| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,000 | $39,540 | $31,960 | -$7,580 | -19.17% |
Patricia A. Thompson Leeward Investments LLC - MA | 1.24M | $23.33M | $19.79M | -$3.54M | -15.16% |
| MK Malinda Khauv Cercano Management LLC | 79,029 | $1.49M | $1.26M | -$226,935.16 | -15.23% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 149,999 | $2.76M | $2.44M | -$318,805.25 | -11.56% |
Mark Mowrey Signature Resources Capital Management LLC | 283 | $5,783.74 | $4,522.34 | -$1,261.4 | -21.81% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 623 | $10,728.06 | $9,955.54 | -$772.52 | -7.2% |
Lukas Lindgren Abound Wealth Management | 250 | $4,556.55 | $3,995 | -$561.55 | -12.32% |
Alex Nunnamaker Schechter Investment Advisors LLC | 17,570 | $394,496.99 | $280,768.6 | -$113,728.39 | -28.83% |
Brian Dechow SWAN Capital LLC | 27 | $511 | $431.46 | -$79.54 | -15.57% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 10,481 | $180,482.59 | $167,486.38 | -$12,996.21 | -7.2% |
Loni Adams Daymark Wealth Partners LLC | 45,877 | $876,593.3 | $733,114.46 | -$143,478.84 | -16.37% |
Nolan Langford Left Brain Wealth Management LLC | 10,450 | $208,804.27 | $166,991 | -$41,813.27 | -20.03% |
| YG Youse Guia DoubleLine ETF Adviser LP | 18,060 | $363,371.45 | $288,598.8 | -$74,772.65 | -20.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 128 | $2,305 | $2,105.6 | -$199.4 | -8.65% |
Stephen Smith Kestra Investment Management LLC | 142,728 | $2.82M | $2.32M | -$499,654.81 | -17.72% |
Scott Register Register Financial Advisors LLC | 61,509 | $1.18M | $982,913.82 | -$202,068.94 | -17.05% |
Joseph Gentili Riverview Capital Advisers LLC | 98,021 | $1.99M | $1.57M | -$425,890.93 | -21.38% |
Amy Ardeel Icon Wealth Advisors LLC | 39,989 | $758,915.62 | $650,221.14 | -$108,694.48 | -14.32% |
Moises Valladares Insigneo Advisory Services LLC | 15,050 | $299,010.77 | $240,499 | -$58,511.77 | -19.57% |
Jill Batley Gateway Wealth Partners LLC | 12,022 | $207,022 | $192,111.56 | -$14,910.44 | -7.2% |