| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew J. Swenson ARS Wealth Advisors Group LLC | 34,842 | $11.5M | $10.24M | -$1.26M | -10.94% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 1,303 | $478,990.78 | $385,049.54 | -$93,941.24 | -19.61% |
| WB William Bromley Innova Wealth Partners | 1,052 | $407,242.32 | $309,203.85 | -$98,038.47 | -24.07% |
Robert Tutela Essex LLC | 868 | $269,243.59 | $255,122.57 | -$14,121.02 | -5.24% |
| BFI BROGAN FINANCIAL Inc. BROGAN FINANCIAL Inc. | 1,426 | $487,513.33 | $435,471.88 | -$52,041.45 | -10.67% |
Brian Baylis Bell Investment Advisors Inc. | 386 | $126,951.54 | $118,980.64 | -$7,970.9 | -6.28% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 327,267 | $115.96M | $100.37M | -$15.59M | -13.44% |
| JSD Jeffrey S. Dabbs Kercheville Advisors LLC | 3,175 | $891,428 | $978,281 | $86,853 | 9.74% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 400,435 | $160.38M | $123.43M | -$36.95M | -23.04% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 529 | $193,998.62 | $156,324.8 | -$37,673.82 | -19.42% |
Andrew Endelman Independent Wealth Network Inc. | 1,112 | $384,908.08 | $328,607.13 | -$56,300.95 | -14.63% |
Larry Herold Herold Advisors Inc. | 13,017 | $4.33M | $3.83M | -$506,773.3 | -11.7% |
Alexander Eichhorn Tanager Wealth Management LLP | 2,180 | $788,014.76 | $644,211.82 | -$143,802.94 | -18.25% |
| AB Andrew Blass Atlantic Private Wealth LLC | 302 | $114,047.75 | $89,244.02 | -$24,803.73 | -21.75% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 49,843 | $18.32M | $15.21M | -$3.1M | -16.95% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 3,843 | $1.28M | $1.13M | -$151,304.64 | -11.81% |
| DC Donie Carlson DMC Group LLC | 2,340 | $969,772.77 | $691,493.4 | -$278,279.37 | -28.7% |
Tracy Richards FIDELIS iM LLC | 1,669 | $614,528.18 | $513,451.16 | -$101,077.02 | -16.45% |
Bobby Adusumilli SJS Investment Consulting Inc. | 2,265 | $817,331.57 | $698,163.6 | -$119,167.97 | -14.58% |
Andrew J. Whalen Whalen Wealth Management Inc. | 2,859 | $976,652.91 | $840,317.31 | -$136,335.6 | -13.96% |