| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clark Asset Management LLC Clark Asset Management LLC | 284,943 | $20.16M | $18.22M | -$1.94M | -9.64% |
Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 6,432 | $441,205.03 | $413,545.44 | -$27,659.59 | -6.27% |
Michael Collins Wincap Financial LLC | 193,644 | $13.38M | $12.44M | -$942,187.12 | -7.04% |
| RM Rich Mowrer Brookwood Investment Group LLC | 4,930 | $347,140.75 | $315,717.2 | -$31,423.55 | -9.05% |
| AS Aryn Sands GK Wealth Management LLC | 171 | $10,727 | $10,786.68 | $59.68 | 0.56% |
Chris Ryan Ryan Investment Management Inc. | 185,362 | $12.78M | $11.89M | -$886,030.69 | -6.93% |
Molly Wheeler Burk Holdings LLC | 24,305 | $1.71M | $1.56M | -$155,607 | -9.09% |
Caldwell Trust Co Caldwell Trust Co | 1,870 | $128,619 | $119,969.85 | -$8,649.15 | -6.72% |
United Financial Planning Group LLC United Financial Planning Group LLC | 4,988 | $351,960.23 | $319,481.4 | -$32,478.83 | -9.23% |