| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 128,026 | $2.95M | $2.87M | -$75,534.78 | -2.56% |
Amna Ali Khan GDS Wealth Management | 12,782 | $323,053.21 | $286,955.9 | -$36,097.31 | -11.17% |
Mark Mowrey Signature Resources Capital Management LLC | 6,454 | $148,608.05 | $144,892.3 | -$3,715.75 | -2.5% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 122,776 | $2.81M | $2.76M | -$57,932.85 | -2.06% |
Rachel Faulk Cape Investment Advisory Inc. | 40,232 | $923,458.24 | $903,208.4 | -$20,249.84 | -2.19% |
| FIL FWG Investments LLC FWG Investments LLC | 25,709 | $588,334.88 | $577,167.05 | -$11,167.83 | -1.9% |
Mariana Coli Dunhill Financial LLC | 1,671 | $38,399.92 | $37,580.79 | -$819.13 | -2.13% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 13,502 | $308,898.83 | $303,119.9 | -$5,778.93 | -1.87% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 210,310 | $4.82M | $4.72M | -$96,928.6 | -2.01% |
Jill Grimes Centurion Wealth Management LLC | 93,685 | $2.16M | $2.1M | -$52,488.39 | -2.43% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 11,141 | $256,851.28 | $250,115.45 | -$6,735.83 | -2.62% |
Bert D. Barre Colonial Trust Co. / SC | 10,299 | $237,380.63 | $231,212.55 | -$6,168.08 | -2.6% |
Richard S. Levenson Western Financial Corp./CA | 115,863 | $2.64M | $2.6M | -$36,413.91 | -1.38% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 173,599 | $4M | $3.9M | -$98,269.08 | -2.46% |
Gary Dempsey Leslie Global Wealth LLC | 11,401 | $259,715 | $255,952.45 | -$3,762.55 | -1.45% |
Jessica Thayer Unique Wealth LLC | 257,154 | $5.88M | $5.77M | -$111,285.7 | -1.89% |
Holly Skipper Verum Partners LLC | 1.7M | $38.8M | $38.24M | -$567,422.43 | -1.46% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 195,392 | $4.52M | $4.39M | -$131,289.59 | -2.91% |
Marc White Clarendon Private LLC | 48,877 | $1.12M | $1.1M | -$26,492.86 | -2.36% |
| BP Brett Pohl Kingdom Financial Group LLC | 13,377 | $306,515.62 | $300,848.73 | -$5,666.89 | -1.85% |