| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Liebman Amplius Wealth Advisors LLC | 355 | $226,745.59 | $120,515.4 | -$106,230.19 | -46.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 17,610 | $10.08M | $6.28M | -$3.8M | -37.74% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 750 | $479,039.98 | $255,112.5 | -$223,927.48 | -46.75% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,892 | $1.17M | $688,877.22 | -$485,349.4 | -41.33% |
Michael Capobianco MWA Asset Management | 374 | $101,899.72 | $127,590.1 | $25,690.38 | 25.21% |
Scott Ungar BlackDiamond Wealth Management LLC | 620 | $396,006.38 | $211,773.4 | -$184,232.98 | -46.52% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 6,487 | $484,280.63 | $2.31M | $1.83M | 377.46% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,837 | $376,419.1 | $965,402.73 | $588,983.63 | 156.47% |
Darby Barncord Martin Capital Advisors LLP | 1,687 | $299,852.17 | $601,331.17 | $301,479 | 100.54% |
| HC Harry Cowley Stonegate Investment Group LLC | 2,192 | $263,171.52 | $745,258.08 | $482,086.56 | 183.18% |
Dominic Corabi Wedmont Private Capital | 4,546 | $994,523.85 | $1.57M | $576,528.29 | 57.97% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,118 | $364,867.86 | $723,497.36 | $358,629.5 | 98.29% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3.97 | $178.84 | $1,374.54 | $1,195.7 | 668.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 14,451 | $596,505.13 | $4.97M | $4.37M | 733.38% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 568 | $362,793 | $193,182.48 | -$169,610.52 | -46.75% |
Li Peng China Universal Asset Management Co. Ltd. | 24,478 | $5.82M | $8.29M | $2.47M | 42.49% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 2 | $1,277.44 | $678.13 | -$599.31 | -46.91% |
William Liberti Wealth Effects LLC | 1,600 | $275,632 | $544,640 | $269,008 | 97.6% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 105 | $18,088.35 | $35,865.9 | $17,777.55 | 98.28% |
Jordan Szekely Cherrydale Wealth Management LLC | 450 | $287,423.99 | $155,232 | -$132,191.99 | -45.99% |