| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Stevens Stevens Capital Partners | 13,907 | $2.89M | $2.38M | -$509,988.02 | -17.63% |
Kun Gao Sherbrooke Park Advisers LLC | 942 | $286,289.36 | $161,331.63 | -$124,957.73 | -43.65% |
Andrew Lewis Genesis Private Wealth LLC | 1,083 | $219,123.12 | $185,030.55 | -$34,092.57 | -15.56% |
| CWM Compass Wealth Management LLC Compass Wealth Management LLC | 14,229 | $2.93M | $2.42M | -$507,894.83 | -17.35% |
David Smith Linden Thomas Advisory Services LLC | 1,190 | $240,772.36 | $203,216.3 | -$37,556.06 | -15.6% |
Paul B. Ordonio Park Place Capital Corp. | 57 | $18,212.51 | $9,778.35 | -$8,434.16 | -46.31% |
Kevin Kroskey True Wealth Design LLC | 30 | $6,447.03 | $5,073.6 | -$1,373.43 | -21.3% |
| JC Jared Calvert Buck Wealth Strategies LLC | 11 | $2,364 | $1,875.83 | -$488.17 | -20.65% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 95 | $20,416.05 | $16,097.75 | -$4,318.3 | -21.15% |
Staci Compagno Portside Wealth Group, LLC | 1,243 | $446,108.37 | $212,664.87 | -$233,443.5 | -52.33% |
Courtney Holt Compound Planning, Inc. | 1,398 | $300,521 | $236,345.88 | -$64,175.12 | -21.35% |
Katherine Stoner Empower Advisory Group, LLC | 1,276 | $325,688.9 | $217,902.52 | -$107,786.38 | -33.09% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 2,474 | $531,577 | $422,670.53 | -$108,906.47 | -20.49% |
John Derrick Eldred Rock Partners, LLC | 75,576 | $16.1M | $12.88M | -$3.21M | -19.97% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,100 | $236,396 | $187,566.5 | -$48,829.5 | -20.66% |
Norden Group LLC NORDEN GROUP LLC | 1,211 | $427,494.31 | $205,761.01 | -$221,733.3 | -51.87% |
Daniel de la Torre Canada Post Corp Registered Pension Plan | 10,236 | $2.69M | $1.75M | -$933,956.07 | -34.78% |
| AA Andrew Alkon EntryPoint Capital, LLC | 1,364 | $275,978 | $232,099.19 | -$43,878.81 | -15.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 444 | $112,407.86 | $70,205.28 | -$42,202.58 | -37.54% |
Mathieu Cornu Pictet Asset Management Holding SA | 5,392 | $1.63M | $911,895.04 | -$718,646.69 | -44.07% |