| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 7,967 | $553,350.16 | $356,324.07 | -$197,026.09 | -35.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 31 | $2,596.56 | $1,388.18 | -$1,208.38 | -46.54% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 15 | $925.5 | $665.25 | -$260.25 | -28.12% |
Candace Cavalier Congress Wealth Management LLC / DE / | 81,894 | $6.4M | $3.64M | -$2.76M | -43.1% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 2,563 | $102,946.15 | $116,091.08 | $13,144.93 | 12.77% |
Ana-Maria Ignat Covestor Ltd | 745 | $38,651.49 | $33,502.65 | -$5,148.84 | -13.32% |
Jeffrey Gilbert Balboa Wealth Partners | 2,567 | $215,011.92 | $116,066.9 | -$98,945.02 | -46.02% |
Albert Moore First National Advisers LLC | 6,378 | $325,691.82 | $289,433.64 | -$36,258.18 | -11.13% |
Mariana Coli Dunhill Financial LLC | 6 | $303.87 | $269.82 | -$34.05 | -11.21% |
Lukas Lindgren Abound Wealth Management | 4 | $205 | $179.47 | -$25.53 | -12.45% |
Drew Phillips Fortitude Family Office LLC | 14 | $721.71 | $629.58 | -$92.13 | -12.77% |
Stephen Smith Kestra Investment Management LLC | 2,988 | $250,275 | $135,162.18 | -$115,112.82 | -45.99% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 5,798 | $485,552.9 | $260,736.06 | -$224,816.84 | -46.3% |
Paul B. Ordonio Park Place Capital Corp. | 192 | $13,770.24 | $8,534.4 | -$5,235.84 | -38.02% |
Kevin Kroskey True Wealth Design LLC | 111 | $5,757.05 | $4,991.67 | -$765.38 | -13.29% |
| JC Jared Calvert Buck Wealth Strategies LLC | 80 | $6,701 | $3,556.8 | -$3,144.2 | -46.92% |
Staci Compagno Portside Wealth Group, LLC | 4,704 | $394,009 | $212,785.44 | -$181,223.56 | -45.99% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 4,692 | $393,007 | $213,298.32 | -$179,708.68 | -45.73% |
Christopher C. Powers Farther Finance Advisors, LLC | 355 | $22,628.53 | $15,896.9 | -$6,731.63 | -29.75% |
Mathieu Cornu Pictet Asset Management Holding SA | 8,141 | $511,438.72 | $366,100.77 | -$145,337.95 | -28.42% |