| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 222 | $3,132.52 | $1,835.94 | -$1,296.58 | -41.39% |
John DeMarco Trajan Wealth LLC | 24,822 | $240,120.37 | $205,277.94 | -$34,842.43 | -14.51% |
Rachel Faulk Cape Investment Advisory Inc. | 351 | $2,868 | $3,116.88 | $248.88 | 8.68% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 79 | $806 | $653.33 | -$152.67 | -18.94% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 125 | $1,021 | $1,110 | $89 | 8.72% |
Lydia Moore MRP Capital Investments LLC | 81 | $662 | $642.33 | -$19.67 | -2.97% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,666 | $14,251.82 | $13,777.82 | -$474 | -3.33% |
Mathieu Cornu Pictet Asset Management Holding SA | 20,884 | $302,131.36 | $172,710.68 | -$129,420.68 | -42.84% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 465 | $7,695.02 | $3,845.55 | -$3,849.47 | -50.03% |
Jae Cho Marex Group plc | 87,064 | $1M | $720,019.28 | -$282,636.03 | -28.19% |
David Vollmer PFS Partners, LLC | 79 | $1,322.47 | $653.33 | -$669.14 | -50.6% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 542 | $3,431 | $4,482.34 | $1,051.34 | 30.64% |
Jill R. Seidman Expect Equity LLC | 165,509 | $2.29M | $1.37M | -$921,885.58 | -40.25% |
Darin Sadow Freestone Grove Partners LP | 38,383 | $391,506.6 | $317,427.41 | -$74,079.19 | -18.92% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 203,547 | $2.56M | $1.68M | -$875,658.57 | -34.22% |
| WL Wealthcollab LLC WealthCollab, LLC | 12 | $152 | $95.16 | -$56.84 | -37.39% |
Ryan Visniski Bryce Point Capital, LLC | 23,497 | $294,887 | $194,320.19 | -$100,566.81 | -34.1% |
| HAS Hayley A. Snell LRI Investments, LLC | 911 | $11,309.88 | $7,533.97 | -$3,775.91 | -33.39% |
Bruce Barton Parkworth Wealth Management, Inc. | 6 | $72.33 | $49.62 | -$22.71 | -31.4% |
Benjamin Natter Kent Lake PR LLC | 750,000 | $7.31M | $6.2M | -$1.11M | -15.18% |