| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 49,871 | $1.23M | $1.18M | -$52,760.59 | -4.29% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 92,042 | $2.28M | $2.16M | -$113,921.8 | -5% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 7.39M | $183.98M | $174.42M | -$9.56M | -5.19% |
Michael Snyder Beaumont Financial Advisors LLC | 729,424 | $18.26M | $17.16M | -$1.11M | -6.06% |
Neil Christ Oak Hill Wealth Advisors LLC | 129,489 | $3.23M | $3.05M | -$174,994.37 | -5.42% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 151,314 | $3.77M | $3.57M | -$194,318.4 | -5.16% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 83,691 | $2.09M | $1.98M | -$118,450.4 | -5.66% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 49,871 | $1.24M | $1.18M | -$62,756.93 | -5.06% |