| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Syon Capital LLC SYON CAPITAL LLC | 698,411 | $32.76M | $31.41M | -$1.35M | -4.12% |
Brian Glenn Premier Path Wealth Partners, LLC | 119,832 | $5.61M | $5.38M | -$227,684.48 | -4.06% |
| AK Alisha Kamadia United Community Bank | 303 | $14,226 | $13,594.09 | -$631.91 | -4.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 99,321 | $4.62M | $4.46M | -$163,853.32 | -3.54% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 658,862 | $30.4M | $29.6M | -$793,107.35 | -2.61% |
James Rankin Modern Wealth Management, LLC | 272,711 | $12.82M | $12.26M | -$556,636.92 | -4.34% |
Benj Foor Frazier Financial Advisors, LLC | 361 | $16,617.28 | $16,210.7 | -$406.58 | -2.45% |
Amir Har-El Savvy Advisors, Inc. | 522,340 | $24.41M | $23.48M | -$925,208.54 | -3.79% |
United Advisor Group LLC United Advisor Group, LLC | 7,110 | $332,974.75 | $319,167.9 | -$13,806.85 | -4.15% |
PETER KRUSSEL Southland Equity Partners LLC | 8,527 | $449,509.71 | $382,435.95 | -$67,073.76 | -14.92% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 6,120 | $283,601 | $274,971.6 | -$8,629.4 | -3.04% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 107,074 | $4.93M | $4.82M | -$116,292.21 | -2.36% |
Wayne Atkins VCI Wealth Management LLC | 220,560 | $10.22M | $9.92M | -$301,699.17 | -2.95% |
Kent Keister Bear Mountain Capital, Inc. | 2 | $94.85 | $90.02 | -$4.83 | -5.09% |
Thomas Hood Alternative Investment Advisors, LLC. | 87,940 | $4.09M | $3.95M | -$138,233.57 | -3.38% |
Joshua Stipcich Tidemark, LLC | 108 | $5,068.97 | $4,852.98 | -$215.99 | -4.26% |
Andrea Butler Sequent Planning LLC | 7,656 | $359,255.35 | $343,563 | -$15,692.35 | -4.37% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 767 | $35,561.5 | $34,472.81 | -$1,088.69 | -3.06% |
RENEE BRUNNER Elite Life Management LLC | 5,040 | $228,768.01 | $226,648.8 | -$2,119.21 | -0.93% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 183,726 | $8.54M | $8.2M | -$335,199.36 | -3.93% |