| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sheryl Stephens Stephens Consulting LLC | 100 | $11,310.38 | $10,068 | -$1,242.38 | -10.98% |
Cornell P. Abod Beacon Investment Advisors LLC | 7,577 | $788,707.79 | $762,852.36 | -$25,855.43 | -3.28% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 14,812 | $1.63M | $1.49M | -$134,291.68 | -8.26% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 9,010 | $987,180.07 | $907,126.8 | -$80,053.27 | -8.11% |
Lucas Mosher SP Asset Management LLC | 127,004 | $14.21M | $12.79M | -$1.42M | -10% |
| BP Brett Pohl Kingdom Financial Group LLC | 75 | $9,005.6 | $7,551 | -$1,454.6 | -16.15% |
| SS Stephen Smith Kestra Investment Management LLC | 2,348 | $299,691.22 | $236,396.64 | -$63,294.58 | -21.12% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 1,664 | $223,622.71 | $167,531.52 | -$56,091.19 | -25.08% |
Amy Hart Phillips Wealth Planners LLC | 7,960 | $846,479.48 | $801,412.8 | -$45,066.68 | -5.32% |
| SR Scott Register Register Financial Advisors LLC | 5,864 | $619,184.2 | $590,387.52 | -$28,796.68 | -4.65% |
Bree Pate Olisti Co. Wealth LLC | 536 | $67,155 | $53,964.48 | -$13,190.52 | -19.64% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 19,610 | $2.33M | $1.97M | -$354,924.85 | -15.24% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 4,097 | $416,860.06 | $412,485.96 | -$4,374.1 | -1.05% |
Kevin Gray Lodestar Private Asset Management LLC | 2,717 | $296,294 | $273,547.56 | -$22,746.44 | -7.68% |
Amy Ardeel Icon Wealth Advisors LLC | 15,384 | $1.85M | $1.55M | -$305,883.42 | -16.49% |
John J. Edwards Breed's Hi LLCapital LLC | 11,844 | $1.33M | $1.19M | -$136,930.61 | -10.3% |
| SA Steve Alexandrowski GEM Asset Management LLC | 3,632 | $400,218.9 | $365,669.76 | -$34,549.14 | -8.63% |
| HFT Hui Fai Tam Caitong International Asset Management Co. Ltd. | 7,630 | $783,372 | $776,123.6 | -$7,248.4 | -0.93% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 34,850 | $3.82M | $3.54M | -$272,866.96 | -7.15% |
Jonathan Seed Seed Wealth Management Inc. | 2,231 | $244,941.19 | $224,617.08 | -$20,324.11 | -8.3% |