| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sheryl Stephens Stephens Consulting LLC | 1,506 | $152,150.2 | $147,512.7 | -$4,637.5 | -3.05% |
Sue Oleari Trifecta Capital Advisors LLC | 300 | $29,235.38 | $29,385 | $149.62 | 0.51% |
Amy Hart Phillips Wealth Planners LLC | 3,110 | $322,061.9 | $306,148.4 | -$15,913.5 | -4.94% |
Dean Pelos Commonwealth Retirement Investments LLC | 665 | $73,915 | $65,136.75 | -$8,778.25 | -11.88% |
Robin Sherwood HTG Investment Advisors Inc. | 2,425 | $236,316 | $242,548.5 | $6,232.5 | 2.64% |
Jeffrey Hanson Breakwater Capital Group | 3,000 | $347,040 | $293,850 | -$53,190 | -15.33% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,400 | $418,404 | $333,030 | -$85,374 | -20.4% |
Moises Valladares Insigneo Advisory Services LLC | 1,838 | $204,294 | $184,774.14 | -$19,519.86 | -9.55% |
Paul B. Ordonio Park Place Capital Corp. | 48 | $4,697.25 | $4,820.16 | $122.91 | 2.62% |
Kevin Kroskey True Wealth Design LLC | 726 | $75,427.48 | $72,665.34 | -$2,762.14 | -3.66% |
Kelly F. Taylor Whitaker-Myers Wealth Managers Ltd. | 9,973 | $1.21M | $976,855.35 | -$229,877.65 | -19.05% |
| DD Damir Durkovic Entropy Technologies, LP | 33,267 | $3.64M | $3.34M | -$307,111.57 | -8.43% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 857 | $88,021.28 | $85,858.54 | -$2,162.74 | -2.46% |
Jorge Paganin Abacus Wealth Partners, LLC | 1,991 | $206,637.84 | $195,018.45 | -$11,619.39 | -5.62% |
Katherine Stoner Empower Advisory Group, LLC | 2,685 | $305,179.83 | $262,995.75 | -$42,184.08 | -13.82% |
Nemes Rush Group LLC Nemes Rush Group LLC | 101 | $9,077.64 | $10,110.1 | $1,032.46 | 11.37% |
Ian Wang Plato Investment Management Ltd | 30,857 | $3.56M | $3.02M | -$534,589.24 | -15.03% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,459 | $273,318 | $246,133.6 | -$27,184.4 | -9.95% |
Tony Macafee UniSuper Management Pty Ltd | 3,091 | $343,830.88 | $302,763.45 | -$41,067.43 | -11.94% |
Alisha Arvold Christopher J. Hasenberg, Inc | 20 | $2,442.95 | $1,968.8 | -$474.15 | -19.41% |