| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RAS RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 635 | $220,392.45 | $198,767.7 | -$21,624.76 | -9.81% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,643 | $1.03M | $827,311.86 | -$203,731.66 | -19.76% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 10,882 | $3.77M | $3.41M | -$361,305.42 | -9.59% |
Carmen McClennon WR Wealth Planners, LLC | 2,202 | $688,843.5 | $689,270.04 | $426.51 | 0.06% |
Craig Small Symphony Financial Services, Inc. | 823 | $329,958.2 | $257,615.46 | -$72,342.75 | -21.92% |
Matthew Richmond Richmond Investment Services, LLC | 1,461 | $545,034.14 | $457,322.22 | -$87,711.94 | -16.09% |
Nathan Edwards IMG Wealth Management, Inc. | 422 | $161,172.79 | $132,094.44 | -$29,078.35 | -18.04% |
AMY TEH Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 156,840 | $53.97M | $49.09M | -$4.87M | -9.03% |
David A Rozenson Fairscale Capital, LLC | 656 | $225,821.44 | $205,341.12 | -$20,480.33 | -9.07% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,913 | $1.02M | $911,827.26 | -$111,035.82 | -10.85% |
Chad Warrick Summit Wealth Partners, LLC | 1,766 | $500,969.06 | $552,793.32 | $51,824.25 | 10.34% |
| TAL TPG Advisors LLC TPG Advisors LLC | 1,178 | $405,717.63 | $368,737.56 | -$36,980.08 | -9.11% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 8,553 | $3.01M | $2.68M | -$336,642.84 | -11.17% |
Samantha Cox Capital Investment Counsel, LLC | 16,750 | $6.08M | $5.24M | -$837,054.17 | -13.77% |
Alison Gould Persium Advisors, LLC | 6,212 | $2.42M | $1.94M | -$471,887.21 | -19.53% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 1,640 | $630,522.12 | $513,352.8 | -$117,169.34 | -18.58% |
| FGS Frederic G Sauer Orion Investment Co | 800 | $275,392 | $250,416 | -$24,976.01 | -9.07% |
Heather Fowler A4 Wealth Advisors LLC | 611 | $247,546.21 | $191,255.22 | -$56,290.99 | -22.74% |
David Maddux Brightwater Advisory LLC | 1,485 | $523,550.99 | $464,834.7 | -$58,716.3 | -11.21% |
Laurel Steward Mattson Financial Services, LLC | 2,725 | $955,618.97 | $852,979.5 | -$102,639.5 | -10.74% |