| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carol Somoano Asset Planning Inc. | 41 | $2,798.6 | $2,272.42 | -$526.18 | -18.8% |
Tandem Financial LLC Tandem Financial LLC | 9,387 | $614,559.43 | $513,093.42 | -$101,466.01 | -16.51% |
VestGen Advisors LLC VestGen Advisors LLC | 11,746 | $721,599.14 | $641,507.79 | -$80,091.35 | -11.1% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 201 | $13,720 | $11,101.23 | -$2,618.77 | -19.09% |
| EJK Edward J. King Graney & King LLC | 63 | $3,983.19 | $3,486.42 | -$496.77 | -12.47% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 228 | $16,724 | $12,619.8 | -$4,104.2 | -24.54% |
Bradley Wilson Crews Bank & Trust | 22,459 | $1.53M | $1.24M | -$288,929.37 | -18.86% |
SummitTX Capital LP SummitTX Capital LP | 19,864 | $1.46M | $1.09M | -$362,914.88 | -24.91% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 5,900 | $431,821 | $322,199 | -$109,622 | -25.39% |
| RN Ron New Whipplewood Advisors LLC | 50 | $2,815.41 | $2,765 | -$50.41 | -1.79% |
| JB Joshalyn Baca TigerOak Management LLC | 4,158 | $283,824.64 | $231,143.22 | -$52,681.42 | -18.56% |
| MM Michael McCracken MFG Wealth Management Inc. | 25,835 | $1.89M | $1.4M | -$490,090.04 | -25.86% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 3,112 | $228,265 | $172,218.08 | -$56,046.92 | -24.55% |
| FLP Financial Life Planners Financial Life Planners | 2,706 | $152,551.63 | $149,993.58 | -$2,558.05 | -1.68% |
Samira Kadam Synergy Investment Management LLC | 2,028 | $114,247.99 | $110,911.32 | -$3,336.67 | -2.92% |
| SLB Susan L. Bloom Kentucky Trust Co | 1,200 | $81,912 | $65,952 | -$15,960 | -19.48% |
| CW Chung Wu Chung Wu Investment Group LLC | 300 | $21,129.5 | $16,641 | -$4,488.5 | -21.24% |
| BM Berkeley Meredith Hughes Financial Services LLC | 81 | $5,432.06 | $4,451.76 | -$980.3 | -18.05% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 550 | $37,543.11 | $30,338 | -$7,205.11 | -19.19% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 17,425 | $1.19M | $965,780.62 | -$223,650.07 | -18.8% |