| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 6,088 | $2.45M | $1.49M | -$956,567.02 | -39.12% |
Brian Matter Creative Capital Management Investments LLC | 13 | $3,160.04 | $3,271.58 | $111.54 | 3.53% |
Adam Laibson Mainsail Financial Group LLC | 5,913 | $1.98M | $1.48M | -$501,629.59 | -25.31% |
Sheryl Stephens Stephens Consulting LLC | 13 | $4,550 | $3,173.43 | -$1,376.57 | -30.25% |
Dennis Wallace Fortune Financial Advisors LLC | 2,390 | $1.14M | $586,984 | -$548,954.78 | -48.33% |
Lucas Mosher SP Asset Management LLC | 2,075 | $762,872.88 | $523,896 | -$238,976.88 | -31.33% |
| BP Brett Pohl Kingdom Financial Group LLC | 176 | $40,578.3 | $43,039.92 | $2,461.62 | 6.07% |
Sue Oleari Trifecta Capital Advisors LLC | 75 | $33,351.01 | $18,308.25 | -$15,042.76 | -45.1% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,399 | $1.27M | $585,734.8 | -$681,526.98 | -53.78% |
Timothy J. Videnka Forza Wealth Management LLC | 2,554 | $523,621 | $628,641.56 | $105,020.56 | 20.06% |
Kevin Gray Lodestar Private Asset Management LLC | 1,116 | $444,165.49 | $273,944.52 | -$170,220.97 | -38.32% |
Amy Ardeel Icon Wealth Advisors LLC | 1,927 | $650,041.26 | $472,442.59 | -$177,598.67 | -27.32% |
John J. Edwards Breed's Hi LLCapital LLC | 1,204 | $533,351.15 | $303,606.66 | -$229,744.49 | -43.08% |
Joshua A. Kennon Kennon-Green & Company LLC | 18,045 | $6.14M | $4.42M | -$1.71M | -27.9% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,001 | $239,440.96 | $249,038.79 | $9,597.83 | 4.01% |
Dean Pelos Commonwealth Retirement Investments LLC | 198 | $40,594 | $48,559.5 | $7,965.5 | 19.62% |
Bepin Serraj Richard W. Paul & Associates LLC | 7 | $2,469.25 | $1,714.65 | -$754.6 | -30.56% |
Jeffrey Hanson Breakwater Capital Group | 1,291 | $480,587.9 | $316,385.37 | -$164,202.53 | -34.17% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 66 | $39,375.75 | $16,189.47 | -$23,186.28 | -58.88% |
Jesse Ellington Dover Advisors LLC | 1,248 | $595,911.81 | $307,993.92 | -$287,917.89 | -48.32% |