| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 1,504 | $296,314.79 | $255,138.56 | -$41,176.23 | -13.9% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 80,917 | $15.95M | $12.83M | -$3.12M | -19.58% |
Loni Adams Daymark Wealth Partners LLC | 11,737 | $2.23M | $1.99M | -$234,552.32 | -10.54% |
Brian Matter Creative Capital Management Investments LLC | 21 | $3,914.82 | $3,562.44 | -$352.38 | -9% |
| QS Quentin Stoker Gallacher Capital Management LLC | 2,120 | $418,057.92 | $359,636.8 | -$58,421.12 | -13.97% |
Patrick D. Hayes Canopy Partners LLC | 2,702 | $532,888.82 | $458,367.28 | -$74,521.54 | -13.98% |
| BP Brett Pohl Kingdom Financial Group LLC | 27 | $5,342.03 | $4,356.72 | -$985.31 | -18.44% |
Stephen Smith Kestra Investment Management LLC | 1,295 | $245,648 | $209,142.5 | -$36,505.5 | -14.86% |
Amy Hart Phillips Wealth Planners LLC | 5,605 | $1.11M | $904,422.8 | -$200,995.3 | -18.18% |
Bree Pate Olisti Co. Wealth LLC | 44 | $8,233 | $7,464.16 | -$768.84 | -9.34% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,142 | $422,443.39 | $339,507 | -$82,936.39 | -19.63% |
Amy Ardeel Icon Wealth Advisors LLC | 6,845 | $1.21M | $1.11M | -$104,645.45 | -8.65% |
Jonathan Seed Seed Wealth Management Inc. | 1,170 | $230,747 | $198,478.8 | -$32,268.2 | -13.98% |
Ashley Goggins Hidden Cove Wealth Management LLC | 1,065 | $201,945 | $180,666.6 | -$21,278.4 | -10.54% |
Jeffrey Hanson Breakwater Capital Group | 2,866 | $565,232.18 | $486,188.24 | -$79,043.94 | -13.98% |
Kyle Kelley Family Capital Management Inc. | 2,926 | $574,368.09 | $496,366.64 | -$78,001.45 | -13.58% |
Salvatore Cocivera Cora Capital Advisors LLC | 2,125 | $398,494 | $360,485 | -$38,009 | -9.54% |
Darren Tapley New England Capital Financial Advisors LLC | 560 | $110,384 | $94,998.4 | -$15,385.6 | -13.94% |
Paul L. Moffat Arista Wealth Management LLC | 2,536 | $500,150 | $430,207.04 | -$69,942.96 | -13.98% |
Moises Valladares Insigneo Advisory Services LLC | 16,641 | $3.16M | $2.6M | -$559,697.05 | -17.69% |