| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 3,848 | $279,486.44 | $272,534.6 | -$6,951.84 | -2.49% |
Timothy Gerlach Novem Group | 13,550 | $996,436.82 | $958,181.47 | -$38,255.35 | -3.84% |
Christopher Warner WARNER FINANCIAL Inc. | 45,860 | $3.44M | $3.25M | -$187,469.32 | -5.45% |
Jim Clark Worth Asset Management LLC | 54,006 | $4M | $3.8M | -$199,170.77 | -4.98% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 180,070 | $13.15M | $12.77M | -$384,014.85 | -2.92% |
Daniel Ronan Catalyst Financial Partners LLC | 12,240 | $897,924.07 | $865,432.87 | -$32,491.2 | -3.62% |
Amanda Hawley Atria Wealth Solutions Inc. | 433,901 | $31.42M | $30.72M | -$694,474.61 | -2.21% |
Ryan Cahill Cahill Wealth Management LLC | 41,813 | $3.01M | $2.96M | -$47,777.99 | -1.59% |
Craig Johnsen Fortitude Advisory Group LLC | 17,860 | $1.34M | $1.26M | -$71,262.97 | -5.33% |
Jeffrey Gilbert Balboa Wealth Partners | 18,361 | $1.35M | $1.3M | -$49,572.59 | -3.68% |
Kevin Zemann WealthPlan Investment Management LLC | 12,708 | $905,598.3 | $899,853.48 | -$5,744.82 | -0.63% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 3,702 | $267,864.7 | $262,490.31 | -$5,374.39 | -2.01% |
Benjamin Cauley Carr Financial Group Corp. | 430,838 | $31.44M | $30.53M | -$915,534.35 | -2.91% |
James Rukstalis ESG Planning DBA Harper Investing | 298,902 | $21.93M | $21.18M | -$752,103.59 | -3.43% |
Michael Stulic Astoria Portfolio Advisors LLC | 4,446 | $327,527.09 | $314,265.51 | -$13,261.58 | -4.05% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 21,578 | $1.57M | $1.53M | -$40,434.03 | -2.58% |
Joseph Wallace Wallace Advisory Group LLC | 9,678 | $710,462 | $685,879.86 | -$24,582.14 | -3.46% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2.99M | $212.22M | $211.71M | -$505,489.95 | -0.24% |
John DeMarco Trajan Wealth LLC | 1.66M | $122.11M | $117.86M | -$4.25M | -3.48% |
Tom Deck Bricktown Capital LLC | 69,635 | $5.18M | $4.93M | -$249,989.62 | -4.83% |