| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MR Michael Ryan Whelan Financial | 959 | $206,695.37 | $179,750.16 | -$26,945.21 | -13.04% |
David Spratt Badgley Phelps Wealth Managers LLC | 14,194 | $3.42M | $2.62M | -$798,362.8 | -23.35% |
Nathan C. Goodman Family Investment Center Inc. | 1,676 | $363,893.38 | $316,277.96 | -$47,615.42 | -13.08% |
| RE Rod Ehrlich Wayfinding Financial LLC | 6,059 | $1.08M | $1.13M | $53,303.6 | 4.95% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 18,823 | $3.58M | $3.52M | -$62,242.12 | -1.74% |
Bradley W. Clark Paladin Advisory Group LLC | 449 | $95,381.07 | $82,912.34 | -$12,468.73 | -13.07% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 3,382 | $677,654.68 | $638,217.22 | -$39,437.46 | -5.82% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,533 | $294,298.28 | $285,138 | -$9,160.28 | -3.11% |
Russell Silberstein Carmel Capital Partners LLC | 5,501 | $1.04M | $1.02M | -$26,033.32 | -2.5% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 30,801 | $6.43M | $5.81M | -$613,734.82 | -9.55% |
Kathleen Halliwell DMKC Advisory Services LLC | 16,170 | $3.5M | $3.03M | -$475,236.4 | -13.58% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,726 | $852,732.08 | $872,703.16 | $19,971.08 | 2.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,395 | $1.14M | $1.02M | -$120,806.07 | -10.57% |
Patrick M. Markey Northcape Wealth Management LLC | 16,810 | $3.38M | $3.1M | -$275,888.52 | -8.16% |
Brandon Collier Collier Financial | 44 | $8,756.96 | $8,125.04 | -$631.92 | -7.22% |
Scott Ungar BlackDiamond Wealth Management LLC | 1,152 | $249,373.44 | $212,728.32 | -$36,645.12 | -14.69% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,717 | $564,814.27 | $501,721.22 | -$63,093.05 | -11.17% |
| HC Harry Cowley Stonegate Investment Group LLC | 2,071 | $395,745.33 | $382,430.86 | -$13,314.47 | -3.36% |
Dominic Corabi Wedmont Private Capital | 13,675 | $2.74M | $2.56M | -$181,300.35 | -6.62% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1,051 | $227,509.97 | $194,077.66 | -$33,432.31 | -14.69% |