| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David W. Lewis Lewis Asset Management, LLC | 50,248 | $989,253.09 | $942,652.48 | -$46,600.61 | -4.71% |
Owen McCabe Tyche Wealth Partners LLC | 24,402 | $480,836.99 | $457,781.52 | -$23,055.47 | -4.79% |
United Advisor Group LLC United Advisor Group, LLC | 113,090 | $2.33M | $2.12M | -$209,311.09 | -8.98% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 20,065 | $408,262.55 | $376,419.4 | -$31,843.15 | -7.8% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 200 | $3,604 | $3,752 | $148 | 4.11% |
Steven JE Manders BKM Wealth Management, LLC | 56,152 | $1.12M | $1.05M | -$63,117.68 | -5.65% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 22,846 | $423,329 | $428,590.96 | $5,261.96 | 1.24% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,695 | $33,795.21 | $33,679.65 | -$115.56 | -0.34% |
Carol Smith Access Investment Management LLC | 30,675 | $614,420.65 | $575,463 | -$38,957.65 | -6.34% |
Matthew Stead Sachetta, LLC | 32 | $641 | $600.32 | -$40.68 | -6.35% |
Chandler te Velde Maia Wealth LLC | 26,317 | $531,073.79 | $493,706.92 | -$37,366.87 | -7.04% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 18,000 | $333,539 | $337,680 | $4,141 | 1.24% |
Christopher Griffith Stablepoint Partners, LLC | 11,431 | $249,721.04 | $214,445.56 | -$35,275.48 | -14.13% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 22,988 | $460,382.66 | $456,771.56 | -$3,611.1 | -0.78% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 453,206 | $9.05M | $9.01M | -$40,095.17 | -0.44% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,105 | $205,776 | $220,656.35 | $14,880.35 | 7.23% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 35,807 | $732,005.32 | $671,739.32 | -$60,266 | -8.23% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 164,209 | $3.12M | $3.08M | -$35,545.02 | -1.14% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 8,525 | $173,989 | $159,929 | -$14,060 | -8.08% |
Kayla Tweedy JBR Co Financial Management Inc | 22,410 | $485,593.72 | $420,411.6 | -$65,182.12 | -13.42% |