| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 60 | $21,998.4 | $17,730.6 | -$4,267.8 | -19.4% |
Bill McVay Red Tortoise LLC | 81 | $27,883.3 | $23,936.31 | -$3,946.99 | -14.16% |
Gery Sadzewicz Forum Private Client Group LLC | 731 | $266,898.59 | $223,722.55 | -$43,176.04 | -16.18% |
Samantha Pierangeli City State Bank | 4,848 | $1.64M | $1.49M | -$150,775.2 | -9.2% |
Christopher Pelch Vance Wealth LLC | 576 | $203,143.67 | $170,213.76 | -$32,929.91 | -16.21% |
Roger Steed KRS Capital Management LLC | 3,720 | $1.5M | $1.1M | -$398,211.5 | -26.59% |
| JCC Jason Cyril Crawshaw William Allan Corp | 18,006 | $7.07M | $5.29M | -$1.78M | -25.17% |
Brett Lee Planning Center Inc. | 3,248 | $1.33M | $993,758.08 | -$340,053.49 | -25.49% |
John Swift Benchmark Investment Advisors LLC | 1,296 | $407,103.84 | $395,766 | -$11,337.84 | -2.78% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 2,176 | $780,683.41 | $669,881.6 | -$110,801.81 | -14.19% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 4,100 | $1.69M | $1.26M | -$433,082.34 | -25.64% |
| MWM Marion Wealth Management Marion Wealth Management | 7,884 | $2.86M | $2.33M | -$526,067.36 | -18.42% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 634 | $223,599.11 | $186,345.29 | -$37,253.82 | -16.66% |
W. Travis McKinney HB Wealth Management LLC | 680,281 | $223.93M | $209.69M | -$14.24M | -6.36% |
| LF Lukas Feh LGT Group Foundation | 241,080 | $84.54M | $70.86M | -$13.68M | -16.19% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 47,992 | $16.13M | $14.11M | -$2.02M | -12.54% |
| MC mike Chen Byrne Asset Management LLC | 2,477 | $1M | $731,978.29 | -$268,235.16 | -26.82% |
Mark Perrault Intergy Private Wealth LLC | 808 | $318,069.66 | $238,772.09 | -$79,297.57 | -24.93% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,895 | $1.48M | $1.2M | -$289,339.84 | -19.48% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 4,903 | $1.85M | $1.45M | -$402,106.21 | -21.72% |