| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 49,871 | $1.23M | $1.21M | -$23,087.35 | -1.88% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 92,042 | $2.28M | $2.22M | -$58,696.6 | -2.58% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 7.39M | $183.98M | $179.59M | -$4.39M | -2.39% |
Michael Snyder Beaumont Financial Advisors LLC | 711,322 | $17.82M | $17.16M | -$660,845.08 | -3.71% |
Neil Christ Oak Hill Wealth Advisors LLC | 129,489 | $3.23M | $3.12M | -$106,365.2 | -3.29% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 151,314 | $3.77M | $3.65M | -$118,661.4 | -3.15% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 83,691 | $2.09M | $2.02M | -$75,767.99 | -3.62% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 49,871 | $1.24M | $1.2M | -$36,325.3 | -2.93% |