| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
S. Hardy Taylor Heritage Investment Group Inc. | 1,767 | $706,066.74 | $522,166.17 | -$183,900.57 | -26.05% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 589 | $192,848.43 | $173,118.89 | -$19,729.54 | -10.23% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 746 | $283,644.69 | $228,686.3 | -$54,958.39 | -19.38% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 13,383 | $4.45M | $3.95M | -$498,695.67 | -11.2% |
| HFR Herbert F. Reilly III HFR Wealth Management LLC | 1,338 | $435,643.2 | $408,999.84 | -$26,643.36 | -6.12% |
Katie Smith Delos Wealth Advisors LLC | 183 | $65,601.4 | $54,078.33 | -$11,523.07 | -17.57% |
Justin Ericksen Blue Barn Wealth LLC | 678 | $250,863.26 | $206,545.92 | -$44,317.34 | -17.67% |
Kevin B. Crawford JB Capital LLC | 8,043 | $2.7M | $2.36M | -$335,049.49 | -12.41% |
Richard Slavik Newbridge Financial Services Group Inc. | 5,552 | $2.02M | $1.64M | -$383,862.57 | -18.96% |
Jeffrey Dominguez Dominguez Wealth Management Solutions Inc. | 2,442 | $772,811.46 | $747,325.26 | -$25,486.2 | -3.3% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 984 | $313,736.64 | $290,781.85 | -$22,954.79 | -7.32% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,482 | $1.11M | $1.03M | -$78,417.28 | -7.08% |
Adam J. Peck Riverwater Partners LLC | 1,123 | $401,097.31 | $330,072.17 | -$71,025.14 | -17.71% |
| EJL Emery J. Levick US Asset Management LLC | 3,662 | $1.2M | $1.12M | -$76,952.26 | -6.4% |
Kimberly Cappellano Private Wealth Asset Management LLC | 13,839 | $5.08M | $4.22M | -$855,712.68 | -16.85% |
Sima Elimelech Activest Wealth Management | 59 | $22,440.05 | $17,435.09 | -$5,004.96 | -22.3% |
Jodi Greenlund Financial Council LLC | 1,015 | $282,603.94 | $312,467.75 | $29,863.81 | 10.57% |
Eddie Wilcox Rollins Financial Advisors LLC | 4,609 | $1.62M | $1.35M | -$267,514.59 | -16.49% |
Christina Forster Pazienza Guardian Partners Inc. | 2,574 | $977,834.89 | $760,642.77 | -$217,192.12 | -22.21% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 7,851 | $2.57M | $2.31M | -$265,901.44 | -10.33% |