| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Staci Compagno Portside Wealth Group, LLC | 8,444 | $585,029.17 | $509,004.32 | -$76,024.85 | -13% |
Courtney Holt Compound Planning, Inc. | 14,548 | $1.02M | $870,843.28 | -$150,894.64 | -14.77% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 5,007 | $343,401.24 | $299,719.02 | -$43,682.22 | -12.72% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,587 | $324,966 | $274,210.86 | -$50,755.14 | -15.62% |
Jeremy Sorci Premier Financial Group | 570 | $42,143 | $34,120.2 | -$8,022.8 | -19.04% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 23,007 | $1.62M | $1.38M | -$238,812.98 | -14.78% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 110,207 | $7.4M | $6.64M | -$759,979.9 | -10.27% |
Andrew Agosta Prosperity Financial Group, Inc. | 33,357 | $1.64M | $1.99M | $351,513.28 | 21.41% |
Elliot Kallen Prosperity Wealth Management, Inc. | 14,010 | $668,111.89 | $837,097.5 | $168,985.61 | 25.29% |
Alicia Fuschak Avid Wealth Partners LLC | 45,036 | $2.95M | $2.69M | -$255,907.6 | -8.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 83,602 | $5.63M | $5.02M | -$613,210.21 | -10.88% |
Anthony Moeller MN Wealth Advisors, LLC | 5,373 | $375,028.45 | $321,036.75 | -$53,991.7 | -14.4% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,047 | $425,704.87 | $362,124.59 | -$63,580.28 | -14.94% |
Kevin Bresler TD Waterhouse Canada Inc. | 33,555 | $2.04M | $2.01M | -$35,245.71 | -1.73% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 16,377 | $1.13M | $978,935.17 | -$148,368.79 | -13.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 84,310 | $5.86M | $5.05M | -$812,236.99 | -13.86% |
Amir Har-El Savvy Advisors, Inc. | 101,573 | $7.2M | $6.07M | -$1.12M | -15.63% |
Ann Keitner Quantum Portfolio Management LLC | 11,131 | $743,376.54 | $666,579.93 | -$76,796.61 | -10.33% |
Owen McCabe Tyche Wealth Partners LLC | 29,004 | $2M | $1.74M | -$263,823.67 | -13.19% |
United Advisor Group LLC United Advisor Group, LLC | 14,996 | $978,460.33 | $898,035.46 | -$80,424.87 | -8.22% |