | -$69,395.81 | -18.72% |
David Quinn Pine Harbor Wealth Management, LLC | 3,120 | $461,068.62 | $437,767.2 | -$23,301.42 | -5.05% |