| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Richert Clayton Financial Group LLC | 6,133 | $820,728.39 | $617,409.11 | -$203,319.28 | -24.77% |
Chris Chatto Encompass More Asset Management | 2,631 | $296,394.85 | $264,889.08 | -$31,505.77 | -10.63% |
Christopher Griffith Stablepoint Partners, LLC | 21,947 | $2.42M | $2.21M | -$213,419.45 | -8.81% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 3,927 | $432,245 | $396,352.5 | -$35,892.5 | -8.3% |
Jonathan Chatfield LM Advisors LLC | 241 | $31,968.89 | $24,324.15 | -$7,644.74 | -23.91% |
Jennifer Milam Mustard Seed Financial, LLC | 4,935 | $543,440.79 | $498,090.04 | -$45,350.75 | -8.35% |
Alan Gilmore Private Wealth Management Group, LLC | 705 | $76,048.77 | $71,712.6 | -$4,336.17 | -5.7% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 2,474 | $282,405.33 | $249,701.07 | -$32,704.26 | -11.58% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 1,166 | $156,119.05 | $117,392.88 | -$38,726.17 | -24.81% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 263,579 | $29.5M | $26.81M | -$2.69M | -9.1% |
Anne Wright Lummis Asset Management, LP | 29,488 | $3.93M | $2.97M | -$961,728.67 | -24.47% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 4,464 | $597,714.99 | $450,395.28 | -$147,319.71 | -24.65% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 5,735 | $631,036.22 | $578,632.82 | -$52,403.4 | -8.3% |
Alana Parm MORTON COMMUNITY BANK | 32,840 | $3.69M | $3.31M | -$372,593.7 | -10.11% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,083 | $111,191.61 | $109,036.44 | -$2,155.17 | -1.94% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,023 | $1.35M | $1.11M | -$242,829.4 | -17.92% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,831 | $701,727.26 | $587,065.08 | -$114,662.18 | -16.34% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 62,329 | $7.15M | $6.28M | -$878,153.43 | -12.28% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,343 | $262,078.28 | $235,893.24 | -$26,185.04 | -9.99% |
Brian Distler Lakeridge Wealth Management LLC | 2,475 | $276,274.95 | $249,183 | -$27,091.95 | -9.81% |