| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Drew Waldron Canvas Wealth Advisors LLC | 1,970 | $735,222.56 | $579,022.42 | -$156,200.14 | -21.25% |
Michelle Dubey Yousif Capital Management LLC | 106,171 | $43.33M | $32.73M | -$10.61M | -24.48% |
Cole Holmlund Alaethes Wealth LLC | 1,554 | $481,531.2 | $478,818.48 | -$2,712.72 | -0.56% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 1,328 | $480,205.52 | $390,325.77 | -$89,879.75 | -18.72% |
Keith Dubauskas One Plus One Wealth Management LLC | 1,743 | $544,013.26 | $533,018.11 | -$10,995.15 | -2.02% |
Jason Kaplan Howard Capital Management Group LLC | 2,343 | $794,260.26 | $692,379.95 | -$101,880.31 | -12.83% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,629 | $530,880.78 | $500,241.46 | -$30,639.32 | -5.77% |
Donna Rittershausen Koss-Olinger Consulting LLC | 977 | $357,977.87 | $287,159.85 | -$70,818.02 | -19.78% |
Jennifer Easley Gitterman Wealth Management LLC | 1,222 | $476,098.48 | $361,113.22 | -$114,985.26 | -24.15% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 6,461 | $2.13M | $1.97M | -$163,265.8 | -7.65% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 419 | $144,779.69 | $123,152.48 | -$21,627.21 | -14.94% |
John Nowicki LCM Capital Management Inc. | 4,295 | $1.24M | $1.27M | $24,353.21 | 1.96% |
Kyle P. Smith NewEdge Wealth LLC | 227,836 | $77.06M | $69.75M | -$7.3M | -9.48% |
John Ledford FWG Holdings LLC | 3,468 | $1.08M | $1.02M | -$56,261.73 | -5.2% |
Mack, Connie Clarity Financial LLC | 728 | $293,264.51 | $215,131.28 | -$78,133.23 | -26.64% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 704 | $245,358.41 | $206,919.69 | -$38,438.72 | -15.67% |
Matthew Carney Nfj Investment Group LLC | 58,504 | $20.55M | $17.2M | -$3.35M | -16.33% |
Jessica Clark Caerus Investment Advisors LLC | 2,436 | $859,128.46 | $719,862.38 | -$139,266.08 | -16.21% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,938 | $609,672.82 | $572,698.4 | -$36,974.42 | -6.06% |
| CAL CSM Advisors LLC CSM Advisors LLC | 979 | $357,808.06 | $289,304.3 | -$68,503.76 | -19.15% |