| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kurt Van Dyken Lifeworks Advisors LLC | 21,257 | $386,036.67 | $301,879.16 | -$84,157.51 | -21.8% |
| SE Sima Elimelech Activest Wealth Management | 681 | $11,021.38 | $9,598.01 | -$1,423.37 | -12.91% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 39,598 | $731,407.25 | $562,347.04 | -$169,060.21 | -23.11% |
Brian Baylis Bell Investment Advisors Inc. | 1,685 | $30,070.64 | $23,842.75 | -$6,227.89 | -20.71% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 27,302 | $715,657.13 | $385,367.73 | -$330,289.4 | -46.15% |
Larry Herold Herold Advisors Inc. | 13,300 | $228,156 | $188,878.62 | -$39,277.38 | -17.22% |
Bobby Adusumilli SJS Investment Consulting Inc. | 610 | $10,135.69 | $8,610.15 | -$1,525.54 | -15.05% |
Kea Molnar Cromwell Holdings LLC | 653 | $11,956.99 | $9,328.1 | -$2,628.89 | -21.99% |
Christopher Moore Paralel Advisors LLC | 100,305 | $2.72M | $1.42M | -$1.3M | -47.84% |
Ashish Sharma DGS Capital Management LLC | 10,371 | $163,032.12 | $146,386.66 | -$16,645.46 | -10.21% |
| PK Parth Karia Capricorn Fund Managers Ltd. | 76,628 | $1.2M | $1.07M | -$130,267.6 | -10.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 16,537 | $475,330.66 | $230,773.83 | -$244,556.83 | -51.45% |
| HC Harry Cowley Stonegate Investment Group LLC | 53,675 | $1.47M | $757,622.62 | -$715,827.24 | -48.58% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 70 | $1,942.5 | $982.1 | -$960.4 | -49.44% |
Candace Cavalier Congress Wealth Management LLC / DE / | 37,586 | $1.1M | $527,331.58 | -$569,697.99 | -51.93% |
Jennifer Scott Scott Capital Advisors LLC | 18,328 | $625,901.2 | $259,341.2 | -$366,560 | -58.57% |
John Keene Keene & Associates Inc. | 86,550 | $2.4M | $1.21M | -$1.19M | -49.44% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 10,153 | $175,748.43 | $143,096.38 | -$32,652.05 | -18.58% |
| DD Donald Davey Disciplined Equity Management Inc. | 132,670 | $2.63M | $1.85M | -$781,861.25 | -29.71% |
Ana-Maria Ignat Covestor Ltd | 652 | $15,798.36 | $9,268.18 | -$6,530.18 | -41.33% |