| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Andersen Western Pacific Wealth Management LP | 200 | $27,370 | $12,814 | -$14,556 | -53.18% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,561 | $767,459.95 | $643,798.56 | -$123,661.39 | -16.11% |
| HGL Herbst Group LLC Herbst Group LLC | 26,430 | $2.05M | $1.76M | -$283,990.35 | -13.87% |
Caroline Jankowski Operose Advisors LLC | 1,169 | $116,362.26 | $71,782.44 | -$44,579.82 | -38.31% |
Ana-Maria Ignat Covestor Ltd | 9 | $697.23 | $627.21 | -$70.02 | -10.04% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 22,139 | $1.77M | $1.42M | -$341,621.25 | -19.34% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 4,061 | $543,874.17 | $276,960.2 | -$266,913.97 | -49.08% |
W. Travis McKinney HB Wealth Management LLC | 39,599 | $3.94M | $2.76M | -$1.18M | -29.99% |
Maria Howe Carroll Investors Inc. | 35,876 | $3.05M | $2.19M | -$863,561.14 | -28.27% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 8,050 | $641,700.5 | $524,699 | -$117,001.5 | -18.23% |
Allison Tronnes Forum Financial Management LP | 2,426 | $241,484.04 | $150,145.14 | -$91,338.9 | -37.82% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 73,317 | $7.3M | $4.54M | -$2.76M | -37.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,451 | $725,780.06 | $310,190.19 | -$415,589.87 | -57.26% |
Jeffrey Gilbert Balboa Wealth Partners | 3,535 | $426,331.99 | $217,359.73 | -$208,972.26 | -49.02% |
Edward Lowndes Angeles Wealth Management LLC | 2,729 | $271,644.66 | $168,761.36 | -$102,883.3 | -37.87% |
James M. Perkins Quantum Private Wealth LLC | 3,100 | $358,995 | $200,942 | -$158,053 | -44.03% |
Kevin Zemann WealthPlan Investment Management LLC | 2,914 | $228,295.18 | $203,076.66 | -$25,218.52 | -11.05% |
Vito Collacuro Sutton Place Investors LLC | 2,205 | $219,485.7 | $142,906.05 | -$76,579.65 | -34.89% |
David W. Chenet Presidio Capital Management LLC | 2,151 | $214,110.54 | $144,493.42 | -$69,617.12 | -32.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 658 | $100,866.18 | $44,309.72 | -$56,556.46 | -56.07% |