| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 44,973 | $777,650.88 | $351,463.99 | -$426,186.89 | -54.8% |
Ana-Maria Ignat Covestor Ltd | 397 | $3,408.66 | $3,033.08 | -$375.58 | -11.02% |
William Jollie Quent Capital LLC | 1,123 | $19,416.67 | $8,579.72 | -$10,836.95 | -55.81% |
David K. Balsdon Harvest Portfolios Group Inc. | 31,964 | $441,140.09 | $248,999.56 | -$192,140.53 | -43.56% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 820 | $15,088 | $5,981.9 | -$9,106.1 | -60.35% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 32,573 | $302,810.33 | $247,033.63 | -$55,776.7 | -18.42% |
CJ Harrison DecisionPoint Financial LLC | 4 | $53 | $30.56 | -$22.44 | -42.34% |
Lukas Lindgren Abound Wealth Management | 11 | $130.9 | $83.54 | -$47.36 | -36.18% |
Drew Phillips Fortitude Family Office LLC | 848 | $7,361.75 | $6,478.72 | -$883.03 | -11.99% |
Brian Dechow SWAN Capital LLC | 66 | $783 | $481.47 | -$301.53 | -38.51% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 68,648 | $714,667.5 | $500,787.16 | -$213,880.34 | -29.93% |
Brian Matter Creative Capital Management Investments LLC | 62 | $829.56 | $473.68 | -$355.88 | -42.9% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 36,623 | $492,787.84 | $285,293.17 | -$207,494.67 | -42.11% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 101,464 | $1.37M | $775,184.96 | -$596,617.09 | -43.49% |
Kevin Kroskey True Wealth Design LLC | 752 | $5,464.07 | $5,745.28 | $281.21 | 5.15% |
Jorge Paganin Abacus Wealth Partners, LLC | 44,022 | $778,181.38 | $321,140.49 | -$457,040.89 | -58.73% |
Norden Group LLC NORDEN GROUP LLC | 296,500 | $4.21M | $2.23M | -$1.98M | -47.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,555 | $32,253.7 | $18,638.72 | -$13,614.98 | -42.21% |
Mathieu Cornu Pictet Asset Management Holding SA | 34,367 | $424,363.91 | $262,563.88 | -$161,800.03 | -38.13% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 25 | $407.06 | $189.87 | -$217.19 | -53.36% |