| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ashish Sharma DGS Capital Management LLC | 23,204 | $613,341.74 | $682,661.68 | $69,319.94 | 11.3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 43 | $1,598.74 | $1,264.41 | -$334.33 | -20.91% |
Candace Cavalier Congress Wealth Management LLC / DE / | 7,738 | $254,719.8 | $227,110.3 | -$27,609.5 | -10.84% |
Ana-Maria Ignat Covestor Ltd | 1,230 | $44,994.41 | $36,973.8 | -$8,020.61 | -17.83% |
| WTM W. Travis McKinney HB Wealth Management LLC | 9,126 | $312,484.43 | $274,418.82 | -$38,065.61 | -12.18% |
| WJ William Jollie Quent Capital LLC | 580 | $24,342.6 | $17,643.6 | -$6,699 | -27.52% |
Michael Byun SageView Advisory Group LLC | 125 | $4,635 | $3,802.5 | -$832.5 | -17.96% |
| TK Taro Kuriyama Axq Capita LLP | 5,801 | $205,761 | $176,466.42 | -$29,294.58 | -14.24% |
Mariana Coli Dunhill Financial LLC | 403 | $16,894.6 | $12,255.23 | -$4,639.37 | -27.46% |
| DP Drew Phillips Fortitude Family Office LLC | 95 | $3,409.99 | $2,898.45 | -$511.54 | -15% |
Bert D. Barre Colonial Trust Co. / SC | 2,000 | $50,452.32 | $61,020 | $10,567.68 | 20.95% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 8,652 | $327,423.71 | $263,107.32 | -$64,316.39 | -19.64% |
Amy Ardeel Icon Wealth Advisors LLC | 27,421 | $983,077.43 | $839,082.6 | -$143,994.83 | -14.65% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 158 | $5,605 | $4,834.8 | -$770.2 | -13.74% |
Kevin Kroskey True Wealth Design LLC | 214 | $8,383.85 | $6,351.52 | -$2,032.33 | -24.24% |
Alexandra Stickelman Root Financial Partners, LLC | 408 | $16,467.79 | $12,427.68 | -$4,040.11 | -24.53% |
Jorge Paganin Abacus Wealth Partners, LLC | 8,164 | $302,661.64 | $248,675.44 | -$53,986.2 | -17.84% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 9,465 | $348,076.79 | $288,303.9 | -$59,772.89 | -17.17% |
John Derrick Eldred Rock Partners, LLC | 459,406 | $16.95M | $13.99M | -$2.96M | -17.44% |
Annmarie Young KPP Advisory Services LLC | 23,791 | $989,541.59 | $723,484.31 | -$266,057.28 | -26.89% |