| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HKM Heather K. Mellem P/E Global LLC | 338,206 | $33.48M | $32.25M | -$1.24M | -3.7% |
Andrew Burkey Joseph Group Capital Management | 1,507 | $148,266.19 | $143,586.96 | -$4,679.23 | -3.16% |
Sean Reitenbach Prosperity Consulting Group LLC | 354,851 | $34.83M | $33.83M | -$1M | -2.88% |
Bill McVay Red Tortoise LLC | 11,143 | $1.08M | $1.06M | -$21,297.23 | -1.97% |
Gery Sadzewicz Forum Private Client Group LLC | 44,761 | $4.44M | $4.27M | -$169,469.99 | -3.82% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 43,230 | $4.28M | $4.13M | -$152,601.9 | -3.57% |
Samantha Pierangeli City State Bank | 75,203 | $7.38M | $7.17M | -$206,003.7 | -2.79% |
Michael Schneck Gridiron Partners LLC | 542,021 | $53.59M | $51.7M | -$1.88M | -3.52% |
Michael Hackman HFG Advisors Inc. | 3,044 | $304,034.72 | $290,443.26 | -$13,591.46 | -4.47% |
W. Travis McKinney HB Wealth Management LLC | 121,624 | $12.01M | $11.6M | -$407,806.99 | -3.4% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 5,163 | $504,821.43 | $492,472.75 | -$12,348.68 | -2.45% |
Mark Perrault Intergy Private Wealth LLC | 45,901 | $4.55M | $4.38M | -$175,078.48 | -3.85% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 2,052 | $203,078 | $195,750.54 | -$7,327.46 | -3.61% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 124,466 | $12.28M | $11.88M | -$399,298.57 | -3.25% |
Michelle McCarthy Vantage Financial Partners LLC | 142,343 | $14.42M | $13.6M | -$819,183.97 | -5.68% |
Paul Elam Oak Harbor Wealth Partners LLC | 29,444 | $2.92M | $2.81M | -$107,197.73 | -3.67% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,466 | $1.04M | $997,357.47 | -$44,704.32 | -4.29% |
William Jollie Quent Capital LLC | 2,754 | $272,693.52 | $262,759.14 | -$9,934.38 | -3.64% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,937 | $490,416.71 | $470,249.25 | -$20,167.46 | -4.11% |
Marc H. Stone Tyler-Stone Wealth Management | 12,232 | $1.23M | $1.17M | -$65,280.01 | -5.3% |