| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 34,104 | $2.56M | $2.42M | -$142,785.44 | -5.58% |
Kelly Kaczmarczyk Dravo Bay LLC | 10,901 | $790,534.83 | $771,681.79 | -$18,853.04 | -2.38% |
Sean Reitenbach Prosperity Consulting Group LLC | 45,312 | $3.37M | $3.21M | -$159,375.28 | -4.74% |
Bill McVay Red Tortoise LLC | 61,158 | $4.5M | $4.33M | -$173,271.31 | -3.85% |
Gery Sadzewicz Forum Private Client Group LLC | 43,162 | $3.17M | $3.06M | -$110,457.93 | -3.49% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 19,854 | $1.44M | $1.41M | -$33,488.5 | -2.33% |
Samantha Pierangeli City State Bank | 113,586 | $8.28M | $8.04M | -$240,695.57 | -2.91% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 390,575 | $28.48M | $27.66M | -$820,011.35 | -2.88% |
Michael Schneck Gridiron Partners LLC | 660,080 | $48.82M | $46.75M | -$2.08M | -4.25% |
| EI Excelsior Investors Intelligent Financial Strategies | 123,649 | $9.2M | $8.76M | -$438,721.63 | -4.77% |
Morgan Christen Spinnaker Investment Group LLC | 4,931 | $356,302.53 | $348,892.9 | -$7,409.63 | -2.08% |
Michael Hackman HFG Advisors Inc. | 36,500 | $2.65M | $2.58M | -$64,859.23 | -2.45% |
| MWM Marion Wealth Management Marion Wealth Management | 9,551 | $704,213.51 | $677,069.43 | -$27,144.08 | -3.85% |
W. Travis McKinney HB Wealth Management LLC | 144,025 | $10.58M | $10.2M | -$380,557.97 | -3.6% |
Daniel Forbes Forbes Financial Planning Inc. | 9,504 | $687,550.53 | $673,120.8 | -$14,429.73 | -2.1% |
| MC mike Chen Byrne Asset Management LLC | 51 | $4,311.57 | $3,608.76 | -$702.81 | -16.3% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 18,107 | $1.32M | $1.28M | -$40,063.23 | -3.03% |
Mark Perrault Intergy Private Wealth LLC | 4,736 | $348,111.43 | $335,403.52 | -$12,707.91 | -3.65% |
Taylor Fairman Eagle Rock Investment Company LLC | 787,691 | $60.13M | $55.84M | -$4.29M | -7.13% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 10,608 | $781,534.32 | $751,561.95 | -$29,972.37 | -3.84% |