| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kayla Tweedy JBR Co Financial Management Inc | 79,927 | $5.24M | $4.6M | -$641,014.22 | -12.24% |
Jay Kasting Landing Point Financial Group, LLC | 7,394 | $484,381.18 | $425,081.06 | -$59,300.12 | -12.24% |
Kara Lilian Lynx Investment Advisory | 46,012 | $2.99M | $2.65M | -$347,848.63 | -11.62% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 5,462 | $338,826.08 | $314,010.38 | -$24,815.7 | -7.32% |
Barry Carpenter Cascades Capital Asset Management, LLC | 4,198 | $275,010.63 | $250,200.8 | -$24,809.83 | -9.02% |
Matthew Riley Hickory Point Bank & Trust | 108 | $5,708 | $6,208.92 | $500.92 | 8.78% |
Millstone Evans Group LLC Millstone Evans Group LLC | 780 | $51,098 | $46,558.2 | -$4,539.8 | -8.88% |
Tim Rowsey Lighthouse Wealth Management Inc. | 139,196 | $9.12M | $8M | -$1.12M | -12.24% |
Winebrenner Capital Management LLC Winebrenner Capital Management LLC | 14,535 | $952,187.45 | $835,617.15 | -$116,570.3 | -12.24% |
Elizabeth Arce Sovran Advisors LLC | 7,448 | $471,979.72 | $428,185.52 | -$43,794.2 | -9.28% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 5,384 | $286,374.96 | $309,526.16 | $23,151.2 | 8.08% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 3,971 | $260,140 | $228,292.79 | -$31,847.21 | -12.24% |
| RH Richard Harris Aspire Growth Partners LLC | 5,467 | $358,143 | $314,297.83 | -$43,845.17 | -12.24% |
Rockbridge Capital Management LLC Rockbridge Capital Management LLC | 10,709 | $641,867.29 | $631,081.37 | -$10,785.92 | -1.68% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 5,479 | $358,929.38 | $314,987.71 | -$43,941.67 | -12.24% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,346 | $153,686.73 | $134,871.54 | -$18,815.19 | -12.24% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 10,229 | $670,101.84 | $600,237.72 | -$69,864.12 | -10.43% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 2,365 | $154,931.53 | $135,963.85 | -$18,967.68 | -12.24% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 4,852 | $317,854.74 | $289,615.88 | -$28,238.86 | -8.88% |
Ameriflex Group Inc. Ameriflex Group Inc. | 10,168 | $666,105.43 | $606,012.8 | -$60,092.63 | -9.02% |