| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Lynda Bartsch Chaney Capital Management, Inc. | 575,869 | $56.53M | $56.55M | $24,069.84 | 0.04% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 37,082 | $3.68M | $3.64M | -$42,315.18 | -1.15% |
Todd A. Rustman Clarity Capital Partners LLC | 6,221 | $618,282.23 | $610,902.2 | -$7,380.03 | -1.19% |
D. Garet Strange Hobbs Group Advisors, LLC | 3,719 | $371,881.84 | $365,205.8 | -$6,676.04 | -1.8% |
Kyle Jones Pineridge Advisors LLC | 49 | $4,950.87 | $4,811.8 | -$139.07 | -2.81% |
Michael Koch Counterweight Ventures, LLC | 74,026 | $7.36M | $7.27M | -$90,075.91 | -1.22% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 8,120 | $800,482.69 | $797,384 | -$3,098.69 | -0.39% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 131,390 | $13.04M | $12.9M | -$140,587 | -1.08% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 30,146 | $2.94M | $2.96M | $15,543.86 | 0.53% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 14,178 | $1.4M | $1.39M | -$14,612.44 | -1.04% |
Ashley Meredith Abel Hall, LLC | 4,467 | $443,349.75 | $438,659.4 | -$4,690.35 | -1.06% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 6,568 | $651,922.71 | $644,977.6 | -$6,945.11 | -1.07% |
Philip Smith SWP FINANCIAL LLC | 6,079 | $598,704.22 | $596,957.8 | -$1,746.42 | -0.29% |
Michael Bailey MGB Wealth Management, LLC | 3,579 | $353,605 | $351,457.8 | -$2,147.2 | -0.61% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 23,660 | $2.35M | $2.32M | -$24,623.91 | -1.05% |
Shepherd Wealth Management Ltd. Shepherd Wealth Management Ltd. | 4,144 | $412,611.29 | $406,940.8 | -$5,670.49 | -1.37% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 25,993 | $2.57M | $2.55M | -$18,275.46 | -0.71% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 154,687 | $15.31M | $15.19M | -$116,537.69 | -0.76% |
Lindsey Cooksen Cooksen Wealth, LLC | 28,482 | $2.83M | $2.8M | -$28,741.95 | -1.02% |
Addis & Hill Inc. Addis & Hill, Inc | 90,456 | $8.92M | $8.88M | -$36,640.16 | -0.41% |