| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rodrigo Diaz Plan Group Financial LLC | 120,324 | $2.46M | $2.07M | -$392,006.68 | -15.91% |
Daniel Guy Ethos Financial Group LLC | 27,774 | $621,582.41 | $475,213.14 | -$146,369.27 | -23.55% |
Scott Register Register Financial Advisors LLC | 9,146 | $174,198.85 | $157,311.2 | -$16,887.65 | -9.69% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 15 | $275.7 | $263.7 | -$12 | -4.35% |
| MWL Melia Wealth LLC Melia Wealth LLC | 486,337 | $10.55M | $8.24M | -$2.3M | -21.84% |
| NH Nathaniel Holden Core Wealth Partners LLC | 11,668 | $207,690 | $202,323.12 | -$5,366.88 | -2.58% |
| JC Jared Calvert Buck Wealth Strategies LLC | 166 | $2,853 | $2,939.03 | $86.03 | 3.02% |
| KB Kyle Bubeck TrueMark Investments LLC | 24,038 | $412,732 | $416,818.92 | $4,086.92 | 0.99% |
Driton Bilali Ilex Capital Partners (UK) LLP | 105,198 | $1.81M | $1.84M | $29,981.09 | 1.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 13,928 | $243,071.6 | $239,283.04 | -$3,788.56 | -1.56% |
Benj Foor Frazier Financial Advisors, LLC | 4,814 | $103,979 | $82,536.03 | -$21,442.97 | -20.62% |
Amir Har-El Savvy Advisors, Inc. | 54,584 | $1.15M | $963,953.44 | -$189,325.65 | -16.42% |
Ann Keitner Quantum Portfolio Management LLC | 1,488 | $27,349.44 | $25,496.88 | -$1,852.56 | -6.77% |
Julie Beswick Advantage Trust Co | 100 | $1,838 | $1,735 | -$103 | -5.6% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3 | $54 | $51.54 | -$2.46 | -4.56% |
Chandler te Velde Maia Wealth LLC | 18,597 | $386,784.68 | $319,961.38 | -$66,823.3 | -17.28% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 19,116 | $428,019.82 | $327,552.66 | -$100,467.16 | -23.47% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 672,162 | $12.08M | $11.82M | -$260,351.7 | -2.16% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 35,923 | $769,555.62 | $631,167.11 | -$138,388.51 | -17.98% |
Janice M. Powell Diversify Advisory Services, LLC | 42,458 | $988,309.7 | $749,383.7 | -$238,926 | -24.18% |