| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Liberti Wealth Effects LLC | 6,050 | $224,946.9 | $209,572 | -$15,374.9 | -6.83% |
Sara S. Alexander Sonora Investment Management Group LLC | 7,927 | $368,320.59 | $274,591.28 | -$93,729.31 | -25.45% |
| DD Donald Davey Disciplined Equity Management Inc. | 64,283 | $2.24M | $2.24M | -$2,558.86 | -0.11% |
James Langer Redmont Wealth Advisors LLC | 11,373 | $552,121.32 | $393,960.72 | -$158,160.6 | -28.65% |
W. Travis McKinney HB Wealth Management LLC | 9,360 | $360,166.28 | $325,353.6 | -$34,812.68 | -9.67% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 28,389 | $1.1M | $993,331.11 | -$102,322.38 | -9.34% |
James M. Perkins Quantum Private Wealth LLC | 5,700 | $217,854 | $199,101 | -$18,753 | -8.61% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 295 | $10,139.18 | $10,254.2 | $115.02 | 1.13% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 7,522 | $307,118.04 | $260,261.2 | -$46,856.84 | -15.26% |
Rachel Faulk Cape Investment Advisory Inc. | 438 | $15,423.47 | $15,224.88 | -$198.59 | -1.29% |
Brian Dechow SWAN Capital LLC | 15 | $562 | $519.52 | -$42.48 | -7.56% |
Belena Vincetti Fortis Capital Advisors LLC | 9,085 | $344,296.05 | $314,341 | -$29,955.05 | -8.7% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,401 | $48,758.38 | $48,495.61 | -$262.77 | -0.54% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 15,061 | $530,448 | $523,520.36 | -$6,927.64 | -1.31% |
| PIL PFG Investments LLC PFG Investments LLC | 22,728 | $872,937.45 | $789,798 | -$83,139.45 | -9.52% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 35,110 | $1.24M | $1.22M | -$17,379.25 | -1.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,133 | $207,606.85 | $176,164.56 | -$31,442.29 | -15.15% |
Peter David N Soliman Second Line Capital, LLC | 8,067 | $287,298.74 | $281,780.31 | -$5,518.43 | -1.92% |
Ryan Payne Payne Capital Management, LLC | 6,503 | $248,544.55 | $226,044.28 | -$22,500.27 | -9.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,971 | $578,386.22 | $589,911.96 | $11,525.74 | 1.99% |