| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 3,545 | $428,856.37 | $385,376.95 | -$43,479.42 | -10.14% |
Jeremy Baltz Raleigh Capital Management Inc. | 22 | $2,588.74 | $2,353.34 | -$235.4 | -9.09% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 2,000 | $235,340 | $220,400 | -$14,940 | -6.35% |
Allison Tronnes Forum Financial Management LP | 4,721 | $578,457.86 | $503,400.23 | -$75,057.63 | -12.98% |
Paul Elam Oak Harbor Wealth Partners LLC | 5,913 | $714,163.98 | $643,934.57 | -$70,229.41 | -9.83% |
| LWL Leo Wealth LLC Leo Wealth LLC | 5,419 | $759,241.64 | $581,865.12 | -$177,376.52 | -23.36% |
William Jollie Quent Capital LLC | 1,596 | $222,504.18 | $174,378.96 | -$48,125.22 | -21.63% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,427 | $632,857.21 | $586,468.75 | -$46,388.46 | -7.33% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 76,380 | $10.04M | $8.4M | -$1.63M | -16.27% |
Marc H. Stone Tyler-Stone Wealth Management | 48,420 | $6.82M | $5.21M | -$1.61M | -23.58% |
Missy Straw Nilsine Partners LLC | 2,255 | $295,180.56 | $242,311.02 | -$52,869.54 | -17.91% |
Dalila Toledo Ascent Group LLC | 19,755 | $3M | $2.1M | -$896,601.72 | -29.89% |
| EM Erin Mccann Simplicity Wealth LLC | 9,065 | $1.13M | $989,263.45 | -$145,061.52 | -12.79% |
Michael Byun SageView Advisory Group LLC | 3,938 | $606,369.45 | $422,567.09 | -$183,802.36 | -30.31% |
| KB Kimberly Byrne Bill Few Associates Inc. | 36,089 | $4.64M | $3.83M | -$804,975.99 | -17.36% |
Owen Schrum Schrum Private Wealth Management LLC | 2,946 | $409,832.36 | $323,780.13 | -$86,052.23 | -21% |
Katie Christensen iSAM Funds UKK) Ltd | 1,700 | $200,039 | $184,084.5 | -$15,954.5 | -7.98% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,686 | $472,988.24 | $393,038.18 | -$79,950.06 | -16.9% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,106 | $190,080.5 | $118,353.06 | -$71,727.44 | -37.74% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,957 | $271,930.02 | $214,663.33 | -$57,266.69 | -21.06% |