| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 17,379 | $9.13M | $8.04M | -$1.09M | -11.91% |
| CWL Channel Wealth LLC Channel Wealth LLC | 388 | $188,188.08 | $179,628.48 | -$8,559.6 | -4.55% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 78 | $44,629.06 | $36,239.58 | -$8,389.48 | -18.8% |
Alexandra Stickelman Root Financial Partners, LLC | 324 | $131,398.04 | $149,137.2 | $17,739.16 | 13.5% |
Benjamin J. Jones National Wealth Management Group, LLC | 392 | $227,047 | $182,127.12 | -$44,919.88 | -19.78% |
Jorge Paganin Abacus Wealth Partners, LLC | 525 | $304,331.57 | $244,718.25 | -$59,613.32 | -19.59% |
| 3IP 3Chopt Investment Partners LLC 3Chopt Investment Partners, LLC | 789 | $391,586.08 | $366,577.29 | -$25,008.79 | -6.39% |
Staci Compagno Portside Wealth Group, LLC | 2,273 | $1.32M | $1.05M | -$268,352.83 | -20.29% |
Courtney Holt Compound Planning, Inc. | 5,214 | $3.02M | $2.4M | -$621,461.91 | -20.57% |
Katherine Stoner Empower Advisory Group, LLC | 19,480 | $9.98M | $8.96M | -$1.02M | -10.19% |
Nemes Rush Group LLC Nemes Rush Group LLC | 7 | $4,056 | $3,219.23 | -$836.77 | -20.63% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 1,001 | $522,990.78 | $465,074.61 | -$57,916.17 | -11.07% |
Scott Kapusta First County Bank /CT/ | 1,528 | $826,924.66 | $701,795.12 | -$125,129.54 | -15.13% |
John Derrick Eldred Rock Partners, LLC | 28,566 | $14.04M | $13.27M | -$768,996.74 | -5.48% |
Ian Wang Plato Investment Management Ltd | 9,440 | $5.24M | $4.37M | -$866,725.81 | -16.55% |
Shawn Scholz Impact Partnership Wealth, LLC | 1,047 | $606,158.19 | $485,745.18 | -$120,413.01 | -19.86% |
John Shanley Aspect Partners, LLC | 302 | $160,347.49 | $140,771.26 | -$19,576.23 | -12.21% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 12 | $6,636 | $5,523.6 | -$1,112.4 | -16.76% |
Driton Bilali Ilex Capital Partners (UK) LLP | 92,014 | $45.23M | $42.75M | -$2.48M | -5.48% |
Nancy Smetek Arcataur Capital Management LLC | 1,043 | $543,720.3 | $484,588.23 | -$59,132.07 | -10.88% |