| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TM Terry McHugh McHugh Group LLC | 8,200 | $2.01M | $1.73M | -$276,250.87 | -13.74% |
| IAL IFC Advisors LLC IFC Advisors LLC | 2,714 | $538,023.39 | $577,430.64 | $39,407.25 | 7.32% |
| FLP Financial Life Planners Financial Life Planners | 215 | $42,613 | $45,455.3 | $2,842.3 | 6.67% |
| KH Kyle Hammerschmidt MOKAN Wealth Management Inc. | 5,097 | $1.11M | $1.08M | -$35,034.26 | -3.15% |
| LMR Lindsay Marie Rider Capital & Planning LLC | 16 | $3,172 | $3,382.72 | $210.72 | 6.64% |
Samira Kadam Synergy Investment Management LLC | 40 | $7,880.85 | $8,384 | $503.15 | 6.38% |
| JS Joseph Shenton Permanent Capital Management LP | 2,888 | $657,655.58 | $598,884.56 | -$58,771.02 | -8.94% |
Heather LeVar Roxbury Financial LLC | 228 | $54,223.77 | $48,203.76 | -$6,020.01 | -11.1% |
| CW Chung Wu Chung Wu Investment Group LLC | 70 | $17,307.86 | $14,799.4 | -$2,508.46 | -14.49% |
| BM Berkeley Meredith Hughes Financial Services LLC | 94 | $22,774.66 | $19,873.48 | -$2,901.18 | -12.74% |
| JA Jonathan Ameen Impact Capital Partners LLC | 2,023 | $484,731.17 | $427,702.66 | -$57,028.51 | -11.76% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 567 | $128,131.59 | $121,309.65 | -$6,821.94 | -5.32% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 2,887 | $687,522.42 | $610,369.54 | -$77,152.88 | -11.22% |
| DN Daniel Newman Noble Wealth Management PBC | 6 | $1,311 | $1,268.52 | -$42.48 | -3.24% |
| FG Fabian Guerra Guerra Advisors Inc. | 64 | $15,805 | $13,530.88 | -$2,274.12 | -14.39% |
| RH Richard Harris Aspire Growth Partners LLC | 1,164 | $254,290 | $246,092.88 | -$8,197.12 | -3.22% |
| ECM Eisler Capital Management Ltd. Eisler Capital Management Ltd. | 793 | $210,658.47 | $167,656.06 | -$43,002.41 | -20.41% |
| OFO OneAscent Family Office LLC OneAscent Family Office LLC | 1,030 | $225,003.5 | $220,368.5 | -$4,635 | -2.06% |
| SID Sava Infond d.o.o. Sava Infond d.o.o. | 9,356 | $2.21M | $1.98M | -$233,555.64 | -10.56% |
| GLF Groupe La Francaise Groupe La Francaise | 1,341 | $331,178.87 | $300,276.72 | -$30,902.15 | -9.33% |