| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KFS Keystone Financial Services LLC Keystone Financial Services LLC | 7,079 | $306,080.31 | $204,653.89 | -$101,391.02 | -33.13% |
| EWA EQ Wealth Advisors LLC EQ Wealth Advisors LLC | 37,044 | $1.57M | $1.07M | -$498,940.17 | -31.78% |
| CS Carol Somoano Asset Planning Inc. | 8,650 | $364,986.06 | $250,071.5 | -$114,871.31 | -31.47% |
| RFG REAP Financial Group LLC REAP Financial Group LLC | 4,080 | $147,171.53 | $117,952.8 | -$29,198.33 | -19.84% |
| VAL VestGen Advisors LLC VestGen Advisors LLC | 6,013 | $232,883 | $173,835.83 | -$59,017.1 | -25.34% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,686 | $68,248.59 | $48,742.26 | -$19,497.9 | -28.57% |
| EJK Edward J. King Graney & King LLC | 20 | $837 | $578.2 | -$258.7 | -30.91% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 250 | $10,467.24 | $7,227.5 | -$3,238.49 | -30.94% |
| JS Jeffrey Socha Entrewealth LLC | 17,388 | $538,854 | $502,687.08 | -$36,079.98 | -6.7% |
| MP Marcus Pimentel SLT Holdings LLC | 25,513 | $1.12M | $737,580.83 | -$384,172.59 | -34.24% |
| JB Joshalyn Baca TigerOak Management LLC | 48,077 | $2.25M | $1.39M | -$863,621.73 | -38.32% |
| MK Matthew Klein Matauro LLC | 164,877 | $5.27M | $4.77M | -$498,814.85 | -9.47% |
| CCL Citrine Capital LLC Citrine Capital LLC | 19,312 | $808,593.33 | $558,309.92 | -$250,186.85 | -30.94% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 816 | $34,840 | $23,590.56 | -$11,245.36 | -32.28% |
| SC Stacey Cole Haven Private LLC | 15,609 | $649,971.5 | $451,256.19 | -$198,637.27 | -30.56% |
| SK Samira Kadam Synergy Investment Management LLC | 80 | $2,399 | $2,312.8 | -$85.8 | -3.58% |
| SLB Susan L. Bloom Kentucky Trust Co | 2 | $84 | $57.82 | -$26.17 | -31.15% |
| RCA Runnymede Capital Advisors Inc. Runnymede Capital Advisors Inc. | 10,453 | $313,485 | $302,196.23 | -$11,236.5 | -3.58% |
| MO Matthew Ottusch Cushing Capital Partners LLC | 14,467 | $560,307 | $418,240.97 | -$141,993.69 | -25.34% |
| FG Fabian Guerra Guerra Advisors Inc. | 19 | $962 | $549.29 | -$412.61 | -42.89% |