| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Laurel Steward Mattson Financial Services, LLC | 7,028 | $1.39M | $1.19M | -$193,832.08 | -13.98% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 61 | $12,030 | $10,348.04 | -$1,681.96 | -13.98% |
Gregory A. Brown Brown Financial Advisors | 3,850 | $759,297.04 | $653,191 | -$106,106.04 | -13.97% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,076 | $201,327 | $182,532.64 | -$18,794.36 | -9.34% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 11,543 | $2.19M | $1.86M | -$324,589.5 | -14.83% |
David Levy Diversified Enterprises LLC | 4,654 | $917,862.05 | $789,504.56 | -$128,357.49 | -13.98% |
Pines Wealth Management LLC Pines Wealth Management LLC | 2,176 | $429,150.72 | $369,136.64 | -$60,014.08 | -13.98% |
Matthew Riley Hickory Point Bank & Trust | 150 | $28,443 | $25,446 | -$2,997 | -10.54% |
Curtis Harrell Tounjian Advisory Partners LLC | 24 | $4,559 | $3,872.64 | -$686.36 | -15.06% |
Bryan Buchert Kera Capital Partners Inc. | 1,434 | $282,813.74 | $224,349.3 | -$58,464.44 | -20.67% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 1,657 | $325,353.38 | $281,093.48 | -$44,259.9 | -13.6% |
Greykasell Wealth Strategies Inc. Greykasell Wealth Strategies Inc. | 690 | $136,082 | $109,537.5 | -$26,544.5 | -19.51% |
Millstone Evans Group LLC Millstone Evans Group LLC | 107 | $20,289 | $16,986.25 | -$3,302.75 | -16.28% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 314 | $59,446 | $53,266.96 | -$6,179.04 | -10.39% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 2,400 | $472,928.23 | $407,136 | -$65,792.23 | -13.91% |
| KSB Kennebec Savings Bank Kennebec Savings Bank | 65 | $12,150 | $11,026.6 | -$1,123.4 | -9.25% |
Kenneth Donald Ouellette Orca Wealth Management LLC | 34,716 | $6.85M | $5.89M | -$956,869.16 | -13.98% |
Matthew D. Copley Copley Financial Group Inc. | 1,419 | $279,854.95 | $225,266.25 | -$54,588.7 | -19.51% |
Heather Scully NWF Advisory Services Inc. | 3,332 | $645,367.77 | $565,240.48 | -$80,127.29 | -12.42% |
Stephen Davis Fairvoy Private Wealth LLC | 2,027 | $399,764.48 | $343,860.28 | -$55,904.2 | -13.98% |