| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 1.06M | $159.99M | $149.12M | -$10.88M | -6.8% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,879 | $708,118.25 | $685,499.5 | -$22,618.75 | -3.19% |
Andrew Nall PMV Capital Advisers, LLC | 2,000 | $335,183.38 | $281,000 | -$54,183.38 | -16.16% |
| NRG Nemes Rush Group LLC Nemes Rush Group LLC | 5,987 | $935,172.02 | $840,455.06 | -$94,727.13 | -10.13% |
| EWM ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,292 | $384,989.22 | $321,750.96 | -$63,242.15 | -16.43% |
Scott Kapusta First County Bank /CT/ | 11,201 | $1.85M | $1.57M | -$272,611.96 | -14.77% |
Shawn Scholz Impact Partnership Wealth, LLC | 7,550 | $1.13M | $1.06M | -$66,651 | -5.91% |
Chad Tobin Slagle Financial, LLC | 3,046 | $503,579.6 | $427,963 | -$75,616.6 | -15.02% |
| PSF Prairie Sky Financial Group LLC Prairie Sky Financial Group LLC | 2,328 | $353,872.08 | $327,084 | -$26,788.08 | -7.57% |
John Shanley Aspect Partners, LLC | 254 | $40,084.03 | $35,646.36 | -$4,437.67 | -11.07% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,101 | $619,935.96 | $575,780.4 | -$44,155.56 | -7.12% |
Driton Bilali Ilex Capital Partners (UK) LLP | 1.41M | $204.3M | $198.59M | -$5.71M | -2.8% |
KATHLEEN VANORMER UNION SAVINGS BANK | 11,903 | $1.85M | $1.67M | -$182,826.32 | -9.86% |
| DT Derek Tinnin Altiora Financial Group, LLC | 2,563 | $397,209.32 | $359,793.94 | -$37,419.73 | -9.42% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,371 | $363,063.82 | $332,888.4 | -$30,175.42 | -8.31% |
| MRC Martin R. Curiel MYECFO, LLC | 1,473 | $239,074 | $206,720.82 | -$32,353.18 | -13.53% |
Andrew Wiener Samjo Management, LLC | 7,710 | $1.3M | $1.08M | -$213,869.73 | -16.49% |
| KAL Kure Advisory LLC Kure Advisory, LLC | 1,604 | $229,882.93 | $225,362 | -$4,520.93 | -1.97% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 2,388 | $364,497.78 | $335,251.32 | -$29,246.46 | -8.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 32,065 | $5.31M | $4.5M | -$806,973.93 | -15.2% |