| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 13,774 | $844,472.61 | $769,002.42 | -$75,470.19 | -8.94% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 5,042 | $446,977.15 | $282,099.9 | -$164,877.25 | -36.89% |
| WTM W. Travis McKinney HB Wealth Management LLC | 4,100 | $366,784.82 | $228,862 | -$137,922.82 | -37.6% |
| RM Russell Mohberg Regatta Capital Group LLC | 9,540 | $689,438.7 | $533,763 | -$155,675.7 | -22.58% |
Jeremy Baltz Raleigh Capital Management Inc. | 103 | $7,851.69 | $5,749.46 | -$2,102.23 | -26.77% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 6,298 | $414,634.86 | $352,373.1 | -$62,261.76 | -15.02% |
Allison Tronnes Forum Financial Management LP | 11,300 | $861,399 | $630,766 | -$230,633 | -26.77% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,929 | $342,257.54 | $275,136.78 | -$67,120.76 | -19.61% |
Michael Byun SageView Advisory Group LLC | 305 | $23,227 | $17,080 | -$6,147 | -26.46% |
| EMI Edward Mahaffy III Clientfirst Wealth Management LLC | 9,793 | $854,897.09 | $546,645.26 | -$308,251.83 | -36.06% |
Matthew Friedwald ParaFi Capita LLP | 1.05M | $91.93M | $58.61M | -$33.32M | -36.24% |
Jason Matthews Kfg Wealth Management LLC | 10,208 | $751,462.03 | $569,810.56 | -$181,651.47 | -24.17% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 4,360 | $228,987.2 | $244,116.4 | $15,129.2 | 6.61% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,946 | $403,494.68 | $276,976 | -$126,518.68 | -31.36% |
| JP Jaimie Palmer Beacon Capital Management LLC | 6,602 | $469,058.37 | $369,645.98 | -$99,412.39 | -21.19% |
| CMD Chris M. Denholm Objective Capital Management LLC | 23,436 | $2.2M | $1.31M | -$890,568 | -40.43% |
Mark Astrinos Libra Wealth LLC | 93,717 | $7.17M | $5.25M | -$1.93M | -26.86% |
| MT Michael Topley Lansing Street Advisors | 41,541 | $3.16M | $2.33M | -$837,934.64 | -26.48% |
Jim Clark Worth Asset Management LLC | 5,829 | $306,139.08 | $326,365.71 | $20,226.63 | 6.61% |
| EL Edward Lowndes Angeles Wealth Management LLC | 8,327 | $602,878.41 | $467,977.4 | -$134,901.01 | -22.38% |