| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Zienty Cardinal Point Capital Management ULC | 710 | $342,593.81 | $276,019.61 | -$66,574.2 | -19.43% |
Alex Nunnamaker Schechter Investment Advisors LLC | 2,042 | $985,956.23 | $793,847.94 | -$192,108.29 | -19.48% |
Brian Dechow SWAN Capital LLC | 5 | $2,563.5 | $2,061.6 | -$501.9 | -19.58% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 902 | $400,657.18 | $350,661.53 | -$49,995.65 | -12.48% |
Bert D. Barre Colonial Trust Co. / SC | 537 | $248,797.66 | $221,072.16 | -$27,725.5 | -11.14% |
Nolan Hoffmeyer Thematics Asset Management | 142,535 | $55.82M | $55.41M | -$408,875.67 | -0.73% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,743 | $1.33M | $1.13M | -$199,449.87 | -14.99% |
Loni Adams Daymark Wealth Partners LLC | 1,037 | $462,575 | $403,144.13 | -$59,430.87 | -12.85% |
Brian Matter Creative Capital Management Investments LLC | 10 | $4,460.7 | $3,887.6 | -$573.1 | -12.85% |
Sheryl Stephens Stephens Consulting LLC | 1 | $470 | $388.76 | -$81.24 | -17.29% |
Lucas Mosher SP Asset Management LLC | 3,672 | $2.19M | $1.43M | -$757,533.49 | -34.67% |
| BP Brett Pohl Kingdom Financial Group LLC | 500 | $198,240 | $208,000 | $9,760 | 4.92% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 932 | $438,169.37 | $384,282.24 | -$53,887.13 | -12.3% |
Amy Ardeel Icon Wealth Advisors LLC | 3,356 | $1.62M | $1.35M | -$278,014.12 | -17.13% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 476 | $212,329 | $190,790.32 | -$21,538.68 | -10.14% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 87 | $27,778.13 | $33,822.12 | $6,043.99 | 21.76% |
Paul L. Moffat Arista Wealth Management LLC | 1,000 | $446,070 | $388,760.01 | -$57,309.99 | -12.85% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 451 | $221,209.97 | $175,330.76 | -$45,879.21 | -20.74% |
Moises Valladares Insigneo Advisory Services LLC | 1,614 | $765,848.93 | $680,301 | -$85,547.93 | -11.17% |
Ashley Buboltz Moran Wealth Management LLC | 1,134 | $561,245.31 | $454,529.88 | -$106,715.43 | -19.01% |