| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AJP Aaron J. Plautz Principia Wealth Advisory LLC | 3,073 | $102,668.97 | $51,841.51 | -$50,827.46 | -49.51% |
Smart Wealth LLC Smart Wealth LLC | 73,838 | $1.94M | $1.25M | -$681,847.59 | -35.21% |
| PS Paula Spurgeon BankPlus Trust Department | 2,421 | $67,109.39 | $40,575.96 | -$26,533.43 | -39.54% |
| LD Lyn Dippel Curio Wealth LLC | 127 | $3,720 | $2,157.73 | -$1,562.27 | -42% |
| FG Fabian Guerra Guerra Advisors Inc. | 734 | $30,498 | $12,470.66 | -$18,027.34 | -59.11% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 14,217 | $490,678.08 | $241,546.83 | -$249,131.25 | -50.77% |
| PC Patrick Collar Collar Capital Management LLC | 10,407 | $251,322.16 | $175,357.95 | -$75,964.21 | -30.23% |
| CWM Copia Wealth Management Copia Wealth Management | 103 | $4,196.28 | $1,749.97 | -$2,446.31 | -58.3% |