| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 1,383 | $598,364.76 | $525,858.09 | -$72,506.67 | -12.12% |
Ana-Maria Ignat Covestor Ltd | 43 | $22,010.69 | $16,445.35 | -$5,565.34 | -25.28% |
Kathryn Brown Morton Brown Family Wealth LLC | 1 | $338.39 | $380.88 | $42.49 | 12.56% |
Stefan Demuth Ameliora Wealth Management Ltd. | 95 | $48,348.91 | $36,289.78 | -$12,059.13 | -24.94% |
Andrew Burkey Joseph Group Capital Management | 44 | $16,708.39 | $16,764.44 | $56.05 | 0.34% |
John Swift Benchmark Investment Advisors LLC | 1,184 | $635,626.9 | $453,278.53 | -$182,348.37 | -28.69% |
W. Travis McKinney HB Wealth Management LLC | 4,541 | $2.32M | $1.74M | -$578,553.02 | -24.99% |
William Jollie Quent Capital LLC | 257 | $99,177.31 | $98,289.65 | -$887.66 | -0.9% |
Dalila Toledo Ascent Group LLC | 2,640 | $1.53M | $1M | -$527,829 | -34.47% |
| EM Erin Mccann Simplicity Wealth LLC | 860 | $291,015.41 | $329,199.4 | $38,183.99 | 13.12% |
Taro Kuriyama Axq Capita LLP | 1,748 | $591,506 | $669,693.76 | $78,187.76 | 13.22% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,052 | $569,015.67 | $404,641.28 | -$164,374.39 | -28.89% |
Daniel Ronan Catalyst Financial Partners LLC | 927 | $429,022.71 | $353,075.76 | -$75,946.95 | -17.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,585 | $737,287.93 | $606,183.25 | -$131,104.68 | -17.78% |
Kevin Zemann WealthPlan Investment Management LLC | 891 | $505,054.44 | $340,762.96 | -$164,291.48 | -32.53% |
Michael Stulic Astoria Portfolio Advisors LLC | 711 | $378,990.31 | $271,097.19 | -$107,893.12 | -28.47% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 4,595 | $1.55M | $1.76M | $209,853.7 | 13.5% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,482 | $779,008.23 | $567,131.76 | -$211,876.47 | -27.2% |
CJ Harrison DecisionPoint Financial LLC | 1 | $573 | $382.45 | -$190.55 | -33.25% |
| JG John Ginter Callan Family Office LLC | 2,441 | $863,780.91 | $934,073.06 | $70,292.15 | 8.14% |