| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristofer Gray Integrity Financial Corp. /WA | 922 | $303,284.16 | $270,994.25 | -$32,289.91 | -10.65% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,776 | $615,230.27 | $544,432.8 | -$70,797.47 | -11.51% |
David T. Morgan High Net Worth Advisory Group LLC | 9,766 | $3.8M | $2.87M | -$931,763.42 | -24.51% |
Jason Matthews Kfg Wealth Management LLC | 2,980 | $993,925.11 | $875,881.63 | -$118,043.48 | -11.88% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,099 | $361,640.43 | $324,765.5 | -$36,874.93 | -10.2% |
Kristen Williams Athena Investment Management | 5,388 | $1.62M | $1.59M | -$24,170.04 | -1.5% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,763 | $536,440.62 | $520,984.15 | -$15,456.47 | -2.88% |
Allison Brooke Blake WorthPointe LLC | 758 | $288,575.92 | $223,996.58 | -$64,579.34 | -22.38% |
Jaimie Palmer Beacon Capital Management LLC | 1,636 | $568,228.38 | $480,853.14 | -$87,375.24 | -15.38% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 804 | $273,025.11 | $246,775.74 | -$26,249.37 | -9.61% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 665 | $236,661.52 | $204,746.85 | -$31,914.67 | -13.49% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,314 | $917,932.45 | $680,130.9 | -$237,801.55 | -25.91% |
Adam Grossman Mayport LLC | 1,540 | $564,639.16 | $455,085.42 | -$109,553.74 | -19.4% |
| DW Darren Woolson Asset Allocation Strategies LLC | 751 | $257,377.56 | $220,733.93 | -$36,643.63 | -14.24% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,549 | $509,450.61 | $474,845.95 | -$34,604.66 | -6.79% |
Molly Crider Walker Asset Management LLC | 3,135 | $889,476.38 | $926,423.88 | $36,947.5 | 4.15% |
Brian Levy West Wealth Group LLC | 1,907 | $738,806.76 | $560,505.46 | -$178,301.3 | -24.13% |
Arthur Garcia Atlas Financial Advisors Inc. | 528 | $213,913.18 | $161,824.08 | -$52,089.1 | -24.35% |
Daniel Lavoie Walter Public Investments Inc. | 1,000 | $275,940 | $305,680 | $29,740 | 10.78% |
Mark Astrinos Libra Wealth LLC | 1,780 | $539,855.03 | $543,567.5 | $3,712.47 | 0.69% |