| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley J. Lineberger Seaside Wealth Management Inc. | 586 | $206,670.47 | $178,964.4 | -$27,706.07 | -13.41% |
Kevin Zemann WealthPlan Investment Management LLC | 19,816 | $6.56M | $6.11M | -$455,144.86 | -6.93% |
Vito Collacuro Sutton Place Investors LLC | 796 | $305,298.76 | $235,225.96 | -$70,072.8 | -22.95% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 1,156 | $429,323.68 | $341,609.57 | -$87,714.11 | -20.43% |
Benjamin Cauley Carr Financial Group Corp. | 2,662 | $859,876.22 | $782,415.07 | -$77,461.15 | -9.01% |
Michael Stulic Astoria Portfolio Advisors LLC | 1,691 | $639,861.25 | $499,707.43 | -$140,153.82 | -21.9% |
David W. Chenet Presidio Capital Management LLC | 585 | $232,335.17 | $179,039.25 | -$53,295.92 | -22.94% |
| TL Tradewinds LLC Tradewinds LLC | 5,000 | $1.87M | $1.47M | -$396,744.58 | -21.26% |
Joseph Wallace Wallace Advisory Group LLC | 622 | $219,367 | $183,807.23 | -$35,559.77 | -16.21% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 4,439 | $1.41M | $1.36M | -$56,878.11 | -4.02% |
Nolan Baker Retirement Guys Formula LLC | 6,308 | $2.34M | $1.86M | -$475,022.9 | -20.31% |
Brad Saenz Coastwise Capital Group LLC | 1,537 | $562,980.57 | $454,198.89 | -$108,781.68 | -19.32% |
Adam Schwallier Schwallier Wealth Management LLC | 577 | $203,599 | $176,221.57 | -$27,377.43 | -13.45% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 8,505 | $2.51M | $2.5M | -$7,280.27 | -0.29% |
Nadine Hofstetter Northwest Bank & Trust Co. | 2,506 | $789,037.39 | $736,563.55 | -$52,473.84 | -6.65% |
| MK Malinda Khauv Cercano Management LLC | 5,826 | $2M | $1.72M | -$283,085.18 | -14.12% |
Lori Fernicola Castle Wealth Management LLC | 873 | $271,873.36 | $257,980.24 | -$13,893.12 | -5.11% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 728 | $232,485.05 | $215,131.29 | -$17,353.76 | -7.46% |
William Cantus Pacific Sage Partners LLC | 5,577 | $1.76M | $1.65M | -$114,804.14 | -6.51% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 49,348 | $16.07M | $15.07M | -$1M | -6.24% |