| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,212 | $324,765.9 | $188,526.6 | -$136,239.3 | -41.95% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 43,998 | $8.76M | $6.92M | -$1.84M | -20.96% |
Dalila Toledo Ascent Group LLC | 3,035 | $800,848.45 | $472,898.52 | -$327,949.93 | -40.95% |
Michael Byun SageView Advisory Group LLC | 567 | $137,730 | $88,347.1 | -$49,382.9 | -35.85% |
| TK Taro Kuriyama Axq Capita LLP | 4,072 | $697,167 | $634,478.68 | -$62,688.32 | -8.99% |
Kristofer Gray Integrity Financial Corp. /WA | 1,600 | $273,936 | $248,880 | -$25,056 | -9.15% |
David K. Balsdon Harvest Portfolios Group Inc. | 1,762 | $414,982.4 | $273,515.26 | -$141,467.14 | -34.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,552 | $382,117.92 | $241,661.94 | -$140,455.98 | -36.76% |
| EL Edward Lowndes Angeles Wealth Management LLC | 3,081 | $622,244.08 | $478,263.63 | -$143,980.45 | -23.14% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,930 | $431,089.23 | $454,823.9 | $23,734.67 | 5.51% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 26,720 | $4.07M | $4.16M | $93,805.34 | 2.31% |
| JG John Ginter Callan Family Office LLC | 44,460 | $11.61M | $6.9M | -$4.71M | -40.59% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,647 | $273,775.48 | $254,972.07 | -$18,803.41 | -6.87% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 20 | $4,858.2 | $3,114.2 | -$1,744 | -35.9% |
Mariana Coli Dunhill Financial LLC | 63 | $14,963.42 | $9,809.73 | -$5,153.69 | -34.44% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 18 | $4,372 | $2,791.62 | -$1,580.38 | -36.15% |
Lukas Lindgren Abound Wealth Management | 6 | $1,457.53 | $937.47 | -$520.06 | -35.68% |
| DP Drew Phillips Fortitude Family Office LLC | 477 | $109,314.75 | $74,459.7 | -$34,855.05 | -31.89% |
Alex Nunnamaker Schechter Investment Advisors LLC | 10,062 | $1.1M | $1.57M | $468,273.13 | 42.63% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,202 | $312,478.94 | $342,873.44 | $30,394.5 | 9.73% |