| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill Ryan Manhattan West Asset Management LLC | 12,057 | $170,566.38 | $147,758.53 | -$22,807.85 | -13.37% |
Bridget Fagerholt MAS Advisors LLC | 19,452 | $309,117.22 | $239,823.71 | -$69,293.51 | -22.42% |
John Gorlow Cardiff Park Advisors LLC | 10,000 | $151,400 | $121,950 | -$29,450 | -19.45% |
W. Travis McKinney HB Wealth Management LLC | 179,528 | $2.53M | $2.2M | -$331,845.63 | -13.09% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 13,008 | $194,374.15 | $159,543.12 | -$34,831.03 | -17.92% |
William Jollie Quent Capital LLC | 21,435 | $315,278.96 | $263,007.45 | -$52,271.51 | -16.58% |
Lori Fernicola Castle Wealth Management LLC | 35,043 | $472,664.7 | $431,028.9 | -$41,635.8 | -8.81% |
Drew Phillips Fortitude Family Office LLC | 530 | $7,192.16 | $6,503.1 | -$689.06 | -9.58% |
Alex Nunnamaker Schechter Investment Advisors LLC | 325,337 | $4.95M | $3.95M | -$997,544.11 | -20.16% |
Daniel Guy Ethos Financial Group LLC | 37,540 | $553,087.16 | $456,111 | -$96,976.16 | -17.53% |
Michael Snyder Beaumont Financial Advisors LLC | 15,222 | $210,171.69 | $185,480.07 | -$24,691.62 | -11.75% |
Kelly Christopher Significant Wealth Partners LLC | 16,590 | $210,097.8 | $203,725.2 | -$6,372.6 | -3.03% |
| NH Nathaniel Holden Core Wealth Partners LLC | 15,060 | $198,190 | $184,560.3 | -$13,629.7 | -6.88% |
Syed Rizvi AlphaQ Advisors LLC | 17,886 | $270,794 | $216,241.74 | -$54,552.26 | -20.15% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 3,750 | $47,475 | $45,281.25 | -$2,193.75 | -4.62% |
| JC Jared Calvert Buck Wealth Strategies LLC | 165 | $2,123 | $2,033.62 | -$89.38 | -4.21% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 31,432 | $475,880.48 | $386,613.6 | -$89,266.88 | -18.76% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 10,482 | $143,482.45 | $129,190.65 | -$14,291.8 | -9.96% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,177 | $245,779.36 | $231,466.39 | -$14,312.97 | -5.82% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 11,555 | $148,829 | $140,913.22 | -$7,915.78 | -5.32% |