| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 36 | $7,953.51 | $6,647.76 | -$1,305.75 | -16.42% |
Samantha Pierangeli City State Bank | 2,093 | $406,550.12 | $392,207.27 | -$14,342.85 | -3.53% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 1,850 | $375,602.01 | $346,153.5 | -$29,448.51 | -7.84% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 4,095 | $825,791.43 | $767,546.32 | -$58,245.11 | -7.05% |
Roger Steed KRS Capital Management LLC | 1,803 | $382,233.99 | $332,941.98 | -$49,292.01 | -12.9% |
Brett Lee Planning Center Inc. | 1,005 | $200,025.15 | $187,929.97 | -$12,095.18 | -6.05% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,748 | $521,088.67 | $512,474.55 | -$8,614.12 | -1.65% |
W. Travis McKinney HB Wealth Management LLC | 30,472 | $5.88M | $5.75M | -$130,377.38 | -2.22% |
| MC mike Chen Byrne Asset Management LLC | 3,896 | $744,699.47 | $719,435.36 | -$25,264.11 | -3.39% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 4,025 | $871,291.75 | $750,622.29 | -$120,669.46 | -13.85% |
Russell Mohberg Regatta Capital Group LLC | 7,413 | $1.44M | $1.37M | -$73,835.65 | -5.12% |
Courtney Lawson Autumn Glory Partners LLC | 2,601 | $548,067.91 | $480,300.66 | -$67,767.25 | -12.36% |
Jeremy Baltz Raleigh Capital Management Inc. | 9 | $1,791.27 | $1,661.94 | -$129.33 | -7.22% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 10,550 | $2.1M | $1.95M | -$156,169.88 | -7.42% |
Allison Tronnes Forum Financial Management LP | 2,815 | $577,048.53 | $519,817.9 | -$57,230.63 | -9.92% |
| DC Debora Caley Richwood Investment Advisors LLC | 5,057 | $880,481.28 | $948,440.35 | $67,959.07 | 7.72% |
| LWL Leo Wealth LLC Leo Wealth LLC | 3,249 | $705,200.78 | $599,960.34 | -$105,240.44 | -14.92% |
William Jollie Quent Capital LLC | 1,224 | $268,364.88 | $231,005.52 | -$37,359.36 | -13.92% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 2,285 | $494,634 | $421,948.1 | -$72,685.9 | -14.69% |
Timothy R. Guthrie Bullseye Investment Management LLC | 217 | $47,115.04 | $40,071.22 | -$7,043.82 | -14.95% |