| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Stead Sachetta, LLC | 116 | $8,553.17 | $6,521.52 | -$2,031.65 | -23.75% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 20 | $1,181 | $1,115.4 | -$65.6 | -5.55% |
Adam Colby Wealth Group Ltd | 9,839 | $670,457.92 | $556,641.42 | -$113,816.5 | -16.98% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 23,334 | $1.75M | $1.3M | -$447,987 | -25.61% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 23,827 | $2.24M | $1.35M | -$888,125.52 | -39.73% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 121 | $7,744.17 | $6,742.12 | -$1,002.05 | -12.94% |
Jennifer Milam Mustard Seed Financial, LLC | 16,494 | $1.01M | $919,870.38 | -$90,232.04 | -8.93% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 3,720 | $303,478 | $207,464.4 | -$96,013.6 | -31.64% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 58,333 | $3.95M | $3.26M | -$693,931.62 | -17.56% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 4,937 | $402,757.99 | $275,089.64 | -$127,668.35 | -31.7% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 401 | $35,731.13 | $22,373.79 | -$13,357.34 | -37.38% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,034 | $283,500.87 | $225,077.03 | -$58,423.84 | -20.61% |
Erik Roemer GERBER, LLC | 3,606 | $290,868.87 | $200,926.32 | -$89,942.55 | -30.92% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,514 | $207,431 | $196,063.63 | -$11,367.37 | -5.48% |
Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 10 | $591 | $557.85 | -$33.15 | -5.61% |
Brian Krause Cascade Financial Partners, LLC | 9,098 | $574,093.59 | $507,531.93 | -$66,561.66 | -11.59% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 4,001 | $282,383.23 | $220,535.12 | -$61,848.11 | -21.9% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 3,702 | $218,529 | $206,756.7 | -$11,772.3 | -5.39% |
Michael Mills Mills Wealth Advisors LLC | 21,033 | $1.33M | $1.17M | -$156,178.72 | -11.74% |
Argentarii LLC Argentarii, LLC | 8,840 | $662,865.19 | $493,714 | -$169,151.19 | -25.52% |